Founders Bank & Trust’s Lockheed Martin LMT Stock Holding History

Founders Bank & 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
2014 Q4	$55K	Sell	285 -165	-37%	-$30.6K	0.03%	172
2014 Q3	$82K	Hold	450	–	–	0.05%	152
2014 Q2	$72K	Hold	450	–	–	0.04%	158
2014 Q1	$73K	Sell	450 -263	-37%	-$41.3K	0.04%	146
2013 Q4	$107K	Hold	713	–	–	0.06%	119
2013 Q3	$91K	Hold	713	–	–	0.05%	127
2013 Q2	$77K	Buy	+713	New	+$72.8K	0.04%	126

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Founders Bank & Trust's LMT Position: Q4 2014 in Review

Founders Bank & Trust reduced its Lockheed Martin (LMT) stake by 37% in Q4 2014, selling an estimated $30.6K and leaving 285 shares worth $55K. The position accounts for 0.03% of the portfolio, ranked #172.

Founders Bank & Trust first reported a position in LMT in Q2 2013 and has held it in 7 quarters since. The position peaked at $107K in Q4 2013. 992 funds tracked by Wall St. Rank hold LMT as of Q4 2014.

Founders Bank & Trust held 285 shares of Lockheed Martin worth $55K as of Q4 2014.
Founders Bank & Trust sold 165 Lockheed Martin shares in Q4 2014, an estimated $30.6K.
Lockheed Martin made up 0.03% of Founders Bank & Trust's portfolio in Q4 2014, its #172 holding.
Founders Bank & Trust first reported a position in Lockheed Martin in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's Lockheed Martin position peaked at $107K in Q4 2013.
992 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.