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Harfst & Associates’s Lockheed Martin LMT Stock Holding History

Harfst & Associates’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
2017
Q3 		– Sell
-100
Closed -$27K – 157
2017
Q2 		$27K Hold
100
– – 0.01% 162
2017
Q1 		$26K Buy
+100
New +$26.2K 0.01% 172
2016
Q1 		– Sell
-500
Closed -$108K – 164
2015
Q4 		$108K Buy
500
+160
+47% +$34.7K 0.04% 130
2015
Q3 		$70K Buy
340
+240
+240% +$48.8K 0.03% 163
2015
Q2 		$19K Buy
+100
New +$19.3K 0.01% 228

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harfst & Associates's LMT Position: Q3 2017 in Review

Harfst & Associates sold out of Lockheed Martin (LMT) in Q3 2017, closing a stake of 100 shares — an estimated $27K sold.

Harfst & Associates first reported a position in LMT in Q2 2015 and held it in 5 quarters. The position peaked at $108K in Q4 2015. 1,300 funds tracked by Wall St. Rank hold LMT as of Q3 2017.

  • Harfst & Associates reported no remaining Lockheed Martin position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 100 Lockheed Martin shares in Q3 2017, an estimated $27K.
  • Harfst & Associates first reported a position in Lockheed Martin in Q2 2015 and held it in 5 quarters.
  • Harfst & Associates's Lockheed Martin position peaked at $108K in Q4 2015.
  • 1,300 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.