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Elkhorn Investments’s Lockheed Martin LMT Stock Holding History

Elkhorn Investments’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 		$2.02M Buy
6,329
+2,434
+62% +$767K 1.06% 28
2017
Q3 		$1.21M Sell
3,895
-400
-9% -$119K 0.9% 78
2017
Q2 		$1.28M Sell
4,295
-157
-4% -$43.1K 0.99% 42
2017
Q1 		$1.19M Buy
+4,452
New +$1.17M 0.98% 48

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

Elkhorn Investments's LMT Position: Q4 2017 in Review

Elkhorn Investments increased its Lockheed Martin (LMT) stake by 62% in Q4 2017, buying an estimated $767K and bringing the position to 6,329 shares worth $2.02M. The position accounts for 1.06% of the portfolio, ranked #28.

Elkhorn Investments first reported a position in LMT in Q1 2017 and has held it in 4 quarters since. 1,448 funds tracked by Wall St. Rank hold LMT as of Q4 2017.

  • Elkhorn Investments held 6,329 shares of Lockheed Martin worth $2.02M as of Q4 2017.
  • Elkhorn Investments bought 2,434 Lockheed Martin shares in Q4 2017, an estimated $767K.
  • Lockheed Martin made up 1.06% of Elkhorn Investments's portfolio in Q4 2017, its #28 holding.
  • Elkhorn Investments first reported a position in Lockheed Martin in Q1 2017 and has held it in 4 quarters since.
  • 1,448 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.