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Charles Stewart Mott Foundation’s Lockheed Martin LMT Stock Holding History

Charles Stewart Mott Foundation’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
Q4 		– Sell
-1,134
Closed -$235K – 48
2015
Q3 		$235K Buy
+1,134
New +$231K 0.26% 73

Other funds holding LMT

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Stewart Mott Foundation's LMT Position: Q4 2015 in Review

Charles Stewart Mott Foundation sold out of Lockheed Martin (LMT) in Q4 2015, closing a stake of 1,134 shares — an estimated $235K sold.

Charles Stewart Mott Foundation first reported a position in LMT in Q3 2015 and held it in 1 quarter. The position peaked at $235K in Q3 2015. 1,077 funds tracked by Wall St. Rank hold LMT as of Q4 2015.

  • Charles Stewart Mott Foundation reported no remaining Lockheed Martin position as of Q4 2015 after selling out during the quarter.
  • Charles Stewart Mott Foundation sold 1,134 Lockheed Martin shares in Q4 2015, an estimated $235K.
  • Charles Stewart Mott Foundation first reported a position in Lockheed Martin in Q3 2015 and held it in 1 quarter.
  • Charles Stewart Mott Foundation's Lockheed Martin position peaked at $235K in Q3 2015.
  • 1,077 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2015.

Based on Charles Stewart Mott Foundation's 13F filing for Q4 2015, filed 16 Feb 2016.