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Marvin & Palmer Associates’s Lockheed Martin LMT Stock Holding History

Marvin & Palmer 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
2016
Q3 		– Sell
-5,675
Closed -$1.41M – 42
2016
Q2 		$1.41M Sell
5,675
-1,100
-16% -$259K 1.91% 28
2016
Q1 		$1.5M Buy
6,775
+250
+4% +$53.8K 1.75% 30
2015
Q4 		$1.42M Sell
6,525
-300
-4% -$65.1K 1.45% 35
2015
Q3 		$1.42M Sell
6,825
-725
-10% -$148K 1.69% 33
2015
Q2 		$1.4M Sell
7,550
-50
-0.7% -$9.63K 1.33% 35
2015
Q1 		$1.54M Buy
7,600
+882
+13% +$174K 1.34% 39
2014
Q4 		$1.29M Sell
6,718
-137
-2% -$25.4K 1.31% 35
2014
Q3 		$1.25M Sell
6,855
-1,944
-22% -$331K 1.28% 36
2014
Q2 		$1.41M Sell
8,799
-101
-1% -$16.4K 1.23% 39
2014
Q1 		$1.45M Sell
8,900
-1,800
-17% -$283K 1.27% 35
2013
Q4 		$1.59M Buy
10,700
+300
+3% +$40.7K 0.96% 45
2013
Q3 		$1.33M Buy
+10,400
New +$1.26M 0.87% 47

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Marvin & Palmer Associates's LMT Position: Q3 2016 in Review

Marvin & Palmer Associates sold out of Lockheed Martin (LMT) in Q3 2016, closing a stake of 5,675 shares — an estimated $1.41M sold.

Marvin & Palmer Associates first reported a position in LMT in Q3 2013 and held it in 12 quarters. The position peaked at $1.59M in Q4 2013. 1,117 funds tracked by Wall St. Rank hold LMT as of Q3 2016.

  • Marvin & Palmer Associates reported no remaining Lockheed Martin position as of Q3 2016 after selling out during the quarter.
  • Marvin & Palmer Associates sold 5,675 Lockheed Martin shares in Q3 2016, an estimated $1.41M.
  • Marvin & Palmer Associates first reported a position in Lockheed Martin in Q3 2013 and held it in 12 quarters.
  • Marvin & Palmer Associates's Lockheed Martin position peaked at $1.59M in Q4 2013.
  • 1,117 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2016.

Based on Marvin & Palmer Associates's 13F filing for Q3 2016, filed 16 Nov 2016.