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JLB & Associates’s Lockheed Martin LMT Stock Holding History

JLB & 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
2013
Q3 		– Sell
-7,285
Closed -$790K – 76
2013
Q2 		$790K Buy
+7,285
New +$744K 0.36% 57

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Vanguard Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JLB & Associates's LMT Position: Q3 2013 in Review

JLB & Associates sold out of Lockheed Martin (LMT) in Q3 2013, closing a stake of 7,285 shares — an estimated $790K sold.

JLB & Associates first reported a position in LMT in Q2 2013 and held it in 1 quarter. The position peaked at $790K in Q2 2013. 761 funds tracked by Wall St. Rank hold LMT as of Q3 2013.

  • JLB & Associates reported no remaining Lockheed Martin position as of Q3 2013 after selling out during the quarter.
  • JLB & Associates sold 7,285 Lockheed Martin shares in Q3 2013, an estimated $790K.
  • JLB & Associates first reported a position in Lockheed Martin in Q2 2013 and held it in 1 quarter.
  • JLB & Associates's Lockheed Martin position peaked at $790K in Q2 2013.
  • 761 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2013.

Based on JLB & Associates's 13F filing for Q3 2013, filed 7 Oct 2013.