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Aris Wealth Services’s Lockheed Martin LMT Stock Holding History

Aris Wealth Services’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
2015
Q3 		$13K Buy
61
+55
+917% +$11.2K 0.03% 197
2015
Q2 		$1K Sell
6
-170
-97% -$32.7K ﹤0.01% 493
2015
Q1 		$36K Buy
+176
New +$34.7K 0.03% 255

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aris Wealth Services's LMT Position: Q3 2015 in Review

Aris Wealth Services increased its Lockheed Martin (LMT) stake by 917% in Q3 2015, buying an estimated $11.2K and bringing the position to 61 shares worth $13K. The position accounts for 0.03% of the portfolio, ranked #197.

Aris Wealth Services first reported a position in LMT in Q1 2015 and has held it in 3 quarters since. The position peaked at $36K in Q1 2015. 1,021 funds tracked by Wall St. Rank hold LMT as of Q3 2015.

  • Aris Wealth Services held 61 shares of Lockheed Martin worth $13K as of Q3 2015.
  • Aris Wealth Services bought 55 Lockheed Martin shares in Q3 2015, an estimated $11.2K.
  • Lockheed Martin made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #197 holding.
  • Aris Wealth Services first reported a position in Lockheed Martin in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Lockheed Martin position peaked at $36K in Q1 2015.
  • 1,021 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.