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Robert N. Shapiro’s Lockheed Martin LMT Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$830K Sell
4,306
-530
-11% -$98.4K 0.17% 137
2014
Q3 		$884K Buy
4,836
+92
+2% +$15.7K 0.17% 141
2014
Q2 		$763K Buy
4,744
+160
+3% +$26K 0.14% 148
2014
Q1 		$749K Buy
4,584
+470
+11% +$73.8K 0.14% 150
2013
Q4 		$612K Sell
4,114
-7
-0.2% -$951 0.11% 161
2013
Q3 		$526K Sell
4,121
-2
-0% -$243 0.09% 173
2013
Q2 		$448K Buy
+4,123
New +$421K 0.09% 178

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robert N. Shapiro's LMT Position: Q4 2014 in Review

Robert N. Shapiro reduced its Lockheed Martin (LMT) stake by 11% in Q4 2014, selling an estimated $98.4K and leaving 4,306 shares worth $830K. The position accounts for 0.17% of the portfolio, ranked #137.

Robert N. Shapiro first reported a position in LMT in Q2 2013 and has held it in 7 quarters since. The position peaked at $884K in Q3 2014. 992 funds tracked by Wall St. Rank hold LMT as of Q4 2014.

  • Robert N. Shapiro held 4,306 shares of Lockheed Martin worth $830K as of Q4 2014.
  • Robert N. Shapiro sold 530 Lockheed Martin shares in Q4 2014, an estimated $98.4K.
  • Lockheed Martin made up 0.17% of Robert N. Shapiro's portfolio in Q4 2014, its #137 holding.
  • Robert N. Shapiro first reported a position in Lockheed Martin in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Lockheed Martin position peaked at $884K in Q3 2014.
  • 992 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.