FIM
LMT icon

Foresters Investment Management’s Lockheed Martin LMT Stock Holding History

Foresters Investment Management’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
2019
Q3 		$45.3M Sell
116,115
-4,039
-3% -$1.52M 0.9% 24
2019
Q2 		$43.7M Sell
120,154
-29,785
-20% -$9.96M 0.78% 30
2019
Q1 		$45M Sell
149,939
-1,200
-0.8% -$352K 0.79% 26
2018
Q4 		$39.6M Buy
151,139
+49,900
+49% +$15.1M 0.75% 30
2018
Q3 		$35M Buy
101,239
+32,100
+46% +$10.4M 0.55% 52
2018
Q2 		$20.4M Buy
69,139
+500
+0.7% +$161K 0.35% 104
2018
Q1 		$23.2M Buy
68,639
+10,924
+19% +$3.72M 0.39% 94
2017
Q4 		$18.5M Buy
57,715
+19
+0% +$5.99K 0.29% 127
2017
Q3 		$17.9M Buy
57,696
+55
+0.1% +$16.4K 0.29% 130
2017
Q2 		$16M Buy
57,641
+1,052
+2% +$289K 0.27% 135
2017
Q1 		$15.1M Buy
56,589
+100
+0.2% +$26.2K 0.27% 141
2016
Q4 		$14.1M Buy
56,489
+250
+0.4% +$62.5K 0.25% 145
2016
Q3 		$13.5M Buy
56,239
+300
+0.5% +$75.1K 0.25% 134
2016
Q2 		$13.9M Buy
55,939
+1,839
+3% +$434K 0.27% 126
2016
Q1 		$12M Hold
54,100
– – 0.24% 135
2015
Q4 		$11.7M Hold
54,100
– – 0.24% 138
2015
Q3 		$11.2M Buy
54,100
+300
+0.6% +$61K 0.24% 135
2015
Q2 		$10M Buy
53,800
+3,680
+7% +$709K 0.19% 156
2015
Q1 		$10.2M Buy
50,120
+6,720
+15% +$1.33M 0.2% 152
2014
Q4 		$8.36M Buy
43,400
+13,000
+43% +$2.41M 0.17% 169
2014
Q3 		$5.56M Hold
30,400
– – 0.12% 189
2014
Q2 		$4.89M Hold
30,400
– – 0.1% 207
2014
Q1 		$4.96M Hold
30,400
– – 0.11% 201
2013
Q4 		$4.52M Sell
30,400
-15,300
-33% -$2.08M 0.1% 202
2013
Q3 		$5.83M Sell
45,700
-7,600
-14% -$923K 0.14% 183
2013
Q2 		$5.78M Buy
+53,300
New +$5.44M 0.17% 142

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Foresters Investment Management's LMT Position: Q3 2019 in Review

Foresters Investment Management reduced its Lockheed Martin (LMT) stake by 3.4% in Q3 2019, selling an estimated $1.52M and leaving 116,115 shares worth $45.3M. The position accounts for 0.9% of the portfolio, ranked #24.

Foresters Investment Management first reported a position in LMT in Q2 2013 and has held it in 26 quarters since. 1,687 funds tracked by Wall St. Rank hold LMT as of Q3 2019.

  • Foresters Investment Management held 116,115 shares of Lockheed Martin worth $45.3M as of Q3 2019.
  • Foresters Investment Management sold 4,039 Lockheed Martin shares in Q3 2019, an estimated $1.52M.
  • Lockheed Martin made up 0.9% of Foresters Investment Management's portfolio in Q3 2019, its #24 holding.
  • Foresters Investment Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 26 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.