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Shepherd Kaplan Krochuk’s Lockheed Martin LMT Stock Holding History

Shepherd Kaplan Krochuk’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 		– Sell
-1,555
Closed -$284K – 519
2014
Q3 		$284K Sell
1,555
-179
-10% -$30.5K 0.04% 326
2014
Q2 		$279K Buy
1,734
+118
+7% +$19.2K 0.03% 383
2014
Q1 		$264K Buy
+1,616
New +$254K 0.03% 368

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Shepherd Kaplan Krochuk's LMT Position: Q4 2014 in Review

Shepherd Kaplan Krochuk sold out of Lockheed Martin (LMT) in Q4 2014, closing a stake of 1,555 shares — an estimated $284K sold.

Shepherd Kaplan Krochuk first reported a position in LMT in Q1 2014 and held it in 3 quarters. The position peaked at $284K in Q3 2014. 992 funds tracked by Wall St. Rank hold LMT as of Q4 2014.

  • Shepherd Kaplan Krochuk reported no remaining Lockheed Martin position as of Q4 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 1,555 Lockheed Martin shares in Q4 2014, an estimated $284K.
  • Shepherd Kaplan Krochuk first reported a position in Lockheed Martin in Q1 2014 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Lockheed Martin position peaked at $284K in Q3 2014.
  • 992 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2014, filed 17 Feb 2015.