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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
2017
Q4 		– Sell
-200
Closed -$2K – 669
2017
Q3 		$2K Hold
200
– – ﹤0.01% 579
2017
Q2 		$1K Buy
+200
New +$54.9K ﹤0.01% 602

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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.