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Pathway Financial Advisors’s Lockheed Martin LMT Stock Holding History

Pathway Financial Advisors’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
Q3 		– Sell
-139
Closed -$41K – 247
2018
Q2 		$41K Hold
139
– – 0.02% 282
2018
Q1 		$47K Hold
139
– – 0.03% 265
2017
Q4 		$45K Buy
+139
New +$43.8K 0.03% 291

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pathway Financial Advisors's LMT Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Lockheed Martin (LMT) in Q3 2018, closing a stake of 139 shares — an estimated $41K sold.

Pathway Financial Advisors first reported a position in LMT in Q4 2017 and held it in 3 quarters. The position peaked at $47K in Q1 2018. 1,468 funds tracked by Wall St. Rank hold LMT as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Lockheed Martin position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 139 Lockheed Martin shares in Q3 2018, an estimated $41K.
  • Pathway Financial Advisors first reported a position in Lockheed Martin in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Lockheed Martin position peaked at $47K in Q1 2018.
  • 1,468 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.