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Whitnell & Co’s Lockheed Martin LMT Stock Holding History

Whitnell & Co’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
Q2 		– Sell
-14
Closed -$4K – 245
2017
Q1 		$4K Buy
+14
New +$3.67K ﹤0.01% 248
2015
Q1 		– Sell
-38
Closed -$7K – 271
2014
Q4 		$7K Hold
38
– – ﹤0.01% 246
2014
Q3 		$7K Hold
38
– – ﹤0.01% 241
2014
Q2 		$6K Buy
+38
New +$6.18K ﹤0.01% 253

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Whitnell & Co's LMT Position: Q2 2017 in Review

Whitnell & Co sold out of Lockheed Martin (LMT) in Q2 2017, closing a stake of 14 shares — an estimated $4K sold.

Whitnell & Co first reported a position in LMT in Q2 2014 and held it in 4 quarters. The position peaked at $7K in Q4 2014. 1,261 funds tracked by Wall St. Rank hold LMT as of Q2 2017.

  • Whitnell & Co reported no remaining Lockheed Martin position as of Q2 2017 after selling out during the quarter.
  • Whitnell & Co sold 14 Lockheed Martin shares in Q2 2017, an estimated $4K.
  • Whitnell & Co first reported a position in Lockheed Martin in Q2 2014 and held it in 4 quarters.
  • Whitnell & Co's Lockheed Martin position peaked at $7K in Q4 2014.
  • 1,261 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2017.

Based on Whitnell & Co's 13F filing for Q2 2017, filed 28 Jul 2017.