GCMG
LMT icon

Gyroscope Capital Management Group’s Lockheed Martin LMT Stock Holding History

Gyroscope Capital Management Group’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
2023
Q3 		$351K Buy
859
+406
+90% +$180K 0.08% 152
2023
Q2 		$209K Sell
453
-597
-57% -$277K 0.05% 181
2023
Q1 		$496K Buy
1,050
+500
+91% +$234K 0.13% 120
2022
Q4 		$268K Hold
550
– – 0.08% 122
2022
Q3 		$212K Hold
550
– – 0.08% 112
2022
Q2 		$236K Buy
+550
New +$241K 0.08% 108
2020
Q2 		– Sell
-1,537
Closed -$521K – 125
2020
Q1 		$521K Buy
1,537
+130
+9% +$51.1K 0.25% 77
2019
Q4 		$548K Buy
1,407
+150
+12% +$57.6K 0.2% 88
2019
Q3 		$478K Buy
1,257
+150
+14% +$56.4K 0.19% 86
2019
Q2 		$410K Sell
1,107
-22
-2% -$7.36K 0.15% 90
2019
Q1 		$349K Sell
1,129
-120
-10% -$35.2K 0.13% 92
2018
Q4 		$327K Buy
1,249
+241
+24% +$73.1K 0.12% 112
2018
Q3 		$350K Sell
1,008
-1,548
-61% -$499K 0.14% 84
2018
Q2 		$755K Sell
2,556
-133
-5% -$42.9K 0.33% 48
2018
Q1 		$909K Buy
2,689
+1,548
+136% +$527K 0.43% 44
2017
Q4 		$366K Buy
1,141
+11
+1% +$3.47K 0.17% 77
2017
Q3 		$351K Sell
1,130
-16,681
-94% -$4.98M 0.18% 67
2017
Q2 		$4.95M Buy
17,811
+21
+0.1% +$5.77K 2.47% 23
2017
Q1 		$4.76M Sell
17,790
-18
-0.1% -$4.71K 2.86% 22
2016
Q4 		$4.45M Buy
17,808
+108
+0.6% +$27K 2.97% 16
2016
Q3 		$4.24M Buy
17,700
+270
+2% +$67.6K 3.17% 10
2016
Q2 		$4.33M Sell
17,430
-1,651
-9% -$389K 3.52% 6
2016
Q1 		$4.23M Buy
19,081
+2,321
+14% +$499K 3.25% 7
2015
Q4 		$3.64M Sell
16,760
-174
-1% -$37.8K 2.86% 17
2015
Q3 		$3.51M Buy
16,934
+28
+0.2% +$5.7K 2.99% 16
2015
Q2 		$3.14M Buy
16,906
+146
+0.9% +$28.1K 2.57% 21
2015
Q1 		$3.4M Hold
16,760
– – 2.81% 19
2014
Q4 		$3.23M Buy
+16,760
New +$3.11M 2.65% 23

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gyroscope Capital Management Group's LMT Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Lockheed Martin (LMT) stake by 90% in Q3 2023, buying an estimated $180K and bringing the position to 859 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #152.

Gyroscope Capital Management Group first reported a position in LMT in Q4 2014 and has held it in 28 quarters since. The position peaked at $4.95M in Q2 2017. 2,262 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

  • Gyroscope Capital Management Group held 859 shares of Lockheed Martin worth $351K as of Q3 2023.
  • Gyroscope Capital Management Group bought 406 Lockheed Martin shares in Q3 2023, an estimated $180K.
  • Lockheed Martin made up 0.08% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #152 holding.
  • Gyroscope Capital Management Group first reported a position in Lockheed Martin in Q4 2014 and has held it in 28 quarters since.
  • Gyroscope Capital Management Group's Lockheed Martin position peaked at $4.95M in Q2 2017.
  • 2,262 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.