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Credential Securities’s Lockheed Martin LMT Stock Holding History

Credential Securities’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
2018
Q2 		$1.07M Sell
3,627
-254
-7% -$81.9K 0.24% 64
2018
Q1 		$1.31M Sell
3,881
-111
-3% -$37.8K 0.31% 55
2017
Q4 		$1.28M Sell
3,992
-75
-2% -$23.6K 0.31% 61
2017
Q3 		$1.26M Buy
4,067
+13
+0.3% +$3.88K 0.34% 58
2017
Q2 		$1.12M Sell
4,054
-62
-2% -$17K 0.34% 64
2017
Q1 		$1.1M Sell
4,116
-33
-0.8% -$8.64K 0.39% 56
2016
Q4 		$1.04M Sell
4,149
-144
-3% -$36K 0.41% 58
2016
Q3 		$1.03M Buy
4,293
+16
+0.4% +$4K 0.47% 59
2016
Q2 		$1.06M Buy
4,277
+10
+0.2% +$2.36K 0.55% 53
2016
Q1 		$945K Buy
4,267
+31
+0.7% +$6.67K 0.55% 48
2015
Q4 		$920K Buy
4,236
+127
+3% +$27.6K 0.6% 47
2015
Q3 		$852K Buy
4,109
+23
+0.6% +$4.68K 0.59% 50
2015
Q2 		$759K Buy
4,086
+117
+3% +$22.5K 0.48% 63
2015
Q1 		$806K Buy
3,969
+195
+5% +$38.5K 0.52% 55
2014
Q4 		$727K Buy
3,774
+99
+3% +$18.4K 0.47% 65
2014
Q3 		$667K Buy
3,675
+266
+8% +$45.3K 0.45% 68
2014
Q2 		$548K Buy
3,409
+365
+12% +$59.3K 0.36% 80
2014
Q1 		$497K Buy
+3,044
New +$478K 0.37% 78

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credential Securities's LMT Position: Q2 2018 in Review

Credential Securities reduced its Lockheed Martin (LMT) stake by 6.5% in Q2 2018, selling an estimated $81.9K and leaving 3,627 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #64.

Credential Securities first reported a position in LMT in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.31M in Q1 2018. 1,451 funds tracked by Wall St. Rank hold LMT as of Q2 2018.

  • Credential Securities held 3,627 shares of Lockheed Martin worth $1.07M as of Q2 2018.
  • Credential Securities sold 254 Lockheed Martin shares in Q2 2018, an estimated $81.9K.
  • Lockheed Martin made up 0.24% of Credential Securities's portfolio in Q2 2018, its #64 holding.
  • Credential Securities first reported a position in Lockheed Martin in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Lockheed Martin position peaked at $1.31M in Q1 2018.
  • 1,451 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.