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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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GYL Financial Synergies's LMT Position: Q3 2024 in Review

GYL Financial Synergies increased its Lockheed Martin (LMT) stake by 5.5% in Q3 2024, buying an estimated $337K and bringing the position to 12,097 shares worth $7.07M. The position accounts for 0.53% of the portfolio, ranked #47.

GYL Financial Synergies first reported a position in LMT in Q4 2018 and has held it in 16 quarters since. 2,602 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • GYL Financial Synergies held 12,097 shares of Lockheed Martin worth $7.07M as of Q3 2024.
  • GYL Financial Synergies bought 627 Lockheed Martin shares in Q3 2024, an estimated $337K.
  • Lockheed Martin made up 0.53% of GYL Financial Synergies's portfolio in Q3 2024, its #47 holding.
  • GYL Financial Synergies first reported a position in Lockheed Martin in Q4 2018 and has held it in 16 quarters since.
  • 2,602 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.