Investors Capital Advisory Services’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$930K Buy
3,750
+1,438
+62% +$339K 0.18% 158
2016
Q1
$511K Buy
2,312
+136
+6% +$29.3K 0.1% 260
2015
Q4
$472K Sell
2,176
-226
-9% -$49K 0.09% 308
2015
Q3
$497K Buy
2,402
+132
+6% +$26.9K 0.1% 281
2015
Q2
$421K Sell
2,270
-25
-1% -$4.81K 0.08% 368
2015
Q1
$465K Buy
2,295
+165
+8% +$32.6K 0.09% 327
2014
Q4
$409K Buy
2,130
+372
+21% +$69K 0.08% 351
2014
Q3
$321K Sell
1,758
-323
-16% -$55K 0.06% 413
2014
Q2
$333K Sell
2,081
-247
-11% -$40.2K 0.05% 450
2014
Q1
$379K Sell
2,328
-2,165
-48% -$340K 0.08% 350
2013
Q4
$667K Buy
4,493
+1,791
+66% +$243K 0.16% 197
2013
Q3
$344K Buy
2,702
+44
+2% +$5.34K 0.09% 316
2013
Q2
$288K Buy
+2,658
New +$272K 0.09% 316

Other funds holding LMT

Investors Capital Advisory Services's LMT Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Lockheed Martin (LMT) stake by 62% in Q2 2016, buying an estimated $339K and bringing the position to 3,750 shares worth $930K. The position accounts for 0.18% of the portfolio, ranked #158.

Investors Capital Advisory Services first reported a position in LMT in Q2 2013 and has held it in 13 quarters since. 1,154 funds tracked by Wall St. Rank hold LMT as of Q2 2016.

  • Investors Capital Advisory Services held 3,750 shares of Lockheed Martin worth $930K as of Q2 2016.
  • Investors Capital Advisory Services bought 1,438 Lockheed Martin shares in Q2 2016, an estimated $339K.
  • Lockheed Martin made up 0.18% of Investors Capital Advisory Services's portfolio in Q2 2016, its #158 holding.
  • Investors Capital Advisory Services first reported a position in Lockheed Martin in Q2 2013 and has held it in 13 quarters since.
  • 1,154 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.