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Brophy Wealth Management’s Lockheed Martin LMT Stock Holding History

Brophy 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
2024
Q3 		$499K Buy
+853
New +$458K 0.18% 127

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brophy Wealth Management's LMT Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Lockheed Martin (LMT) in Q3 2024: 853 shares worth $499K. The stake represents 0.18% of the portfolio and ranks #127 among its holdings.

2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Brophy Wealth Management held 853 shares of Lockheed Martin worth $499K as of Q3 2024.
  • Lockheed Martin was a new Brophy Wealth Management position in Q3 2024.
  • Lockheed Martin made up 0.18% of Brophy Wealth Management's portfolio in Q3 2024, its #127 holding.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.