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Beach Investment Management’s Lockheed Martin LMT Stock Holding History

Beach Investment Management’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
Q2 		– Sell
-5,110
Closed -$1.04M – 58
2015
Q1 		$1.04M Hold
5,110
– – 1.53% 26
2014
Q4 		$984K Buy
+5,110
New +$948K 1.38% 34

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beach Investment Management's LMT Position: Q2 2015 in Review

Beach Investment Management sold out of Lockheed Martin (LMT) in Q2 2015, closing a stake of 5,110 shares — an estimated $1.04M sold.

Beach Investment Management first reported a position in LMT in Q4 2014 and held it in 2 quarters. The position peaked at $1.04M in Q1 2015. 1,006 funds tracked by Wall St. Rank hold LMT as of Q2 2015.

  • Beach Investment Management reported no remaining Lockheed Martin position as of Q2 2015 after selling out during the quarter.
  • Beach Investment Management sold 5,110 Lockheed Martin shares in Q2 2015, an estimated $1.04M.
  • Beach Investment Management first reported a position in Lockheed Martin in Q4 2014 and held it in 2 quarters.
  • Beach Investment Management's Lockheed Martin position peaked at $1.04M in Q1 2015.
  • 1,006 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2015.

Based on Beach Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.