WealthTrust-Arizona’s Lockheed Martin LMT Stock Holding History

WealthTrust-Arizona’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	$392K	Sell	1,495 -40	-3%	-$12.1K	0.23%	39
2018 Q3	$531K	Hold	1,535	–	–	0.25%	38
2018 Q2	$454K	Hold	1,535	–	–	0.23%	41
2018 Q1	$519K	Buy	1,535 +15	+1%	+$5.11K	0.27%	36
2017 Q4	$488K	Hold	1,520	–	–	0.24%	35
2017 Q3	$472K	Hold	1,520	–	–	0.24%	35
2017 Q2	$422K	Buy	1,520 +65	+4%	+$17.9K	0.22%	42
2017 Q1	$389K	Hold	1,455	–	–	0.21%	44
2016 Q4	$364K	Buy	1,455 +100	+7%	+$25K	0.21%	46
2016 Q3	$325K	Hold	1,355	–	–	0.2%	51
2016 Q2	$336K	Hold	1,355	–	–	0.21%	51
2016 Q1	$300K	Hold	1,355	–	–	0.19%	49
2015 Q4	$294K	Hold	1,355	–	–	0.18%	50
2015 Q3	$281K	Hold	1,355	–	–	0.17%	46
2015 Q2	$252K	Hold	1,355	–	–	0.15%	54
2015 Q1	$275K	Hold	1,355	–	–	0.17%	48
2014 Q4	$261K	Sell	1,355 -100	-7%	-$18.6K	0.22%	53
2014 Q3	$266K	Sell	1,455 -200	-12%	-$34K	0.29%	52
2014 Q2	$266K	Buy	1,655 +100	+6%	+$16.3K	0.28%	51
2014 Q1	$254K	Buy	1,555 +1,255	+418%	+$197K	0.29%	45
2013 Q4	$45K	Buy	+300	New	+$40.7K	0.05%	156

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

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

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

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

WealthTrust-Arizona's LMT Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Lockheed Martin (LMT) stake by 2.6% in Q4 2018, selling an estimated $12.1K and leaving 1,495 shares worth $392K. The position accounts for 0.23% of the portfolio, ranked #39.

WealthTrust-Arizona first reported a position in LMT in Q4 2013 and has held it in 21 quarters since. The position peaked at $531K in Q3 2018. 1,500 funds tracked by Wall St. Rank hold LMT as of Q4 2018.

WealthTrust-Arizona held 1,495 shares of Lockheed Martin worth $392K as of Q4 2018.
WealthTrust-Arizona sold 40 Lockheed Martin shares in Q4 2018, an estimated $12.1K.
Lockheed Martin made up 0.23% of WealthTrust-Arizona's portfolio in Q4 2018, its #39 holding.
WealthTrust-Arizona first reported a position in Lockheed Martin in Q4 2013 and has held it in 21 quarters since.
WealthTrust-Arizona's Lockheed Martin position peaked at $531K in Q3 2018.
1,500 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.