Simmons First Trust’s Lockheed Martin LMT Stock Holding History

Simmons First Trust’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 Q4	$1.69M	Buy	7,771 +2,656	+52%	+$576K	0.19%	103
2015 Q3	$1.06M	Buy	5,115 +58	+1%	+$11.8K	0.27%	80
2015 Q2	$940K	Sell	5,057 -100	-2%	-$19.3K	0.23%	95
2015 Q1	$1.05M	Buy	5,157 +538	+12%	+$106K	0.26%	85
2014 Q4	$889K	Buy	4,619 +143	+3%	+$26.5K	0.22%	93
2014 Q3	$818K	Buy	+4,476	New	+$762K	0.27%	81

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Simmons First Trust's LMT Position: Q4 2015 in Review

Simmons First Trust increased its Lockheed Martin (LMT) stake by 52% in Q4 2015, buying an estimated $576K and bringing the position to 7,771 shares worth $1.69M. The position accounts for 0.19% of the portfolio, ranked #103.

Simmons First Trust first reported a position in LMT in Q3 2014 and has held it in 6 quarters since. 1,076 funds tracked by Wall St. Rank hold LMT as of Q4 2015.

Simmons First Trust held 7,771 shares of Lockheed Martin worth $1.69M as of Q4 2015.
Simmons First Trust bought 2,656 Lockheed Martin shares in Q4 2015, an estimated $576K.
Lockheed Martin made up 0.19% of Simmons First Trust's portfolio in Q4 2015, its #103 holding.
Simmons First Trust first reported a position in Lockheed Martin in Q3 2014 and has held it in 6 quarters since.
1,076 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2015.

Based on Simmons First Trust's 13F filing for Q4 2015, filed 1 Feb 2016.