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Peachtree Investment Advisors’s Lockheed Martin LMT Stock Holding History

Peachtree Investment Advisors’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
Q3 		– Sell
-125
Closed -$23K – 192
2015
Q2 		$23K Hold
125
– – 0.02% 224
2015
Q1 		$25K Hold
125
– – 0.02% 234
2014
Q4 		$24K Hold
125
– – 0.02% 252
2014
Q3 		$23K Buy
+125
New +$21.3K 0.02% 257

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Peachtree Investment Advisors's LMT Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Lockheed Martin (LMT) in Q3 2015, closing a stake of 125 shares — an estimated $23K sold.

Peachtree Investment Advisors first reported a position in LMT in Q3 2014 and held it in 4 quarters. The position peaked at $25K in Q1 2015. 1,021 funds tracked by Wall St. Rank hold LMT as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Lockheed Martin position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 125 Lockheed Martin shares in Q3 2015, an estimated $23K.
  • Peachtree Investment Advisors first reported a position in Lockheed Martin in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Lockheed Martin position peaked at $25K in Q1 2015.
  • 1,021 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.