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KMS Financial Services’s Lockheed Martin LMT Stock Holding History

KMS Financial Services’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
2014
Q3 		$3.98M Buy
21,772
+1,358
+7% +$231K 0.56% 39
2014
Q2 		$3.28M Sell
20,414
-94
-0.5% -$15.3K 0.47% 51
2014
Q1 		$3.35M Buy
20,508
+7,695
+60% +$1.21M 0.53% 38
2013
Q4 		$1.91M Buy
+12,813
New +$1.74M 0.32% 69

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KMS Financial Services's LMT Position: Q3 2014 in Review

KMS Financial Services increased its Lockheed Martin (LMT) stake by 6.7% in Q3 2014, buying an estimated $231K and bringing the position to 21,772 shares worth $3.98M. The position accounts for 0.56% of the portfolio, ranked #39.

KMS Financial Services first reported a position in LMT in Q4 2013 and has held it in 4 quarters since. 918 funds tracked by Wall St. Rank hold LMT as of Q3 2014.

  • KMS Financial Services held 21,772 shares of Lockheed Martin worth $3.98M as of Q3 2014.
  • KMS Financial Services bought 1,358 Lockheed Martin shares in Q3 2014, an estimated $231K.
  • Lockheed Martin made up 0.56% of KMS Financial Services's portfolio in Q3 2014, its #39 holding.
  • KMS Financial Services first reported a position in Lockheed Martin in Q4 2013 and has held it in 4 quarters since.
  • 918 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.