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Sound View Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Sound View Wealth Advisors’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
Q1 		$1.14M Sell
3,812
-768
-17% -$225K 0.36% 79
2018
Q4 		$1.2M Buy
+4,580
New +$1.39M 0.43% 66

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's LMT Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Lockheed Martin (LMT) stake by 17% in Q1 2019, selling an estimated $225K and leaving 3,812 shares worth $1.14M. The position accounts for 0.36% of the portfolio, ranked #79.

Sound View Wealth Advisors first reported a position in LMT in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.2M in Q4 2018. 1,543 funds tracked by Wall St. Rank hold LMT as of Q1 2019.

  • Sound View Wealth Advisors held 3,812 shares of Lockheed Martin worth $1.14M as of Q1 2019.
  • Sound View Wealth Advisors sold 768 Lockheed Martin shares in Q1 2019, an estimated $225K.
  • Lockheed Martin made up 0.36% of Sound View Wealth Advisors's portfolio in Q1 2019, its #79 holding.
  • Sound View Wealth Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Lockheed Martin position peaked at $1.2M in Q4 2018.
  • 1,543 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.