Wealthfront’s Lockheed Martin LMT Stock Holding History

Wealthfront’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 Q3	$3.07M	Buy	8,883 +60	+0.7%	+$19.4K	0.03%	91
2018 Q2	$2.61M	Sell	8,823 -5,728	-39%	-$1.85M	0.03%	96
2018 Q1	$4.92M	Buy	14,551 +266	+2%	+$90.5K	0.05%	62
2017 Q4	$4.59M	Buy	14,285 +647	+5%	+$204K	0.05%	66
2017 Q3	$4.23M	Buy	13,638 +1,005	+8%	+$300K	0.05%	67
2017 Q2	$3.51M	Buy	12,633 +1,740	+16%	+$478K	0.05%	61
2017 Q1	$2.92M	Buy	10,893 +1,530	+16%	+$401K	0.05%	64
2016 Q4	$2.34M	Buy	9,363 +200	+2%	+$50K	0.05%	65
2016 Q3	$2.2M	Buy	9,163 +363	+4%	+$90.8K	0.05%	64
2016 Q2	$2.18M	Buy	8,800 +982	+13%	+$232K	0.06%	61
2016 Q1	$1.73M	Buy	7,818 +225	+3%	+$48.4K	0.05%	66
2015 Q4	$1.65M	Buy	7,593 +191	+3%	+$41.4K	0.06%	59
2015 Q3	$1.53M	Buy	7,402 +3,239	+78%	+$659K	0.06%	61
2015 Q2	$774K	Buy	4,163 +524	+14%	+$101K	0.03%	73
2015 Q1	$739K	Buy	3,639 +494	+16%	+$97.5K	0.04%	56
2014 Q4	$606K	Buy	3,145 +1,028	+49%	+$191K	0.04%	61
2014 Q3	$387K	Buy	2,117 +757	+56%	+$129K	0.03%	76
2014 Q2	$217K	Buy	1,360 +464	+52%	+$75.4K	0.02%	101
2014 Q1	$147K	Buy	+896	New	+$141K	0.02%	82

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthfront's LMT Position: Q3 2018 in Review

Wealthfront increased its Lockheed Martin (LMT) stake by 0.68% in Q3 2018, buying an estimated $19.4K and bringing the position to 8,883 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #91.

Wealthfront first reported a position in LMT in Q1 2014 and has held it in 19 quarters since. The position peaked at $4.92M in Q1 2018. 1,468 funds tracked by Wall St. Rank hold LMT as of Q3 2018.

Wealthfront held 8,883 shares of Lockheed Martin worth $3.07M as of Q3 2018.
Wealthfront bought 60 Lockheed Martin shares in Q3 2018, an estimated $19.4K.
Lockheed Martin made up 0.03% of Wealthfront's portfolio in Q3 2018, its #91 holding.
Wealthfront first reported a position in Lockheed Martin in Q1 2014 and has held it in 19 quarters since.
Wealthfront's Lockheed Martin position peaked at $4.92M in Q1 2018.
1,468 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.