Kaizen Financial Strategies’s Lockheed Martin LMT Stock Holding History

Kaizen Financial Strategies’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	-601	Closed	-$273K	–	147
2024 Q1	$273K	Sell	601 -106	-15%	-$46.5K	0.19%	91
2023 Q4	$320K	Sell	707 -2	-0.3%	-$886	0.24%	70
2023 Q3	$290K	Hold	709	–	–	0.24%	69
2023 Q2	$328K	Buy	709 +201	+40%	+$93.3K	0.28%	60
2023 Q1	$240K	Sell	508 -9	-2%	-$4.22K	0.24%	83
2022 Q4	$233K	Buy	+517	New	+$240K	0.23%	99
2022 Q3	–	Sell	-529	Closed	-$228K	–	127
2022 Q2	$228K	Buy	529 +2	+0.4%	+$878	0.23%	107
2022 Q1	$233K	Buy	+527	New	+$214K	0.18%	118
2021 Q1	–	Sell	-567	Closed	-$201K	–	147
2020 Q4	$201K	Buy	+567	New	+$208K	0.22%	114

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Kaizen Financial Strategies's LMT Position: Q2 2024 in Review

Kaizen Financial Strategies sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 601 shares — an estimated $273K sold.

Kaizen Financial Strategies first reported a position in LMT in Q4 2020 and held it in 9 quarters. The position peaked at $328K in Q2 2023. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

Kaizen Financial Strategies reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
Kaizen Financial Strategies sold 601 Lockheed Martin shares in Q2 2024, an estimated $273K.
Kaizen Financial Strategies first reported a position in Lockheed Martin in Q4 2020 and held it in 9 quarters.
Kaizen Financial Strategies's Lockheed Martin position peaked at $328K in Q2 2023.
2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Kaizen Financial Strategies's 13F filing for Q2 2024, filed 5 Aug 2024.