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SYSTM Wealth Solutions’s Lockheed Martin LMT Stock Holding History

SYSTM Wealth Solutions’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
-785
Closed -$357K – 831
2024
Q1 		$357K Sell
785
-42
-5% -$18.4K 0.05% 321
2023
Q4 		$375K Sell
827
-365
-31% -$162K 0.05% 301
2023
Q3 		$488K Sell
1,192
-216
-15% -$95.8K 0.07% 289
2023
Q2 		$648K Sell
1,408
-3
-0.2% -$1.39K 0.09% 279
2023
Q1 		$667K Sell
1,411
-159
-10% -$74.6K 0.1% 242
2022
Q4 		$764K Buy
+1,570
New +$730K 0.09% 265

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

SYSTM Wealth Solutions's LMT Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 785 shares — an estimated $357K sold.

SYSTM Wealth Solutions first reported a position in LMT in Q4 2022 and held it in 6 quarters. The position peaked at $764K in Q4 2022. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 785 Lockheed Martin shares in Q2 2024, an estimated $357K.
  • SYSTM Wealth Solutions first reported a position in Lockheed Martin in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Lockheed Martin position peaked at $764K in Q4 2022.
  • 2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.