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ARS Investment Partners’s Lockheed Martin LMT Stock Holding History

ARS Investment 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
2018
Q2 		– Sell
-67,506
Closed -$22.8M – 140
2018
Q1 		$22.8M Buy
67,506
+772
+1% +$263K 2.79% 10
2017
Q4 		$21.4M Sell
66,734
-691
-1% -$218K 2.59% 9
2017
Q3 		$20.9M Sell
67,425
-297
-0.4% -$88.6K 2.7% 8
2017
Q2 		$18.8M Sell
67,722
-183
-0.3% -$50.3K 2.6% 9
2017
Q1 		$18.2M Sell
67,905
-179
-0.3% -$46.9K 2.64% 8
2016
Q4 		$17M Buy
+68,084
New +$17M 2.62% 7

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ARS Investment Partners's LMT Position: Q2 2018 in Review

ARS Investment Partners sold out of Lockheed Martin (LMT) in Q2 2018, closing a stake of 67,506 shares — an estimated $22.8M sold.

ARS Investment Partners first reported a position in LMT in Q4 2016 and held it in 6 quarters. The position peaked at $22.8M in Q1 2018. 1,451 funds tracked by Wall St. Rank hold LMT as of Q2 2018.

  • ARS Investment Partners reported no remaining Lockheed Martin position as of Q2 2018 after selling out during the quarter.
  • ARS Investment Partners sold 67,506 Lockheed Martin shares in Q2 2018, an estimated $22.8M.
  • ARS Investment Partners first reported a position in Lockheed Martin in Q4 2016 and held it in 6 quarters.
  • ARS Investment Partners's Lockheed Martin position peaked at $22.8M in Q1 2018.
  • 1,451 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2018.

Based on ARS Investment Partners's 13F filing for Q2 2018, filed 13 Aug 2018.