South Texas Money Management’s Lockheed Martin LMT Stock Holding History

South Texas Money Management’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	$590K	Buy	1,513 +333	+28%	+$125K	0.02%	198
2019 Q2	$429K	Sell	1,180 -53	-4%	-$17.7K	0.02%	159
2019 Q1	$370K	Sell	1,233 -623	-34%	-$183K	0.02%	164
2018 Q4	$486K	Sell	1,856 -107	-5%	-$32.5K	0.02%	149
2018 Q3	$679K	Sell	1,963 -55	-3%	-$17.7K	0.03%	145
2018 Q2	$596K	Sell	2,018 -246	-11%	-$79.4K	0.03%	143
2018 Q1	$765K	Buy	2,264 +73	+3%	+$24.8K	0.04%	132
2017 Q4	$703K	Sell	2,191 -33	-1%	-$10.4K	0.03%	124
2017 Q3	$690K	Buy	2,224 +160	+8%	+$47.7K	0.03%	125
2017 Q2	$573K	Sell	2,064 -38	-2%	-$10.4K	0.03%	132
2017 Q1	$562K	Buy	2,102 +508	+32%	+$133K	0.03%	138
2016 Q4	$398K	Sell	1,594 -67	-4%	-$16.7K	0.02%	160
2016 Q3	$398K	Sell	1,661 -6	-0.4%	-$1.5K	0.02%	143
2016 Q2	$414K	Sell	1,667 -505	-23%	-$119K	0.02%	140
2016 Q1	$481K	Buy	+2,172	New	+$467K	0.03%	137

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

South Texas Money Management's LMT Position: Q3 2019 in Review

South Texas Money Management increased its Lockheed Martin (LMT) stake by 28% in Q3 2019, buying an estimated $125K and bringing the position to 1,513 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #198.

South Texas Money Management first reported a position in LMT in Q1 2016 and has held it in 15 quarters since. The position peaked at $765K in Q1 2018. 1,687 funds tracked by Wall St. Rank hold LMT as of Q3 2019.

South Texas Money Management held 1,513 shares of Lockheed Martin worth $590K as of Q3 2019.
South Texas Money Management bought 333 Lockheed Martin shares in Q3 2019, an estimated $125K.
Lockheed Martin made up 0.02% of South Texas Money Management's portfolio in Q3 2019, its #198 holding.
South Texas Money Management first reported a position in Lockheed Martin in Q1 2016 and has held it in 15 quarters since.
South Texas Money Management's Lockheed Martin position peaked at $765K in Q1 2018.
1,687 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.