Delap Wealth Advisory’s Lockheed Martin LMT Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-500	Closed	-$236K	–	57
2023 Q1	$236K	Sell	500 -182	-27%	-$85.3K	0.24%	46
2022 Q4	$332K	Buy	+682	New	+$317K	0.35%	49

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

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

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

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

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

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

Delap Wealth Advisory's LMT Position: Q2 2023 in Review

Delap Wealth Advisory sold out of Lockheed Martin (LMT) in Q2 2023, closing a stake of 500 shares — an estimated $236K sold.

Delap Wealth Advisory first reported a position in LMT in Q4 2022 and held it in 2 quarters. The position peaked at $332K in Q4 2022. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

Delap Wealth Advisory reported no remaining Lockheed Martin position as of Q2 2023 after selling out during the quarter.
Delap Wealth Advisory sold 500 Lockheed Martin shares in Q2 2023, an estimated $236K.
Delap Wealth Advisory first reported a position in Lockheed Martin in Q4 2022 and held it in 2 quarters.
Delap Wealth Advisory's Lockheed Martin position peaked at $332K in Q4 2022.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Delap Wealth Advisory's 13F filing for Q2 2023, filed 8 Aug 2023.