MBE
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Michael B. Elefante’s Lockheed Martin LMT Stock Holding History

Michael B. Elefante’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
Q4 		$146K Sell
760
-10
-1% -$1.86K 0.16% 87
2014
Q3 		$141K Sell
770
-125
-14% -$21.3K 0.06% 109
2014
Q2 		$144K Sell
895
-40
-4% -$6.5K 0.06% 122
2014
Q1 		$153K Buy
+935
New +$147K 0.07% 115

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Michael B. Elefante's LMT Position: Q4 2014 in Review

Michael B. Elefante reduced its Lockheed Martin (LMT) stake by 1.3% in Q4 2014, selling an estimated $1.86K and leaving 760 shares worth $146K. The position accounts for 0.16% of the portfolio, ranked #87.

Michael B. Elefante first reported a position in LMT in Q1 2014 and has held it in 4 quarters since. The position peaked at $153K in Q1 2014. 992 funds tracked by Wall St. Rank hold LMT as of Q4 2014.

  • Michael B. Elefante held 760 shares of Lockheed Martin worth $146K as of Q4 2014.
  • Michael B. Elefante sold 10 Lockheed Martin shares in Q4 2014, an estimated $1.86K.
  • Lockheed Martin made up 0.16% of Michael B. Elefante's portfolio in Q4 2014, its #87 holding.
  • Michael B. Elefante first reported a position in Lockheed Martin in Q1 2014 and has held it in 4 quarters since.
  • Michael B. Elefante's Lockheed Martin position peaked at $153K in Q1 2014.
  • 992 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.