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Whitney & Co’s Lockheed Martin LMT Stock Holding History

Whitney & Co’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 		– Sell
-82
Closed -$25K – 293
2018
Q3 		$25K Sell
82
-212
-72% -$68.4K 0.01% 229
2018
Q2 		$87K Sell
294
-50
-15% -$16.1K 0.02% 132
2018
Q1 		$116K Buy
+344
New +$117K 0.03% 126

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

Whitney & Co's LMT Position: Q4 2018 in Review

Whitney & Co sold out of Lockheed Martin (LMT) in Q4 2018, closing a stake of 82 shares — an estimated $25K sold.

Whitney & Co first reported a position in LMT in Q1 2018 and held it in 3 quarters. The position peaked at $116K in Q1 2018. 1,500 funds tracked by Wall St. Rank hold LMT as of Q4 2018.

  • Whitney & Co reported no remaining Lockheed Martin position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 82 Lockheed Martin shares in Q4 2018, an estimated $25K.
  • Whitney & Co first reported a position in Lockheed Martin in Q1 2018 and held it in 3 quarters.
  • Whitney & Co's Lockheed Martin position peaked at $116K in Q1 2018.
  • 1,500 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.