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Stifel Trust’s Lockheed Martin LMT Stock Holding History

Stifel 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
2014
Q3 		$156K Hold
850
– – 0.03% 198
2014
Q2 		$137K Hold
850
– – 0.03% 204
2014
Q1 		$139K Hold
850
– – 0.03% 199
2013
Q4 		$127K Hold
850
– – 0.02% 198
2013
Q3 		$109K Sell
850
-50
-6% -$6.07K 0.02% 206
2013
Q2 		$98K Buy
+900
New +$91.9K 0.02% 213

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stifel Trust's LMT Position: Q3 2014 in Review

Stifel Trust held its Lockheed Martin (LMT) position steady in Q3 2014 at 850 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #198.

Stifel Trust first reported a position in LMT in Q2 2013 and has held it in 6 quarters since. 918 funds tracked by Wall St. Rank hold LMT as of Q3 2014.

  • Stifel Trust held 850 shares of Lockheed Martin worth $156K as of Q3 2014.
  • Stifel Trust left its Lockheed Martin share count unchanged in Q3 2014.
  • Lockheed Martin made up 0.03% of Stifel Trust's portfolio in Q3 2014, its #198 holding.
  • Stifel Trust first reported a position in Lockheed Martin in Q2 2013 and has held it in 6 quarters since.
  • 918 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.