Westfield Capital Management’s Lockheed Martin LMT Stock Holding History

Westfield Capital 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
2018 Q2	–	Sell	-13,458	Closed	-$4.55M	–	259
2018 Q1	$4.55M	Sell	13,458 -10	-0.1%	-$3.4K	0.04%	222
2017 Q4	$4.32M	Buy	13,468 +80	+0.6%	+$25.2K	0.03%	219
2017 Q3	$4.15M	Sell	13,388 -330	-2%	-$98.5K	0.03%	221
2017 Q2	$3.81M	Hold	13,718	–	–	0.03%	225
2017 Q1	$3.67M	Sell	13,718 -12,648	-48%	-$3.31M	0.03%	233
2016 Q4	$6.59M	Sell	26,366 -471,337	-95%	-$118M	0.06%	218
2016 Q3	$119M	Sell	497,703 -77,532	-13%	-$19.4M	0.96%	26
2016 Q2	$143M	Sell	575,235 -57,675	-9%	-$13.6M	1.18%	16
2016 Q1	$140M	Buy	632,910 +618,460	+4,280%	+$133M	1.07%	25
2015 Q4	$3.14M	Buy	14,450 +13,300	+1,157%	+$2.89M	0.02%	230
2015 Q3	$238K	Hold	1,150	–	–	﹤0.01%	259
2015 Q2	$214K	Buy	+1,150	New	+$221K	﹤0.01%	280
2015 Q1	–	Sell	-1,150	Closed	-$221K	–	318
2014 Q4	$221K	Hold	1,150	–	–	﹤0.01%	311
2014 Q3	$210K	Buy	+1,150	New	+$196K	﹤0.01%	299

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westfield Capital Management's LMT Position: Q2 2018 in Review

Westfield Capital Management sold out of Lockheed Martin (LMT) in Q2 2018, closing a stake of 13,458 shares — an estimated $4.55M sold.

Westfield Capital Management first reported a position in LMT in Q3 2014 and held it in 14 quarters. The position peaked at $143M in Q2 2016. 1,451 funds tracked by Wall St. Rank hold LMT as of Q2 2018.

Westfield Capital Management reported no remaining Lockheed Martin position as of Q2 2018 after selling out during the quarter.
Westfield Capital Management sold 13,458 Lockheed Martin shares in Q2 2018, an estimated $4.55M.
Westfield Capital Management first reported a position in Lockheed Martin in Q3 2014 and held it in 14 quarters.
Westfield Capital Management's Lockheed Martin position peaked at $143M in Q2 2016.
1,451 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2018.

Based on Westfield Capital Management's 13F filing for Q2 2018, filed 13 Aug 2018.