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Banyan Partners’s Lockheed Martin LMT Stock Holding History

Banyan 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
2014
Q3 		$1.68M Buy
9,169
+90
+1% +$15.3K 0.14% 168
2014
Q2 		$1.46M Buy
9,079
+148
+2% +$24.1K 0.12% 190
2014
Q1 		$1.46M Buy
8,931
+98
+1% +$15.4K 0.13% 184
2013
Q4 		$1.31M Buy
8,833
+10
+0.1% +$1.36K 0.09% 204
2013
Q3 		$1.13M Buy
8,823
+557
+7% +$67.6K 0.1% 171
2013
Q2 		$897K Buy
+8,266
New +$844K 0.18% 115

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Banyan Partners's LMT Position: Q3 2014 in Review

Banyan Partners increased its Lockheed Martin (LMT) stake by 0.99% in Q3 2014, buying an estimated $15.3K and bringing the position to 9,169 shares worth $1.68M. The position accounts for 0.14% of the portfolio, ranked #168.

Banyan Partners first reported a position in LMT in Q2 2013 and has held it in 6 quarters since. 919 funds tracked by Wall St. Rank hold LMT as of Q3 2014.

  • Banyan Partners held 9,169 shares of Lockheed Martin worth $1.68M as of Q3 2014.
  • Banyan Partners bought 90 Lockheed Martin shares in Q3 2014, an estimated $15.3K.
  • Lockheed Martin made up 0.14% of Banyan Partners's portfolio in Q3 2014, its #168 holding.
  • Banyan Partners first reported a position in Lockheed Martin in Q2 2013 and has held it in 6 quarters since.
  • 919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.