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Retirement Capital Strategies’s Lockheed Martin LMT Stock Holding History

Retirement Capital Strategies’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
-581
Closed -$201K – 52
2018
Q3 		$201K Buy
+581
New +$187K 0.1% 46

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

Retirement Capital Strategies's LMT Position: Q4 2018 in Review

Retirement Capital Strategies sold out of Lockheed Martin (LMT) in Q4 2018, closing a stake of 581 shares — an estimated $201K sold.

Retirement Capital Strategies first reported a position in LMT in Q3 2018 and held it in 1 quarter. The position peaked at $201K in Q3 2018. 1,500 funds tracked by Wall St. Rank hold LMT as of Q4 2018.

  • Retirement Capital Strategies reported no remaining Lockheed Martin position as of Q4 2018 after selling out during the quarter.
  • Retirement Capital Strategies sold 581 Lockheed Martin shares in Q4 2018, an estimated $201K.
  • Retirement Capital Strategies first reported a position in Lockheed Martin in Q3 2018 and held it in 1 quarter.
  • Retirement Capital Strategies's Lockheed Martin position peaked at $201K in Q3 2018.
  • 1,500 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2018.

Based on Retirement Capital Strategies's 13F filing for Q4 2018, filed 17 Jan 2019.