Shine Investment Advisory Services’s Lockheed Martin LMT Stock Holding History

Shine Investment Advisory Services’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 Q3	$389K	Sell	1,014 -14	-1%	-$5.34K	0.13%	79
2020 Q2	$375K	Hold	1,028	–	–	0.14%	80
2020 Q1	$348K	Hold	1,028	–	–	0.16%	76
2019 Q4	$400K	Hold	1,028	–	–	0.16%	79
2019 Q3	$401K	Sell	1,028 -10	-1%	-$3.76K	0.19%	72
2019 Q2	$377K	Sell	1,038 -10	-1%	-$3.35K	0.17%	77
2019 Q1	$314K	Buy	1,048 +14	+1%	+$4.11K	0.15%	85
2018 Q4	$271K	Hold	1,034	–	–	0.13%	88
2018 Q3	$358K	Sell	1,034 -188	-15%	-$60.7K	0.19%	75
2018 Q2	$361K	Hold	1,222	–	–	0.18%	71
2018 Q1	$413K	Hold	1,222	–	–	0.22%	63
2017 Q4	$392K	Sell	1,222 -16	-1%	-$5.04K	0.2%	64
2017 Q3	$384K	Hold	1,238	–	–	0.2%	66
2017 Q2	$344K	Hold	1,238	–	–	0.17%	69
2017 Q1	$331K	Buy	+1,238	New	+$324K	0.22%	62

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

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

Shine Investment Advisory Services's LMT Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Lockheed Martin (LMT) stake by 1.4% in Q3 2020, selling an estimated $5.34K and leaving 1,014 shares worth $389K. The position accounts for 0.13% of the portfolio, ranked #79.

Shine Investment Advisory Services first reported a position in LMT in Q1 2017 and has held it in 15 quarters since. The position peaked at $413K in Q1 2018. 1,838 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

Shine Investment Advisory Services held 1,014 shares of Lockheed Martin worth $389K as of Q3 2020.
Shine Investment Advisory Services sold 14 Lockheed Martin shares in Q3 2020, an estimated $5.34K.
Lockheed Martin made up 0.13% of Shine Investment Advisory Services's portfolio in Q3 2020, its #79 holding.
Shine Investment Advisory Services first reported a position in Lockheed Martin in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's Lockheed Martin position peaked at $413K in Q1 2018.
1,838 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.