Titus Wealth Management’s Lockheed Martin LMT Stock Holding History

Titus 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	$260K	Sell	606 -185	-23%	-$81.2K	0.13%	118
2022 Q1	$349K	Buy	791 +27	+4%	+$10.9K	0.16%	104
2021 Q4	$272K	Sell	764 -58	-7%	-$20.1K	0.12%	123
2021 Q3	$283K	Buy	822 +12	+1%	+$4.34K	0.15%	115
2021 Q2	$306K	Buy	810 +100	+14%	+$38.4K	0.17%	105
2021 Q1	$262K	Hold	710	–	–	0.15%	113
2020 Q4	$252K	Buy	710 +30	+4%	+$11K	0.15%	104
2020 Q3	$261K	Hold	680	–	–	0.19%	95
2020 Q2	$248K	Hold	680	–	–	0.2%	91
2020 Q1	$231K	Buy	680 +5	+0.7%	+$1.97K	0.22%	84
2019 Q4	$263K	Buy	+675	New	+$259K	0.26%	81

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Titus Wealth Management reduced its Lockheed Martin (LMT) stake by 23% in Q2 2022, selling an estimated $81.2K and leaving 606 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #118.

Titus Wealth Management first reported a position in LMT in Q4 2019 and has held it in 11 quarters since. The position peaked at $349K in Q1 2022. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

Titus Wealth Management held 606 shares of Lockheed Martin worth $260K as of Q2 2022.
Titus Wealth Management sold 185 Lockheed Martin shares in Q2 2022, an estimated $81.2K.
Lockheed Martin made up 0.13% of Titus Wealth Management's portfolio in Q2 2022, its #118 holding.
Titus Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 11 quarters since.
Titus Wealth Management's Lockheed Martin position peaked at $349K in Q1 2022.
2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.