Winthrop Partners - WNY’s Lockheed Martin LMT Stock Holding History

Winthrop Partners - WNY’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
2019 Q3	$195K	Hold	500	–	–	0.13%	113
2019 Q2	$182K	Hold	500	–	–	0.14%	104
2019 Q1	$152K	Hold	500	–	–	0.12%	105
2018 Q4	$131K	Hold	500	–	–	0.12%	111
2018 Q3	$173K	Hold	500	–	–	0.14%	108
2018 Q2	$148K	Hold	500	–	–	0.12%	117
2018 Q1	$168K	Buy	+500	New	+$170K	0.13%	127

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winthrop Partners - WNY's LMT Position: Q3 2019 in Review

Winthrop Partners - WNY held its Lockheed Martin (LMT) position steady in Q3 2019 at 500 shares worth $195K. The position accounts for 0.13% of the portfolio, ranked #113.

Winthrop Partners - WNY first reported a position in LMT in Q1 2018 and has held it in 7 quarters since. 1,687 funds tracked by Wall St. Rank hold LMT as of Q3 2019.

Winthrop Partners - WNY held 500 shares of Lockheed Martin worth $195K as of Q3 2019.
Winthrop Partners - WNY left its Lockheed Martin share count unchanged in Q3 2019.
Lockheed Martin made up 0.13% of Winthrop Partners - WNY's portfolio in Q3 2019, its #113 holding.
Winthrop Partners - WNY first reported a position in Lockheed Martin in Q1 2018 and has held it in 7 quarters since.
1,687 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.