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Oak Point Wealth Management’s Lockheed Martin LMT Stock Holding History

Oak Point Wealth Management’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$278K Sell
837
-2,114
-72% -$719K 0.28% 92
2017
Q4 		$949K Buy
+2,951
New +$930K 0.94% 35

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Point Wealth Management's LMT Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Lockheed Martin (LMT) stake by 72% in Q1 2018, selling an estimated $719K and leaving 837 shares worth $278K. The position accounts for 0.28% of the portfolio, ranked #92.

Oak Point Wealth Management first reported a position in LMT in Q4 2017 and has held it in 2 quarters since. The position peaked at $949K in Q4 2017. 1,460 funds tracked by Wall St. Rank hold LMT as of Q1 2018.

  • Oak Point Wealth Management held 837 shares of Lockheed Martin worth $278K as of Q1 2018.
  • Oak Point Wealth Management sold 2,114 Lockheed Martin shares in Q1 2018, an estimated $719K.
  • Lockheed Martin made up 0.28% of Oak Point Wealth Management's portfolio in Q1 2018, its #92 holding.
  • Oak Point Wealth Management first reported a position in Lockheed Martin in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Lockheed Martin position peaked at $949K in Q4 2017.
  • 1,460 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.