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Columbia Capital’s Lockheed Martin LMT Stock Holding History

Columbia Capital’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
Q4 		$625K Sell
3,244
-14,135
-81% -$2.62M 0.68% 58
2014
Q3 		$3.18M Buy
17,379
+16,573
+2,056% +$2.82M 4.26% 2
2014
Q2 		$130K Sell
806
-6,194
-88% -$1.01M 0.1% 67
2014
Q1 		$1.12M Buy
+7,000
New +$1.1M 0.8% 60

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Columbia Capital's LMT Position: Q4 2014 in Review

Columbia Capital reduced its Lockheed Martin (LMT) stake by 81% in Q4 2014, selling an estimated $2.62M and leaving 3,244 shares worth $625K. The position accounts for 0.68% of the portfolio, ranked #58.

Columbia Capital first reported a position in LMT in Q1 2014 and has held it in 4 quarters since. The position peaked at $3.18M in Q3 2014. 992 funds tracked by Wall St. Rank hold LMT as of Q4 2014.

  • Columbia Capital held 3,244 shares of Lockheed Martin worth $625K as of Q4 2014.
  • Columbia Capital sold 14,135 Lockheed Martin shares in Q4 2014, an estimated $2.62M.
  • Lockheed Martin made up 0.68% of Columbia Capital's portfolio in Q4 2014, its #58 holding.
  • Columbia Capital first reported a position in Lockheed Martin in Q1 2014 and has held it in 4 quarters since.
  • Columbia Capital's Lockheed Martin position peaked at $3.18M in Q3 2014.
  • 992 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2014.

Based on Columbia Capital's 13F filing for Q4 2014, filed 11 Feb 2015.