WFG Advisors’s Lockheed Martin LMT Stock Holding History

WFG 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
2017 Q2	$758K	Sell	2,729 -503	-16%	-$138K	0.17%	139
2017 Q1	$865K	Sell	3,232 -3,735	-54%	-$978K	0.23%	102
2016 Q4	$1.74M	Buy	6,967 +69	+1%	+$17.2K	0.43%	53
2016 Q3	$1.65M	Buy	6,898 +39	+0.6%	+$9.76K	0.41%	61
2016 Q2	$1.7M	Sell	6,859 -40	-0.6%	-$9.43K	0.45%	48
2016 Q1	$1.53M	Buy	6,899 +1,038	+18%	+$223K	0.44%	50
2015 Q4	$1.27M	Buy	5,861 +6	+0.1%	+$1.3K	0.38%	58
2015 Q3	$1.21M	Sell	5,855 -276	-5%	-$56.2K	0.38%	58
2015 Q2	$1.14M	Buy	6,131 +2,487	+68%	+$479K	0.31%	68
2015 Q1	$740K	Sell	3,644 -4,882	-57%	-$964K	0.21%	113
2014 Q4	$1.64M	Buy	8,526 +452	+6%	+$83.9K	0.33%	58
2014 Q3	$1.48M	Sell	8,074 -151	-2%	-$25.7K	0.28%	73
2014 Q2	$1.32M	Buy	8,225 +35	+0.4%	+$5.69K	0.25%	92
2014 Q1	$1.34M	Sell	8,190 -7,707	-48%	-$1.21M	0.27%	75
2013 Q4	$2.36M	Buy	15,897 +3,297	+26%	+$448K	0.34%	55
2013 Q3	$1.61M	Buy	12,600 +1,620	+15%	+$197K	0.25%	94
2013 Q2	$1.19M	Buy	+10,980	New	+$1.12M	0.2%	131

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WFG Advisors's LMT Position: Q2 2017 in Review

WFG Advisors reduced its Lockheed Martin (LMT) stake by 16% in Q2 2017, selling an estimated $138K and leaving 2,729 shares worth $758K. The position accounts for 0.17% of the portfolio, ranked #139.

WFG Advisors first reported a position in LMT in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.36M in Q4 2013. 1,261 funds tracked by Wall St. Rank hold LMT as of Q2 2017.

WFG Advisors held 2,729 shares of Lockheed Martin worth $758K as of Q2 2017.
WFG Advisors sold 503 Lockheed Martin shares in Q2 2017, an estimated $138K.
Lockheed Martin made up 0.17% of WFG Advisors's portfolio in Q2 2017, its #139 holding.
WFG Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Lockheed Martin position peaked at $2.36M in Q4 2013.
1,261 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.