Safeguard Financial’s Lockheed Martin LMT Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-62	Closed	-$28K	–	338
2023 Q2	$28K	Buy	+62	New	+$28.8K	0.01%	223

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Safeguard Financial's LMT Position: Q3 2023 in Review

Safeguard Financial sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 62 shares — an estimated $28K sold.

Safeguard Financial first reported a position in LMT in Q2 2023 and held it in 1 quarter. The position peaked at $28K in Q2 2023. 2,263 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

Safeguard Financial reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 62 Lockheed Martin shares in Q3 2023, an estimated $28K.
Safeguard Financial first reported a position in Lockheed Martin in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Lockheed Martin position peaked at $28K in Q2 2023.
2,263 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.