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Invictus RG’s Lockheed Martin LMT Stock Holding History

Invictus RG’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 		– Sell
-328
Closed -$102K – 383
2017
Q3 		$102K Buy
328
+305
+1,326% +$91K 0.09% 292
2017
Q2 		$6K Sell
23
-34
-60% -$9.34K ﹤0.01% 588
2017
Q1 		$15K Buy
+57
New +$14.9K 0.01% 635
2016
Q4 		– Sell
-328
Closed -$79K – 704
2016
Q3 		$79K Sell
328
-55
-14% -$13.8K 0.06% 432
2016
Q2 		$95K Buy
+383
New +$90.3K 0.1% 302

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

Invictus RG's LMT Position: Q4 2017 in Review

Invictus RG sold out of Lockheed Martin (LMT) in Q4 2017, closing a stake of 328 shares — an estimated $102K sold.

Invictus RG first reported a position in LMT in Q2 2016 and held it in 5 quarters. The position peaked at $102K in Q3 2017. 1,448 funds tracked by Wall St. Rank hold LMT as of Q4 2017.

  • Invictus RG reported no remaining Lockheed Martin position as of Q4 2017 after selling out during the quarter.
  • Invictus RG sold 328 Lockheed Martin shares in Q4 2017, an estimated $102K.
  • Invictus RG first reported a position in Lockheed Martin in Q2 2016 and held it in 5 quarters.
  • Invictus RG's Lockheed Martin position peaked at $102K in Q3 2017.
  • 1,448 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.