Parasol Investment Management’s Lockheed Martin LMT Stock Holding History

Parasol 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
2017 Q1	$84K	Sell	315 -897	-74%	-$235K	0.14%	49
2016 Q4	$303K	Hold	1,212	–	–	0.32%	49
2016 Q3	$291K	Buy	1,212 +60	+5%	+$15K	0.3%	49
2016 Q2	$286K	Buy	1,152 +100	+10%	+$23.6K	0.3%	49
2016 Q1	$233K	Buy	1,052 +165	+19%	+$35.5K	0.23%	51
2015 Q4	$193K	Buy	887 +255	+40%	+$55.3K	0.19%	52
2015 Q3	$131K	Buy	632 +480	+316%	+$97.7K	0.12%	62
2015 Q2	$28K	Hold	152	–	–	0.02%	137
2015 Q1	$31K	Hold	152	–	–	0.02%	134
2014 Q4	$29K	Hold	152	–	–	0.02%	154
2014 Q3	$28K	Hold	152	–	–	0.02%	143
2014 Q2	$24K	Buy	152 +52	+52%	+$8.45K	0.02%	151
2014 Q1	$16K	Buy	+100	New	+$15.7K	0.01%	156

Other funds holding LMT

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Parasol Investment Management's LMT Position: Q1 2017 in Review

Parasol Investment Management reduced its Lockheed Martin (LMT) stake by 74% in Q1 2017, selling an estimated $235K and leaving 315 shares worth $84K. The position accounts for 0.14% of the portfolio, ranked #49.

Parasol Investment Management first reported a position in LMT in Q1 2014 and has held it in 13 quarters since. The position peaked at $303K in Q4 2016. 1,224 funds tracked by Wall St. Rank hold LMT as of Q1 2017.

Parasol Investment Management held 315 shares of Lockheed Martin worth $84K as of Q1 2017.
Parasol Investment Management sold 897 Lockheed Martin shares in Q1 2017, an estimated $235K.
Lockheed Martin made up 0.14% of Parasol Investment Management's portfolio in Q1 2017, its #49 holding.
Parasol Investment Management first reported a position in Lockheed Martin in Q1 2014 and has held it in 13 quarters since.
Parasol Investment Management's Lockheed Martin position peaked at $303K in Q4 2016.
1,224 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.