Independent Portfolio Consultants’s Lockheed Martin LMT Stock Holding History

Independent Portfolio Consultants’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 Q2	$18K	Hold	65	–	–	0.01%	626
2017 Q1	$17K	Buy	65 +63	+3,150%	+$16.5K	0.01%	672
2016 Q4	$0	Buy	+2	New	+$500	﹤0.01%	843
2015 Q2	–	Sell	-27	Closed	-$5K	–	962
2015 Q1	$5K	Buy	+27	New	+$5.33K	﹤0.01%	771
2014 Q3	–	Sell	-475	Closed	-$76K	–	906
2014 Q2	$76K	Buy	+475	New	+$77.2K	0.02%	570

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Independent Portfolio Consultants's LMT Position: Q2 2017 in Review

Independent Portfolio Consultants held its Lockheed Martin (LMT) position steady in Q2 2017 at 65 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #626.

Independent Portfolio Consultants first reported a position in LMT in Q2 2014 and has held it in 5 quarters since. The position peaked at $76K in Q2 2014. 1,261 funds tracked by Wall St. Rank hold LMT as of Q2 2017.

Independent Portfolio Consultants held 65 shares of Lockheed Martin worth $18K as of Q2 2017.
Independent Portfolio Consultants left its Lockheed Martin share count unchanged in Q2 2017.
Lockheed Martin made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #626 holding.
Independent Portfolio Consultants first reported a position in Lockheed Martin in Q2 2014 and has held it in 5 quarters since.
Independent Portfolio Consultants's Lockheed Martin position peaked at $76K in Q2 2014.
1,261 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.