OIWM
LMT icon

OptiFour Integrated Wealth Management’s Lockheed Martin LMT Stock Holding History

OptiFour Integrated 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
Q4 		– Sell
-966
Closed -$334K – 53
2018
Q3 		$334K Hold
966
– – 0.28% 40
2018
Q2 		$285K Hold
966
– – 0.25% 42
2018
Q1 		$326K Hold
966
– – 0.27% 42
2017
Q4 		$310K Buy
+966
New +$305K 0.26% 45

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OptiFour Integrated Wealth Management's LMT Position: Q4 2018 in Review

OptiFour Integrated Wealth Management sold out of Lockheed Martin (LMT) in Q4 2018, closing a stake of 966 shares — an estimated $334K sold.

OptiFour Integrated Wealth Management first reported a position in LMT in Q4 2017 and held it in 4 quarters. The position peaked at $334K in Q3 2018. 1,500 funds tracked by Wall St. Rank hold LMT as of Q4 2018.

  • OptiFour Integrated Wealth Management reported no remaining Lockheed Martin position as of Q4 2018 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 966 Lockheed Martin shares in Q4 2018, an estimated $334K.
  • OptiFour Integrated Wealth Management first reported a position in Lockheed Martin in Q4 2017 and held it in 4 quarters.
  • OptiFour Integrated Wealth Management's Lockheed Martin position peaked at $334K in Q3 2018.
  • 1,500 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2018.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2018, filed 7 May 2019.