GYL Financial Synergies’s Lockheed Martin LMT Stock Holding History

GYL Financial Synergies’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 Q3	$7.07M	Buy	12,097 +627	+5%	+$337K	0.53%	47
2024 Q2	$5.36M	Buy	11,470 +484	+4%	+$224K	0.41%	64
2024 Q1	$5M	Sell	10,986 -51	-0.5%	-$22.4K	0.39%	64
2023 Q4	$5M	Sell	11,037 -455	-4%	-$202K	0.41%	61
2023 Q3	$4.7M	Sell	11,492 -65	-0.6%	-$28.8K	0.46%	55
2023 Q2	$5.32M	Sell	11,557 -448	-4%	-$208K	0.48%	51
2023 Q1	$5.67M	Buy	+12,005	New	+$5.63M	0.68%	42
2021 Q1	–	Sell	-1,168	Closed	-$415K	–	181
2020 Q4	$415K	Sell	1,168 -36	-3%	-$13.2K	0.24%	103
2020 Q3	$462K	Buy	1,204 +114	+10%	+$43.5K	0.3%	92
2020 Q2	$398K	Buy	1,090 +194	+22%	+$73.3K	0.29%	86
2020 Q1	$304K	Sell	896 -43	-5%	-$16.9K	0.19%	101
2019 Q4	$366K	Buy	939 +38	+4%	+$14.6K	0.16%	108
2019 Q3	$351K	Sell	901 -22	-2%	-$8.27K	0.17%	108
2019 Q2	$336K	Buy	923 +102	+12%	+$34.1K	0.18%	102
2019 Q1	$247K	Sell	821 -13	-2%	-$3.81K	0.14%	128
2018 Q4	$218K	Buy	+834	New	+$253K	0.16%	123

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 $5.7T AUM 30.48% 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

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

Fidelity Investments

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

Bank of America

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return