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Swaine & Leidel Wealth Services’s Lockheed Martin LMT Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		$4.1M Buy
+4,098
New +$1.66M 3.15% 10
2021
Q3 		$2.1M Buy
+6,092
New +$2.2M 1.86% 25
2021
Q1 		$4.1M Buy
11,091
+1,798
+19% +$617K 2.64% 13
2020
Q4 		$3.3M Buy
9,293
+44
+0.5% +$16.2K 2.39% 22
2020
Q3 		$3.54M Buy
9,249
+255
+3% +$97.3K 3.46% 6
2020
Q2 		$3.28M Buy
8,994
+204
+2% +$77.1K 3.34% 11
2020
Q1 		$2.98M Buy
8,790
+364
+4% +$143K 3.09% 8
2019
Q4 		$3.28M Buy
+8,426
New +$3.23M 2.74% 10
2019
Q1 		– Sell
-5,245
Closed -$1.6M – 55
2018
Q4 		$1.6M Buy
+5,245
New +$1.59M 2.55% 17

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Swaine & Leidel Wealth Services's LMT Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Lockheed Martin (LMT) in Q1 2022: 4,098 shares worth $4.1M. The stake represents 3.15% of the portfolio and ranks #10 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in LMT as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in LMT in Q4 2018 and has held it in 9 quarters since. 2,176 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

  • Swaine & Leidel Wealth Services held 4,098 shares of Lockheed Martin worth $4.1M as of Q1 2022.
  • Lockheed Martin was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • Lockheed Martin made up 3.15% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #10 holding.
  • Swaine & Leidel Wealth Services first reported a position in Lockheed Martin in Q4 2018 and has held it in 9 quarters since.
  • 2,176 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.