Family Capital Trust’s Lockheed Martin LMT Stock Holding History

Family Capital Trust’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 Q1	–	Sell	-429	Closed	-$107K	–	61
2016 Q4	$107K	Sell	429 -15	-3%	-$3.75K	0.06%	49
2016 Q3	$106K	Hold	444	–	–	0.06%	51
2016 Q2	$110K	Hold	444	–	–	0.07%	47
2016 Q1	$98K	Buy	444 +110	+33%	+$23.7K	0.06%	49
2015 Q4	$73K	Sell	334 -12	-3%	-$2.6K	0.04%	50
2015 Q3	$72K	Hold	346	–	–	0.04%	58
2015 Q2	$64K	Hold	346	–	–	0.04%	57
2015 Q1	$70K	Sell	346 -89	-20%	-$17.6K	0.04%	62
2014 Q4	$84K	Hold	435	–	–	0.04%	66
2014 Q3	$80K	Hold	435	–	–	0.04%	68
2014 Q2	$70K	Sell	435 -70	-14%	-$11.4K	0.04%	72
2014 Q1	$82K	Hold	505	–	–	0.04%	71
2013 Q4	$75K	Hold	505	–	–	0.04%	73
2013 Q3	$64K	Sell	505 -625	-55%	-$75.9K	0.04%	79
2013 Q2	$123K	Buy	+1,130	New	+$115K	0.08%	70

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Family Capital Trust's LMT Position: Q1 2017 in Review

Family Capital Trust sold out of Lockheed Martin (LMT) in Q1 2017, closing a stake of 429 shares — an estimated $107K sold.

Family Capital Trust first reported a position in LMT in Q2 2013 and held it in 15 quarters. The position peaked at $123K in Q2 2013. 1,224 funds tracked by Wall St. Rank hold LMT as of Q1 2017.

Family Capital Trust reported no remaining Lockheed Martin position as of Q1 2017 after selling out during the quarter.
Family Capital Trust sold 429 Lockheed Martin shares in Q1 2017, an estimated $107K.
Family Capital Trust first reported a position in Lockheed Martin in Q2 2013 and held it in 15 quarters.
Family Capital Trust's Lockheed Martin position peaked at $123K in Q2 2013.
1,224 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2017.

Based on Family Capital Trust's 13F filing for Q1 2017, filed 15 May 2017.