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Doyle Wealth Management’s Lockheed Martin LMT Stock Holding History

Doyle 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
2022
Q3 		$1.01M Buy
2,621
+17
+0.7% +$7.1K 0.09% 101
2022
Q2 		$1.12M Buy
2,604
+18
+0.7% +$7.9K 0.09% 102
2022
Q1 		$1.14M Sell
2,586
-490
-16% -$199K 0.08% 108
2021
Q4 		$1.09M Buy
3,076
+223
+8% +$77.1K 0.08% 107
2021
Q3 		$985K Buy
2,853
+13
+0.5% +$4.71K 0.08% 110
2021
Q2 		$1.07M Buy
2,840
+31
+1% +$11.9K 0.09% 105
2021
Q1 		$1.04M Sell
2,809
-334
-11% -$115K 0.1% 103
2020
Q4 		$1.12M Buy
3,143
+65
+2% +$23.9K 0.11% 95
2020
Q3 		$1.18M Sell
3,078
-213
-6% -$81.3K 0.14% 83
2020
Q2 		$1.2M Buy
3,291
+42
+1% +$15.9K 0.16% 72
2020
Q1 		$1.1M Buy
3,249
+309
+11% +$122K 0.18% 64
2019
Q4 		$1.15M Sell
2,940
-458
-13% -$176K 0.14% 79
2019
Q3 		$1.32M Buy
3,398
+795
+31% +$299K 0.18% 67
2019
Q2 		$946K Sell
2,603
-81
-3% -$27.1K 0.13% 77
2019
Q1 		$916K Buy
2,684
+206
+8% +$60.4K 0.13% 76
2018
Q4 		$649K Buy
2,478
+815
+49% +$247K 0.11% 84
2018
Q3 		$575K Hold
1,663
– – 0.09% 99
2018
Q2 		$491K Buy
1,663
+91
+6% +$29.4K 0.08% 111
2018
Q1 		$531K Sell
1,572
-172
-10% -$58.5K 0.09% 94
2017
Q4 		$560K Buy
1,744
+118
+7% +$37.2K 0.09% 93
2017
Q3 		$505K Buy
1,626
+209
+15% +$62.4K 0.09% 94
2017
Q2 		$393K Buy
1,417
+80
+6% +$22K 0.07% 98
2017
Q1 		$358K Buy
+1,337
New +$350K 0.07% 100

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
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
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
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

Doyle Wealth Management's LMT Position: Q3 2022 in Review

Doyle Wealth Management increased its Lockheed Martin (LMT) stake by 0.65% in Q3 2022, buying an estimated $7.1K and bringing the position to 2,621 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #101.

Doyle Wealth Management first reported a position in LMT in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.32M in Q3 2019. 2,129 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

  • Doyle Wealth Management held 2,621 shares of Lockheed Martin worth $1.01M as of Q3 2022.
  • Doyle Wealth Management bought 17 Lockheed Martin shares in Q3 2022, an estimated $7.1K.
  • Lockheed Martin made up 0.09% of Doyle Wealth Management's portfolio in Q3 2022, its #101 holding.
  • Doyle Wealth Management first reported a position in Lockheed Martin in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Lockheed Martin position peaked at $1.32M in Q3 2019.
  • 2,129 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.