SHJ
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Sharkey, Howes & Javer’s Lockheed Martin LMT Stock Holding History

Sharkey, Howes & Javer’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
2019
Q3 		– Sell
-100
Closed -$36K – 118
2019
Q2 		$36K Hold
100
– – 0.02% 119
2019
Q1 		$30K Hold
100
– – 0.01% 126
2018
Q4 		$26K Hold
100
– – 0.02% 124
2018
Q3 		$35K Hold
100
– – 0.02% 121
2018
Q2 		$30K Hold
100
– – 0.02% 122
2018
Q1 		$33K Hold
100
– – 0.02% 106
2017
Q4 		$32K Hold
100
– – 0.02% 105
2017
Q3 		$32K Buy
+100
New +$29.8K 0.02% 106

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sharkey, Howes & Javer's LMT Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Lockheed Martin (LMT) in Q3 2019, closing a stake of 100 shares — an estimated $36K sold.

Sharkey, Howes & Javer first reported a position in LMT in Q3 2017 and held it in 8 quarters. The position peaked at $36K in Q2 2019. 1,687 funds tracked by Wall St. Rank hold LMT as of Q3 2019.

  • Sharkey, Howes & Javer reported no remaining Lockheed Martin position as of Q3 2019 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 100 Lockheed Martin shares in Q3 2019, an estimated $36K.
  • Sharkey, Howes & Javer first reported a position in Lockheed Martin in Q3 2017 and held it in 8 quarters.
  • Sharkey, Howes & Javer's Lockheed Martin position peaked at $36K in Q2 2019.
  • 1,687 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.