Gary Goldberg Planning Services’s Lockheed Martin LMT Stock Holding History

Gary Goldberg Planning Services’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	$654K	Sell	3,396 -19,687	-85%	-$3.65M	0.27%	56
2014 Q3	$4.22M	Sell	23,083 -11,094	-32%	-$1.89M	1.76%	20
2014 Q2	$5.49M	Sell	34,177 -8,352	-20%	-$1.36M	2.42%	13
2014 Q1	$6.94M	Sell	42,529 -4,946	-10%	-$777K	3.39%	7
2013 Q4	$7.06M	Sell	47,475 -10,097	-18%	-$1.37M	4.11%	5
2013 Q3	$7.34M	Buy	57,572 +93	+0.2%	+$11.3K	4.46%	3
2013 Q2	$6.23M	Buy	+57,479	New	+$5.87M	3.98%	4

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's LMT Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Lockheed Martin (LMT) stake by 85% in Q4 2014, selling an estimated $3.65M and leaving 3,396 shares worth $654K. The position accounts for 0.27% of the portfolio, ranked #56.

Gary Goldberg Planning Services first reported a position in LMT in Q2 2013 and has held it in 7 quarters since. The position peaked at $7.34M in Q3 2013. 991 funds tracked by Wall St. Rank hold LMT as of Q4 2014.

Gary Goldberg Planning Services held 3,396 shares of Lockheed Martin worth $654K as of Q4 2014.
Gary Goldberg Planning Services sold 19,687 Lockheed Martin shares in Q4 2014, an estimated $3.65M.
Lockheed Martin made up 0.27% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #56 holding.
Gary Goldberg Planning Services first reported a position in Lockheed Martin in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Lockheed Martin position peaked at $7.34M in Q3 2013.
991 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.