Stevens First Principles Investment Advisors’s Lockheed Martin LMT Stock Holding History

Stevens First Principles Investment 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 Q2	$7K	Hold	19	–	–	﹤0.01%	127
2019 Q1	$6K	Hold	19	–	–	﹤0.01%	132
2018 Q4	$5K	Sell	19 -44	-70%	-$13.3K	﹤0.01%	134
2018 Q3	$22K	Hold	63	–	–	0.01%	120
2018 Q2	$19K	Buy	63 +19	+43%	+$6.13K	0.01%	122
2018 Q1	$15K	Hold	44	–	–	0.01%	124
2017 Q4	$14K	Hold	44	–	–	0.01%	148
2017 Q3	$14K	Hold	44	–	–	0.01%	143
2017 Q2	$12K	Hold	44	–	–	0.01%	140
2017 Q1	$12K	Hold	44	–	–	0.01%	133
2016 Q4	$11K	Hold	44	–	–	0.01%	140
2016 Q3	$11K	Hold	44	–	–	0.01%	125
2016 Q2	$11K	Hold	44	–	–	0.01%	115
2016 Q1	$10K	Sell	44 -956	-96%	-$206K	0.01%	116
2015 Q4	$217K	Buy	1,000 +400	+67%	+$86.8K	0.18%	54
2015 Q3	$124K	Buy	+600	New	+$122K	0.1%	85

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Stevens First Principles Investment Advisors's LMT Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its Lockheed Martin (LMT) position steady in Q2 2019 at 19 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

Stevens First Principles Investment Advisors first reported a position in LMT in Q3 2015 and has held it in 16 quarters since. The position peaked at $217K in Q4 2015. 1,617 funds tracked by Wall St. Rank hold LMT as of Q2 2019.

Stevens First Principles Investment Advisors held 19 shares of Lockheed Martin worth $7K as of Q2 2019.
Stevens First Principles Investment Advisors left its Lockheed Martin share count unchanged in Q2 2019.
Lockheed Martin made up ﹤0.01% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #127 holding.
Stevens First Principles Investment Advisors first reported a position in Lockheed Martin in Q3 2015 and has held it in 16 quarters since.
Stevens First Principles Investment Advisors's Lockheed Martin position peaked at $217K in Q4 2015.
1,617 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.