YorkBridge Wealth Partners’s Lockheed Martin LMT Stock Holding History

YorkBridge Wealth Partners’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	–	Sell	-640	Closed	-$233K	–	450
2019 Q2	$233K	Buy	640 +33	+5%	+$11K	0.1%	162
2019 Q1	$182K	Buy	607 +1	+0.2%	+$293	0.08%	173
2018 Q4	$159K	Buy	606 +15	+3%	+$4.55K	0.08%	176
2018 Q3	$206K	Sell	591 -39	-6%	-$12.6K	0.09%	162
2018 Q2	$186K	Hold	630	–	–	0.08%	185
2018 Q1	$216K	Sell	630 -18	-3%	-$6.13K	0.1%	170
2017 Q4	$218K	Sell	648 -361	-36%	-$114K	0.11%	167
2017 Q3	$313K	Buy	1,009 +38	+4%	+$11.3K	0.16%	123
2017 Q2	$271K	Sell	971 -115	-11%	-$31.6K	0.14%	139
2017 Q1	$293K	Buy	1,086 +122	+13%	+$32K	0.15%	131
2016 Q4	$256K	Buy	+964	New	+$241K	0.15%	132

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

YorkBridge Wealth Partners's LMT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Lockheed Martin (LMT) in Q3 2019, closing a stake of 640 shares — an estimated $233K sold.

YorkBridge Wealth Partners first reported a position in LMT in Q4 2016 and held it in 11 quarters. The position peaked at $313K in Q3 2017. 1,687 funds tracked by Wall St. Rank hold LMT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Lockheed Martin position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 640 Lockheed Martin shares in Q3 2019, an estimated $233K.
YorkBridge Wealth Partners first reported a position in Lockheed Martin in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Lockheed Martin position peaked at $313K in Q3 2017.
1,687 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.