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Rockefeller Financial Services’s Lockheed Martin LMT Stock Holding History

Rockefeller Financial Services’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
Q4 		$642K Hold
2,000
– – 0.01% 262
2017
Q3 		$621K Buy
+2,000
New +$597K 0.01% 250
2014
Q3 		– Sell
-24
Closed -$4K – 541
2014
Q2 		$4K Buy
+24
New +$3.9K ﹤0.01% 540

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Financial Services's LMT Position: Q4 2017 in Review

Rockefeller Financial Services held its Lockheed Martin (LMT) position steady in Q4 2017 at 2,000 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #262.

Rockefeller Financial Services first reported a position in LMT in Q2 2014 and has held it in 3 quarters since. 1,448 funds tracked by Wall St. Rank hold LMT as of Q4 2017.

  • Rockefeller Financial Services held 2,000 shares of Lockheed Martin worth $642K as of Q4 2017.
  • Rockefeller Financial Services left its Lockheed Martin share count unchanged in Q4 2017.
  • Lockheed Martin made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #262 holding.
  • Rockefeller Financial Services first reported a position in Lockheed Martin in Q2 2014 and has held it in 3 quarters since.
  • 1,448 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.