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McNamara Financial Services’s Lockheed Martin LMT Stock Holding History

McNamara 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
2015
Q1 		– Sell
-660
Closed -$127K – 116
2014
Q4 		$127K Buy
+660
New +$122K 0.12% 75

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McNamara Financial Services's LMT Position: Q1 2015 in Review

McNamara Financial Services sold out of Lockheed Martin (LMT) in Q1 2015, closing a stake of 660 shares — an estimated $127K sold.

McNamara Financial Services first reported a position in LMT in Q4 2014 and held it in 1 quarter. The position peaked at $127K in Q4 2014. 982 funds tracked by Wall St. Rank hold LMT as of Q1 2015.

  • McNamara Financial Services reported no remaining Lockheed Martin position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 660 Lockheed Martin shares in Q1 2015, an estimated $127K.
  • McNamara Financial Services first reported a position in Lockheed Martin in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Lockheed Martin position peaked at $127K in Q4 2014.
  • 982 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.