Independence Trust’s Lockheed Martin LMT Stock Holding History

Independence 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
2017 Q4	$416K	Sell	1,297 -5	-0.4%	-$1.58K	0.46%	37
2017 Q3	$404K	Sell	1,302 -87	-6%	-$26K	0.46%	37
2017 Q2	$386K	Sell	1,389 -20	-1%	-$5.49K	0.46%	38
2017 Q1	$377K	Buy	1,409 +67	+5%	+$17.5K	0.48%	41
2016 Q4	$335K	Sell	1,342 -16	-1%	-$4K	0.46%	43
2016 Q3	$326K	Sell	1,358 -1,226	-47%	-$307K	0.53%	34
2016 Q2	$641K	Buy	2,584 +80	+3%	+$18.9K	0.99%	24
2016 Q1	$555K	Sell	2,504 -1,900	-43%	-$409K	0.88%	27
2015 Q4	$956K	Hold	4,404	–	–	1.24%	22
2015 Q3	$913K	Buy	4,404 +2,300	+109%	+$468K	0.94%	27
2015 Q2	$391K	Buy	2,104 +484	+30%	+$93.2K	0.26%	70
2015 Q1	$329K	Sell	1,620 -190	-10%	-$37.5K	0.21%	83
2014 Q4	$349K	Buy	+1,810	New	+$336K	0.21%	83

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independence Trust's LMT Position: Q4 2017 in Review

Independence Trust reduced its Lockheed Martin (LMT) stake by 0.38% in Q4 2017, selling an estimated $1.58K and leaving 1,297 shares worth $416K. The position accounts for 0.46% of the portfolio, ranked #37.

Independence Trust first reported a position in LMT in Q4 2014 and has held it in 13 quarters since. The position peaked at $956K in Q4 2015. 1,448 funds tracked by Wall St. Rank hold LMT as of Q4 2017.

Independence Trust held 1,297 shares of Lockheed Martin worth $416K as of Q4 2017.
Independence Trust sold 5 Lockheed Martin shares in Q4 2017, an estimated $1.58K.
Lockheed Martin made up 0.46% of Independence Trust's portfolio in Q4 2017, its #37 holding.
Independence Trust first reported a position in Lockheed Martin in Q4 2014 and has held it in 13 quarters since.
Independence Trust's Lockheed Martin position peaked at $956K in Q4 2015.
1,448 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.