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BancorpSouth’s Lockheed Martin LMT Stock Holding History

BancorpSouth’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
2017
Q3 		$260K Buy
839
+9
+1% +$2.69K 0.03% 211
2017
Q2 		$230K Sell
830
-25
-3% -$6.87K 0.02% 215
2017
Q1 		$229K Sell
855
-11,755
-93% -$3.08M 0.02% 213
2016
Q4 		$3.15M Buy
12,610
+1,587
+14% +$397K 0.35% 39
2016
Q3 		$2.64M Buy
11,023
+646
+6% +$162K 0.29% 46
2016
Q2 		$2.58M Buy
10,377
+373
+4% +$87.9K 0.29% 48
2016
Q1 		$2.22M Buy
10,004
+835
+9% +$180K 0.27% 54
2015
Q4 		$1.99M Buy
9,169
+664
+8% +$144K 0.25% 54
2015
Q3 		$1.76M Buy
8,505
+203
+2% +$41.3K 0.23% 56
2015
Q2 		$1.54M Buy
8,302
+589
+8% +$113K 0.17% 70
2015
Q1 		$1.57M Buy
7,713
+671
+10% +$132K 0.17% 64
2014
Q4 		$1.36M Buy
7,042
+357
+5% +$66.3K 0.15% 71
2014
Q3 		$1.22M Buy
6,685
+682
+11% +$116K 0.13% 72
2014
Q2 		$965K Buy
6,003
+1,616
+37% +$263K 0.1% 91
2014
Q1 		$717K Buy
4,387
+1,491
+51% +$234K 0.08% 107
2013
Q4 		$430K Buy
2,896
+551
+23% +$74.8K 0.05% 152
2013
Q3 		$299K Buy
2,345
+125
+6% +$15.2K 0.04% 173
2013
Q2 		$241K Buy
+2,220
New +$227K 0.03% 188

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BancorpSouth's LMT Position: Q3 2017 in Review

BancorpSouth increased its Lockheed Martin (LMT) stake by 1.1% in Q3 2017, buying an estimated $2.69K and bringing the position to 839 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #211.

BancorpSouth first reported a position in LMT in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.15M in Q4 2016. 1,300 funds tracked by Wall St. Rank hold LMT as of Q3 2017.

  • BancorpSouth held 839 shares of Lockheed Martin worth $260K as of Q3 2017.
  • BancorpSouth bought 9 Lockheed Martin shares in Q3 2017, an estimated $2.69K.
  • Lockheed Martin made up 0.03% of BancorpSouth's portfolio in Q3 2017, its #211 holding.
  • BancorpSouth first reported a position in Lockheed Martin in Q2 2013 and has held it in 18 quarters since.
  • BancorpSouth's Lockheed Martin position peaked at $3.15M in Q4 2016.
  • 1,300 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.