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Swarthmore Group’s Lockheed Martin LMT Stock Holding History

Swarthmore Group’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
Q2 		– Sell
-26,075
Closed -$8.81M – 38
2018
Q1 		$8.81M Buy
26,075
+850
+3% +$289K 2.1% 18
2017
Q4 		$8.1M Buy
25,225
+1,000
+4% +$315K 1.73% 19
2017
Q3 		$7.52M Buy
+24,225
New +$7.23M 1.72% 19

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Swarthmore Group's LMT Position: Q2 2018 in Review

Swarthmore Group sold out of Lockheed Martin (LMT) in Q2 2018, closing a stake of 26,075 shares — an estimated $8.81M sold.

Swarthmore Group first reported a position in LMT in Q3 2017 and held it in 3 quarters. The position peaked at $8.81M in Q1 2018. 1,451 funds tracked by Wall St. Rank hold LMT as of Q2 2018.

  • Swarthmore Group reported no remaining Lockheed Martin position as of Q2 2018 after selling out during the quarter.
  • Swarthmore Group sold 26,075 Lockheed Martin shares in Q2 2018, an estimated $8.81M.
  • Swarthmore Group first reported a position in Lockheed Martin in Q3 2017 and held it in 3 quarters.
  • Swarthmore Group's Lockheed Martin position peaked at $8.81M in Q1 2018.
  • 1,451 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2018.

Based on Swarthmore Group's 13F filing for Q2 2018, filed 18 Jul 2018.