Old Mutual Customised Solutions’s Lockheed Martin LMT Stock Holding History

Old Mutual Customised Solutions’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 Q2	$1.41M	Hold	4,784	–	–	0.14%	181
2018 Q1	$1.62M	Hold	4,784	–	–	0.17%	156
2017 Q4	$1.54M	Hold	4,784	–	–	0.16%	161
2017 Q3	$1.48M	Hold	4,784	–	–	0.2%	126
2017 Q2	$1.33M	Hold	4,784	–	–	0.2%	131
2017 Q1	$1.28M	Buy	4,784 +1,384	+41%	+$362K	0.2%	127
2016 Q4	$850K	Buy	3,400 +2,000	+143%	+$500K	0.16%	161
2016 Q3	$336K	Sell	1,400 -400	-22%	-$100K	0.1%	248
2016 Q2	$447K	Hold	1,800	–	–	0.11%	224
2016 Q1	$399K	Sell	1,800 -1,000	-36%	-$215K	0.1%	247
2015 Q4	$608K	Hold	2,800	–	–	0.15%	155
2015 Q3	$580K	Hold	2,800	–	–	0.16%	160
2015 Q2	$521K	Hold	2,800	–	–	0.12%	193
2015 Q1	$568K	Sell	2,800 -1,400	-33%	-$276K	0.14%	177
2014 Q4	$809K	Sell	4,200 -200	-5%	-$37.1K	0.23%	101
2014 Q3	$804K	Sell	4,400 -700	-14%	-$119K	0.23%	91
2014 Q2	$820K	Sell	5,100 -300	-6%	-$48.8K	0.2%	115
2014 Q1	$881K	Sell	5,400 -1,500	-22%	-$236K	0.22%	94
2013 Q4	$1.03M	Buy	6,900 +300	+5%	+$40.7K	0.27%	76
2013 Q3	$842K	Buy	6,600 +1,700	+35%	+$206K	0.24%	86
2013 Q2	$531K	Buy	+4,900	New	+$501K	0.15%	141

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Old Mutual Customised Solutions's LMT Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Lockheed Martin (LMT) position steady in Q2 2018 at 4,784 shares worth $1.41M. The position accounts for 0.14% of the portfolio, ranked #181.

Old Mutual Customised Solutions first reported a position in LMT in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.62M in Q1 2018. 1,451 funds tracked by Wall St. Rank hold LMT as of Q2 2018.

Old Mutual Customised Solutions held 4,784 shares of Lockheed Martin worth $1.41M as of Q2 2018.
Old Mutual Customised Solutions left its Lockheed Martin share count unchanged in Q2 2018.
Lockheed Martin made up 0.14% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #181 holding.
Old Mutual Customised Solutions first reported a position in Lockheed Martin in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Lockheed Martin position peaked at $1.62M in Q1 2018.
1,451 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.