FSWA
LMT icon

Financial Synergies Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-91
Closed -$41.3K – 282
2024
Q1 		$41.3K Buy
91
+21
+30% +$9.2K 0.01% 142
2023
Q4 		$34.1K Sell
70
-20
-22% -$8.86K 0.01% 112
2023
Q3 		$36.8K Hold
90
– – 0.01% 132
2023
Q2 		$41.3K Sell
90
-16
-15% -$7.43K 0.01% 118
2023
Q1 		$50.3K Buy
106
+36
+51% +$16.9K 0.01% 110
2022
Q4 		$34.1K Buy
70
+36
+106% +$16.7K 0.01% 112
2022
Q3 		$13.1K Hold
34
– – ﹤0.01% 143
2022
Q2 		$14.6K Buy
+34
New +$14.9K ﹤0.01% 148

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Synergies Wealth Advisors's LMT Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 91 shares — an estimated $41.3K sold.

Financial Synergies Wealth Advisors first reported a position in LMT in Q2 2022 and held it in 8 quarters. The position peaked at $50.3K in Q1 2023. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 91 Lockheed Martin shares in Q2 2024, an estimated $41.3K.
  • Financial Synergies Wealth Advisors first reported a position in Lockheed Martin in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Lockheed Martin position peaked at $50.3K in Q1 2023.
  • 2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.