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Systematic Financial Management’s Lockheed Martin LMT Stock Holding History

Systematic Financial 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
2015
Q2 		– Sell
-50
Closed -$10K – 711
2015
Q1 		$10K Sell
50
-65,230
-100% -$12.9M ﹤0.01% 649
2014
Q4 		$12.6M Sell
65,280
-13,308
-17% -$2.47M 0.09% 231
2014
Q3 		$14.4M Buy
+78,588
New +$13.4M 0.1% 196

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Systematic Financial Management's LMT Position: Q2 2015 in Review

Systematic Financial Management sold out of Lockheed Martin (LMT) in Q2 2015, closing a stake of 50 shares — an estimated $10K sold.

Systematic Financial Management first reported a position in LMT in Q3 2014 and held it in 3 quarters. The position peaked at $14.4M in Q3 2014. 1,006 funds tracked by Wall St. Rank hold LMT as of Q2 2015.

  • Systematic Financial Management reported no remaining Lockheed Martin position as of Q2 2015 after selling out during the quarter.
  • Systematic Financial Management sold 50 Lockheed Martin shares in Q2 2015, an estimated $10K.
  • Systematic Financial Management first reported a position in Lockheed Martin in Q3 2014 and held it in 3 quarters.
  • Systematic Financial Management's Lockheed Martin position peaked at $14.4M in Q3 2014.
  • 1,006 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2015.

Based on Systematic Financial Management's 13F filing for Q2 2015, filed 10 Aug 2015.