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Solaris Asset Management’s Lockheed Martin LMT Stock Holding History

Solaris Asset Management’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
2018
Q1 		– Sell
-40
Closed -$13K – 125
2017
Q4 		$13K Hold
40
– – 0.01% 210
2017
Q3 		$12K Hold
40
– – 0.01% 223
2017
Q2 		$11K Buy
+40
New +$11K 0.01% 239

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Solaris Asset Management's LMT Position: Q1 2018 in Review

Solaris Asset Management sold out of Lockheed Martin (LMT) in Q1 2018, closing a stake of 40 shares — an estimated $13K sold.

Solaris Asset Management first reported a position in LMT in Q2 2017 and held it in 3 quarters. The position peaked at $13K in Q4 2017. 1,460 funds tracked by Wall St. Rank hold LMT as of Q1 2018.

  • Solaris Asset Management reported no remaining Lockheed Martin position as of Q1 2018 after selling out during the quarter.
  • Solaris Asset Management sold 40 Lockheed Martin shares in Q1 2018, an estimated $13K.
  • Solaris Asset Management first reported a position in Lockheed Martin in Q2 2017 and held it in 3 quarters.
  • Solaris Asset Management's Lockheed Martin position peaked at $13K in Q4 2017.
  • 1,460 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2018.

Based on Solaris Asset Management's 13F filing for Q1 2018, filed 16 Apr 2018.