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Forward Management’s Lockheed Martin LMT Stock Holding History

Forward 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
2015
Q4 		– Sell
-500
Closed -$104K – 276
2015
Q3 		$104K Buy
+500
New +$102K 0.01% 245

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Forward Management's LMT Position: Q4 2015 in Review

Forward Management sold out of Lockheed Martin (LMT) in Q4 2015, closing a stake of 500 shares — an estimated $104K sold.

Forward Management first reported a position in LMT in Q3 2015 and held it in 1 quarter. The position peaked at $104K in Q3 2015. 1,076 funds tracked by Wall St. Rank hold LMT as of Q4 2015.

  • Forward Management reported no remaining Lockheed Martin position as of Q4 2015 after selling out during the quarter.
  • Forward Management sold 500 Lockheed Martin shares in Q4 2015, an estimated $104K.
  • Forward Management first reported a position in Lockheed Martin in Q3 2015 and held it in 1 quarter.
  • Forward Management's Lockheed Martin position peaked at $104K in Q3 2015.
  • 1,076 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2015.

Based on Forward Management's 13F filing for Q4 2015, filed 11 Feb 2016.