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Bellwether Investment Group’s Lockheed Martin LMT Stock Holding History

Bellwether Investment Group’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
Q4 		$356K Hold
1,111
– – 1.43% 22
2017
Q3 		$345K Hold
1,111
– – 1.62% 21
2017
Q2 		$308K Hold
1,111
– – 1.43% 29
2017
Q1 		$298K Sell
1,111
-807
-42% -$211K 0.79% 28
2016
Q4 		$479K Buy
+1,918
New +$479K 0.43% 64
2016
Q2 		$452K Buy
+1,824
New +$430K 0.5% 55

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

Bellwether Investment Group's LMT Position: Q4 2017 in Review

Bellwether Investment Group held its Lockheed Martin (LMT) position steady in Q4 2017 at 1,111 shares worth $356K. The position accounts for 1.43% of the portfolio, ranked #22.

Bellwether Investment Group first reported a position in LMT in Q2 2016 and has held it in 6 quarters since. The position peaked at $479K in Q4 2016. 1,448 funds tracked by Wall St. Rank hold LMT as of Q4 2017.

  • Bellwether Investment Group held 1,111 shares of Lockheed Martin worth $356K as of Q4 2017.
  • Bellwether Investment Group left its Lockheed Martin share count unchanged in Q4 2017.
  • Lockheed Martin made up 1.43% of Bellwether Investment Group's portfolio in Q4 2017, its #22 holding.
  • Bellwether Investment Group first reported a position in Lockheed Martin in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's Lockheed Martin position peaked at $479K in Q4 2016.
  • 1,448 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.