Taylor Wealth Management Partners’s Lockheed Martin LMT Stock Holding History

Taylor Wealth Management Partners’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
2018 Q4	–	Sell	-50	Closed	-$17K	–	129
2018 Q3	$17K	Hold	50	–	–	0.01%	89
2018 Q2	$15K	Sell	50 -13,184	-100%	-$4.25M	0.01%	97
2018 Q1	$4.47M	Sell	13,234 -718	-5%	-$244K	2.15%	19
2017 Q4	$4.48M	Buy	13,952 +205	+1%	+$64.6K	1.9%	21
2017 Q3	$4.27M	Sell	13,747 -195	-1%	-$58.2K	1.9%	22
2017 Q2	$3.87M	Sell	13,942 -258	-2%	-$70.9K	1.75%	26
2017 Q1	$3.8M	Sell	14,200 -345	-2%	-$90.4K	1.72%	27
2016 Q4	$3.63M	Buy	14,545 +14,145	+3,536%	+$3.53M	1.68%	29
2016 Q3	$96K	Hold	400	–	–	0.04%	75
2016 Q2	$99K	Hold	400	–	–	0.04%	69
2016 Q1	$89K	Buy	+400	New	+$86.1K	0.04%	64

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

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

Taylor Wealth Management Partners's LMT Position: Q4 2018 in Review

Taylor Wealth Management Partners sold out of Lockheed Martin (LMT) in Q4 2018, closing a stake of 50 shares — an estimated $17K sold.

Taylor Wealth Management Partners first reported a position in LMT in Q1 2016 and held it in 11 quarters. The position peaked at $4.48M in Q4 2017. 1,500 funds tracked by Wall St. Rank hold LMT as of Q4 2018.

Taylor Wealth Management Partners reported no remaining Lockheed Martin position as of Q4 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 50 Lockheed Martin shares in Q4 2018, an estimated $17K.
Taylor Wealth Management Partners first reported a position in Lockheed Martin in Q1 2016 and held it in 11 quarters.
Taylor Wealth Management Partners's Lockheed Martin position peaked at $4.48M in Q4 2017.
1,500 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2018, filed 14 Jan 2019.