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Welch Investments’s Lockheed Martin LMT Stock Holding History

Welch Investments’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
2017
Q4 		$5.01M Sell
15,619
-60
-0.4% -$18.9K 3.18% 14
2017
Q3 		$4.87M Buy
15,679
+68
+0.4% +$20.3K 3.35% 9
2017
Q2 		$4.33M Buy
15,611
+337
+2% +$92.6K 3.22% 16
2017
Q1 		$4.09M Buy
15,274
+728
+5% +$191K 3.24% 16
2016
Q4 		$3.64M Buy
+14,546
New +$3.64M 3.18% 18

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Welch Investments's LMT Position: Q4 2017 in Review

Welch Investments reduced its Lockheed Martin (LMT) stake by 0.38% in Q4 2017, selling an estimated $18.9K and leaving 15,619 shares worth $5.01M. The position accounts for 3.18% of the portfolio, ranked #14.

Welch Investments first reported a position in LMT in Q4 2016 and has held it in 5 quarters since. 1,448 funds tracked by Wall St. Rank hold LMT as of Q4 2017.

  • Welch Investments held 15,619 shares of Lockheed Martin worth $5.01M as of Q4 2017.
  • Welch Investments sold 60 Lockheed Martin shares in Q4 2017, an estimated $18.9K.
  • Lockheed Martin made up 3.18% of Welch Investments's portfolio in Q4 2017, its #14 holding.
  • Welch Investments first reported a position in Lockheed Martin in Q4 2016 and has held it in 5 quarters since.
  • 1,448 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.