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Tobias Financial Advisors’s Lockheed Martin LMT Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-279
Closed -$108K – 177
2019
Q4 		$108K Buy
+279
New +$107K 0.07% 66

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tobias Financial Advisors's LMT Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Lockheed Martin (LMT) in Q1 2020, closing a stake of 279 shares — an estimated $108K sold.

Tobias Financial Advisors first reported a position in LMT in Q4 2019 and held it in 1 quarter. The position peaked at $108K in Q4 2019. 1,743 funds tracked by Wall St. Rank hold LMT as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Lockheed Martin position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 279 Lockheed Martin shares in Q1 2020, an estimated $108K.
  • Tobias Financial Advisors first reported a position in Lockheed Martin in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Lockheed Martin position peaked at $108K in Q4 2019.
  • 1,743 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.