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FolioMetrix’s Lockheed Martin LMT Stock Holding History

FolioMetrix’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
Q2 		$346K Sell
1,900
-1,700
-47% -$327K 0.14% 135
2015
Q1 		$731K Hold
3,600
– – 0.37% 61
2014
Q4 		$621K Buy
+3,600
New +$668K 0.44% 58

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FolioMetrix's LMT Position: Q2 2015 in Review

FolioMetrix reduced its Lockheed Martin (LMT) stake by 47% in Q2 2015, selling an estimated $327K and leaving 1,900 shares worth $346K. The position accounts for 0.14% of the portfolio, ranked #135.

FolioMetrix first reported a position in LMT in Q4 2014 and has held it in 3 quarters since. The position peaked at $731K in Q1 2015. 1,007 funds tracked by Wall St. Rank hold LMT as of Q2 2015.

  • FolioMetrix held 1,900 shares of Lockheed Martin worth $346K as of Q2 2015.
  • FolioMetrix sold 1,700 Lockheed Martin shares in Q2 2015, an estimated $327K.
  • Lockheed Martin made up 0.14% of FolioMetrix's portfolio in Q2 2015, its #135 holding.
  • FolioMetrix first reported a position in Lockheed Martin in Q4 2014 and has held it in 3 quarters since.
  • FolioMetrix's Lockheed Martin position peaked at $731K in Q1 2015.
  • 1,007 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.