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Orca Investment Management’s Lockheed Martin LMT Stock Holding History

Orca Investment Management’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
Q4 		– Sell
-5,616
Closed -$1.35M – 73
2016
Q3 		$1.35M Buy
5,616
+4
+0.1% +$1K 1.4% 26
2016
Q2 		$1.39M Sell
5,612
-69
-1% -$16.3K 1.36% 30
2016
Q1 		$1.26M Buy
+5,681
New +$1.22M 1.42% 29

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Orca Investment Management's LMT Position: Q4 2016 in Review

Orca Investment Management sold out of Lockheed Martin (LMT) in Q4 2016, closing a stake of 5,616 shares — an estimated $1.35M sold.

Orca Investment Management first reported a position in LMT in Q1 2016 and held it in 3 quarters. The position peaked at $1.39M in Q2 2016. 1,223 funds tracked by Wall St. Rank hold LMT as of Q4 2016.

  • Orca Investment Management reported no remaining Lockheed Martin position as of Q4 2016 after selling out during the quarter.
  • Orca Investment Management sold 5,616 Lockheed Martin shares in Q4 2016, an estimated $1.35M.
  • Orca Investment Management first reported a position in Lockheed Martin in Q1 2016 and held it in 3 quarters.
  • Orca Investment Management's Lockheed Martin position peaked at $1.39M in Q2 2016.
  • 1,223 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2016.

Based on Orca Investment Management's 13F filing for Q4 2016, filed 26 Jan 2017.