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Torch Wealth Management’s Lockheed Martin LMT Stock Holding History

Torch Wealth 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
2014
Q3 		– Sell
-3
Closed – – 180
2014
Q2 		$0 Hold
3
– – ﹤0.01% 271
2014
Q1 		$0 Hold
3
– – ﹤0.01% 296
2013
Q4 		$0 Buy
+3
New +$407 ﹤0.01% 260

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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

Torch Wealth Management's LMT Position: Q3 2014 in Review

Torch Wealth Management sold out of Lockheed Martin (LMT) in Q3 2014, closing a stake of 3 shares.

Torch Wealth Management first reported a position in LMT in Q4 2013 and held it in 3 quarters. The position peaked at $0 in Q2 2014. 918 funds tracked by Wall St. Rank hold LMT as of Q3 2014.

  • Torch Wealth Management reported no remaining Lockheed Martin position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 3 Lockheed Martin shares in Q3 2014.
  • Torch Wealth Management first reported a position in Lockheed Martin in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Lockheed Martin position peaked at $0 in Q2 2014.
  • 918 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.