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Lucus Advisors’s Lockheed Martin LMT Stock Holding History

Lucus Advisors’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
2018
Q1 		$229K Sell
679
-379
-36% -$129K 0.4% 48
2017
Q4 		$340K Sell
1,058
-67
-6% -$21.1K 0.5% 50
2017
Q3 		$349K Buy
+1,125
New +$336K 0.49% 75
2015
Q2 		– Sell
-2,797
Closed -$568K – 365
2015
Q1 		$568K Buy
2,797
+328
+13% +$64.8K 0.29% 27
2014
Q4 		$475K Buy
+2,469
New +$458K 0.21% 134

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lucus Advisors's LMT Position: Q1 2018 in Review

Lucus Advisors reduced its Lockheed Martin (LMT) stake by 36% in Q1 2018, selling an estimated $129K and leaving 679 shares worth $229K. The position accounts for 0.4% of the portfolio, ranked #48.

Lucus Advisors first reported a position in LMT in Q4 2014 and has held it in 5 quarters since. The position peaked at $568K in Q1 2015. 1,460 funds tracked by Wall St. Rank hold LMT as of Q1 2018.

  • Lucus Advisors held 679 shares of Lockheed Martin worth $229K as of Q1 2018.
  • Lucus Advisors sold 379 Lockheed Martin shares in Q1 2018, an estimated $129K.
  • Lockheed Martin made up 0.4% of Lucus Advisors's portfolio in Q1 2018, its #48 holding.
  • Lucus Advisors first reported a position in Lockheed Martin in Q4 2014 and has held it in 5 quarters since.
  • Lucus Advisors's Lockheed Martin position peaked at $568K in Q1 2015.
  • 1,460 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.