Syverson Strege & Co’s Lockheed Martin LMT Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-2	Closed	-$1.12K	–	377
2023 Q1	$1.12K	Hold	2	–	–	﹤0.01%	593
2022 Q4	$1.15K	Buy	+2	New	+$929	﹤0.01%	275
2022 Q3	–	Sell	-30	Closed	-$13K	–	314
2022 Q2	$13K	Buy	+30	New	+$13.2K	﹤0.01%	211

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Syverson Strege & Co's LMT Position: Q2 2023 in Review

Syverson Strege & Co sold out of Lockheed Martin (LMT) in Q2 2023, closing a stake of 2 shares — an estimated $1.12K sold.

Syverson Strege & Co first reported a position in LMT in Q2 2022 and held it in 3 quarters. The position peaked at $13K in Q2 2022. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

Syverson Strege & Co reported no remaining Lockheed Martin position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 2 Lockheed Martin shares in Q2 2023, an estimated $1.12K.
Syverson Strege & Co first reported a position in Lockheed Martin in Q2 2022 and held it in 3 quarters.
Syverson Strege & Co's Lockheed Martin position peaked at $13K in Q2 2022.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.