Fusion Investment Group’s Lockheed Martin LMT Stock Holding History

Fusion Investment Group’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	$161K	Sell	740 -279	-27%	-$60.5K	0.43%	63
2015 Q3	$211K	Sell	1,019 -68	-6%	-$13.8K	0.5%	60
2015 Q2	$202K	Buy	1,087 +255	+31%	+$49.1K	0.16%	92
2015 Q1	$169K	Sell	832 -834	-50%	-$165K	0.14%	89
2014 Q4	$321K	Sell	1,666 -140	-8%	-$26K	0.27%	67
2014 Q3	$330K	Sell	1,806 -706	-28%	-$120K	0.29%	52
2014 Q2	$403K	Sell	2,512 -351	-12%	-$57.1K	0.35%	52
2014 Q1	$467K	Sell	2,863 -110	-4%	-$17.3K	0.47%	37
2013 Q4	$442K	Buy	+2,973	New	+$404K	0.33%	69

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fusion Investment Group's LMT Position: Q4 2015 in Review

Fusion Investment Group reduced its Lockheed Martin (LMT) stake by 27% in Q4 2015, selling an estimated $60.5K and leaving 740 shares worth $161K. The position accounts for 0.43% of the portfolio, ranked #63.

Fusion Investment Group first reported a position in LMT in Q4 2013 and has held it in 9 quarters since. The position peaked at $467K in Q1 2014. 1,077 funds tracked by Wall St. Rank hold LMT as of Q4 2015.

Fusion Investment Group held 740 shares of Lockheed Martin worth $161K as of Q4 2015.
Fusion Investment Group sold 279 Lockheed Martin shares in Q4 2015, an estimated $60.5K.
Lockheed Martin made up 0.43% of Fusion Investment Group's portfolio in Q4 2015, its #63 holding.
Fusion Investment Group first reported a position in Lockheed Martin in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's Lockheed Martin position peaked at $467K in Q1 2014.
1,077 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.