Wheatland Advisors’s Lockheed Martin LMT Stock Holding History

Wheatland 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
2020 Q1	–	Sell	-730	Closed	-$284K	–	65
2019 Q4	$284K	Hold	730	–	–	0.36%	77
2019 Q3	$285K	Hold	730	–	–	0.26%	83
2019 Q2	$265K	Hold	730	–	–	0.2%	90
2019 Q1	$219K	Buy	+730	New	+$214K	0.17%	95
2018 Q4	–	Sell	-730	Closed	-$253K	–	94
2018 Q3	$253K	Hold	730	–	–	0.19%	89
2018 Q2	$216K	Hold	730	–	–	0.17%	93
2018 Q1	$247K	Hold	730	–	–	0.2%	89
2017 Q4	$234K	Hold	730	–	–	0.19%	93
2017 Q3	$227K	Hold	730	–	–	0.19%	90
2017 Q2	$203K	Buy	+730	New	+$201K	0.18%	91
2016 Q2	–	Sell	-910	Closed	-$202K	–	91
2016 Q1	$202K	Buy	+910	New	+$196K	0.21%	86

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wheatland Advisors's LMT Position: Q1 2020 in Review

Wheatland Advisors sold out of Lockheed Martin (LMT) in Q1 2020, closing a stake of 730 shares — an estimated $284K sold.

Wheatland Advisors first reported a position in LMT in Q1 2016 and held it in 11 quarters. The position peaked at $285K in Q3 2019. 1,743 funds tracked by Wall St. Rank hold LMT as of Q1 2020.

Wheatland Advisors reported no remaining Lockheed Martin position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 730 Lockheed Martin shares in Q1 2020, an estimated $284K.
Wheatland Advisors first reported a position in Lockheed Martin in Q1 2016 and held it in 11 quarters.
Wheatland Advisors's Lockheed Martin position peaked at $285K in Q3 2019.
1,743 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.