Taurus Asset Management’s Lockheed Martin LMT Stock Holding History

Taurus Asset 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 Q2	–	Sell	-823	Closed	-$247K	–	92
2019 Q1	$247K	Sell	823 -63	-7%	-$18.5K	0.03%	85
2018 Q4	$232K	Hold	886	–	–	0.04%	87
2018 Q3	$307K	Hold	886	–	–	0.04%	87
2018 Q2	$262K	Buy	886 +155	+21%	+$50K	0.04%	88
2018 Q1	$247K	Sell	731 -12	-2%	-$4.08K	0.04%	94
2017 Q4	$239K	Hold	743	–	–	0.04%	96
2017 Q3	$231K	Buy	+743	New	+$222K	0.04%	91

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

Taurus Asset Management's LMT Position: Q2 2019 in Review

Taurus Asset Management sold out of Lockheed Martin (LMT) in Q2 2019, closing a stake of 823 shares — an estimated $247K sold.

Taurus Asset Management first reported a position in LMT in Q3 2017 and held it in 7 quarters. The position peaked at $307K in Q3 2018. 1,617 funds tracked by Wall St. Rank hold LMT as of Q2 2019.

Taurus Asset Management reported no remaining Lockheed Martin position as of Q2 2019 after selling out during the quarter.
Taurus Asset Management sold 823 Lockheed Martin shares in Q2 2019, an estimated $247K.
Taurus Asset Management first reported a position in Lockheed Martin in Q3 2017 and held it in 7 quarters.
Taurus Asset Management's Lockheed Martin position peaked at $307K in Q3 2018.
1,617 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2019.

Based on Taurus Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.