Piershale Financial Group’s Lockheed Martin LMT Stock Holding History

Piershale Financial Group’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 Q3	–	Sell	-111	Closed	-$27K	–	164
2016 Q2	$27K	Buy	111 +1	+0.9%	+$236	0.02%	49
2016 Q1	$24K	Buy	110 +1	+0.9%	+$215	0.01%	52
2015 Q4	$24K	Buy	109 +1	+0.9%	+$217	0.01%	68
2015 Q3	$22K	Sell	108 -46	-30%	-$9.36K	0.02%	51
2015 Q2	$29K	Buy	154 +77	+100%	+$14.8K	0.02%	40
2015 Q1	$16K	Buy	77 +1	+1%	+$197	0.01%	66
2014 Q4	$15K	Hold	76	–	–	0.01%	83
2014 Q3	$14K	Buy	76 +1	+1%	+$170	0.01%	73
2014 Q2	$12K	Hold	75	–	–	0.01%	89
2014 Q1	$12K	Buy	+75	New	+$11.8K	0.01%	75

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Piershale Financial Group's LMT Position: Q3 2016 in Review

Piershale Financial Group sold out of Lockheed Martin (LMT) in Q3 2016, closing a stake of 111 shares — an estimated $27K sold.

Piershale Financial Group first reported a position in LMT in Q1 2014 and held it in 10 quarters. The position peaked at $29K in Q2 2015. 1,117 funds tracked by Wall St. Rank hold LMT as of Q3 2016.

Piershale Financial Group reported no remaining Lockheed Martin position as of Q3 2016 after selling out during the quarter.
Piershale Financial Group sold 111 Lockheed Martin shares in Q3 2016, an estimated $27K.
Piershale Financial Group first reported a position in Lockheed Martin in Q1 2014 and held it in 10 quarters.
Piershale Financial Group's Lockheed Martin position peaked at $29K in Q2 2015.
1,117 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2016.

Based on Piershale Financial Group's 13F filing for Q3 2016, filed 18 Oct 2016.