Minot Wealth Management’s Lockheed Martin LMT Stock Holding History

Minot 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 Q2	$2.19M	Buy	5,102 +3,328	+188%	+$1.46M	0.56%	49
2022 Q1	$783K	Buy	1,774 +40	+2%	+$16.2K	0.17%	97
2021 Q4	$616K	Sell	1,734 -103	-6%	-$35.6K	0.12%	117
2021 Q3	$634K	Buy	1,837 +285	+18%	+$103K	0.14%	109
2021 Q2	$586K	Sell	1,552 -56	-3%	-$21.5K	0.13%	114
2021 Q1	$594K	Sell	1,608 -4,757	-75%	-$1.63M	0.15%	110
2020 Q4	$2.26M	Sell	6,365 -861	-12%	-$317K	0.67%	52
2020 Q3	$2.77M	Buy	7,226 +1,112	+18%	+$424K	1.04%	42
2020 Q2	$2.23M	Buy	6,114 +1,189	+24%	+$449K	1.11%	37
2020 Q1	$1.67M	Buy	4,925 +509	+12%	+$200K	1.2%	29
2019 Q4	$1.87M	Buy	+4,416	New	+$1.69M	0.85%	40

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Minot Wealth Management's LMT Position: Q2 2022 in Review

Minot Wealth Management increased its Lockheed Martin (LMT) stake by 188% in Q2 2022, buying an estimated $1.46M and bringing the position to 5,102 shares worth $2.19M. The position accounts for 0.56% of the portfolio, ranked #49.

Minot Wealth Management first reported a position in LMT in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.77M in Q3 2020. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

Minot Wealth Management held 5,102 shares of Lockheed Martin worth $2.19M as of Q2 2022.
Minot Wealth Management bought 3,328 Lockheed Martin shares in Q2 2022, an estimated $1.46M.
Lockheed Martin made up 0.56% of Minot Wealth Management's portfolio in Q2 2022, its #49 holding.
Minot Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Lockheed Martin position peaked at $2.77M in Q3 2020.
2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.