WealthOne’s Lockheed Martin LMT Stock Holding History

WealthOne’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 Q1	–	Sell	-139	Closed	-$36K	–	339
2018 Q4	$36K	Buy	+139	New	+$42.2K	0.03%	202

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthOne's LMT Position: Q1 2019 in Review

WealthOne sold out of Lockheed Martin (LMT) in Q1 2019, closing a stake of 139 shares — an estimated $36K sold.

WealthOne first reported a position in LMT in Q4 2018 and held it in 1 quarter. The position peaked at $36K in Q4 2018. 1,542 funds tracked by Wall St. Rank hold LMT as of Q1 2019.

WealthOne reported no remaining Lockheed Martin position as of Q1 2019 after selling out during the quarter.
WealthOne sold 139 Lockheed Martin shares in Q1 2019, an estimated $36K.
WealthOne first reported a position in Lockheed Martin in Q4 2018 and held it in 1 quarter.
WealthOne's Lockheed Martin position peaked at $36K in Q4 2018.
1,542 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.