Peak Capital Management’s Lockheed Martin LMT Stock Holding History

Peak Capital 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 Q3	–	Sell	-3,549	Closed	-$1.05M	–	117
2018 Q2	$1.05M	Buy	+3,549	New	+$1.14M	0.63%	37
2018 Q1	–	Sell	-3,266	Closed	-$1.01M	–	84
2017 Q4	$1.01M	Sell	3,266 -75	-2%	-$23.6K	0.69%	33
2017 Q3	$1.04M	Sell	3,341 -3,815	-53%	-$1.14M	0.69%	33
2017 Q2	$1.99M	Buy	+7,156	New	+$1.97M	1.11%	21

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Peak Capital Management's LMT Position: Q3 2018 in Review

Peak Capital Management sold out of Lockheed Martin (LMT) in Q3 2018, closing a stake of 3,549 shares — an estimated $1.05M sold.

Peak Capital Management first reported a position in LMT in Q2 2017 and held it in 4 quarters. The position peaked at $1.99M in Q2 2017. 1,468 funds tracked by Wall St. Rank hold LMT as of Q3 2018.

Peak Capital Management reported no remaining Lockheed Martin position as of Q3 2018 after selling out during the quarter.
Peak Capital Management sold 3,549 Lockheed Martin shares in Q3 2018, an estimated $1.05M.
Peak Capital Management first reported a position in Lockheed Martin in Q2 2017 and held it in 4 quarters.
Peak Capital Management's Lockheed Martin position peaked at $1.99M in Q2 2017.
1,468 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.