Private Wealth Partners’s Lockheed Martin LMT Stock Holding History

Private Wealth Partners’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 Q2	–	Sell	-975	Closed	-$329K	–	123
2018 Q1	$329K	Sell	975 -3,284	-77%	-$1.12M	0.06%	102
2017 Q4	$1.37M	Buy	4,259 +584	+16%	+$184K	0.25%	66
2017 Q3	$1.14M	Buy	3,675 +956	+35%	+$285K	0.23%	66
2017 Q2	$755K	Buy	2,719 +40	+1%	+$11K	0.16%	73
2017 Q1	$717K	Buy	+2,679	New	+$702K	0.16%	71
2015 Q1	–	Sell	-1,208	Closed	-$233K	–	144
2014 Q4	$233K	Buy	+1,208	New	+$224K	0.05%	130

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

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

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

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

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

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

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

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

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

Private Wealth Partners's LMT Position: Q2 2018 in Review

Private Wealth Partners sold out of Lockheed Martin (LMT) in Q2 2018, closing a stake of 975 shares — an estimated $329K sold.

Private Wealth Partners first reported a position in LMT in Q4 2014 and held it in 6 quarters. The position peaked at $1.37M in Q4 2017. 1,451 funds tracked by Wall St. Rank hold LMT as of Q2 2018.

Private Wealth Partners reported no remaining Lockheed Martin position as of Q2 2018 after selling out during the quarter.
Private Wealth Partners sold 975 Lockheed Martin shares in Q2 2018, an estimated $329K.
Private Wealth Partners first reported a position in Lockheed Martin in Q4 2014 and held it in 6 quarters.
Private Wealth Partners's Lockheed Martin position peaked at $1.37M in Q4 2017.
1,451 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2018.

Based on Private Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.