Private Vista’s Lockheed Martin LMT Stock Holding History

Private Vista’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
2020 Q2	–	Sell	-762	Closed	-$257K	–	142
2020 Q1	$257K	Buy	762 +31	+4%	+$12.2K	0.1%	116
2019 Q4	$283K	Sell	731 -42	-5%	-$16.1K	0.08%	113
2019 Q3	$300K	Hold	773	–	–	0.08%	110
2019 Q2	$281K	Buy	773 +54	+8%	+$18.1K	0.07%	123
2019 Q1	$215K	Sell	719 -67	-9%	-$19.6K	0.05%	140
2018 Q4	$206K	Sell	786 -9	-1%	-$2.73K	0.05%	142
2018 Q3	$275K	Sell	795 -25	-3%	-$8.07K	0.06%	129
2018 Q2	$242K	Sell	820 -14	-2%	-$4.52K	0.06%	134
2018 Q1	$282K	Buy	+834	New	+$284K	0.08%	107

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Vista's LMT Position: Q2 2020 in Review

Private Vista sold out of Lockheed Martin (LMT) in Q2 2020, closing a stake of 762 shares — an estimated $257K sold.

Private Vista first reported a position in LMT in Q1 2018 and held it in 9 quarters. The position peaked at $300K in Q3 2019. 1,820 funds tracked by Wall St. Rank hold LMT as of Q2 2020.

Private Vista reported no remaining Lockheed Martin position as of Q2 2020 after selling out during the quarter.
Private Vista sold 762 Lockheed Martin shares in Q2 2020, an estimated $257K.
Private Vista first reported a position in Lockheed Martin in Q1 2018 and held it in 9 quarters.
Private Vista's Lockheed Martin position peaked at $300K in Q3 2019.
1,820 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.