SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / LMT

Swaine & Leidel Wealth Services, LLC’s Lockheed Martin Corp Position

Does Swaine & Leidel Wealth Services, LLC own Lockheed Martin Corp (LMT)? Yes — 4.1K shares worth $4M (+3.15% of its 13F portfolio) as of Q1 2022, down from 6.1K shares the prior filed quarter.

Position Value
$4M
Q1 2022
Shares
4.1K
% of Portfolio
+3.15%
Quarters Held
8
currently held

Position History LMT

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $3MQ1 ’20Q2 ’20: $3MQ2 ’20Q3 ’20: $4MQ3 ’20Q4 ’20: $3MQ4 ’20Q1 ’21: $4MQ1 ’21Q3 ’21: $2MQ3 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20224.1K$4M+3.15%
Q3 20216.1K$2M+1.86%
Q1 202111.1K$4M+2.64%
Q4 20209.3K$3M+2.39%
Q3 20209.2K$4M+3.46%
Q2 20209.0K$3M+3.34%
Q1 20208.8K$3M+3.09%
Q4 20198.4K$3M+2.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of LMT.