Schwarz Dygos Wheeler Investment Advisors LLC Lockheed Martin Corp Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$369 Million
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 02, 2024	BUY	$397.35 - $458.04 $3,973 - $4,580	10 Added 1.49%	680 $308,000
Q3 2023 Nov 03, 2023	SELL	$408.72 - $469.97 $2,043 - $2,349	-5 Reduced 0.74%	670 $274,000
Q2 2023 Aug 11, 2023	BUY	$442.83 - $501.41 $97,865 - $110,811	221 Added 48.68%	675 $310,000
Q1 2023 Apr 27, 2023	BUY	$439.31 - $481.97 $878 - $963	2 Added 0.44%	454 $214,000
Q4 2022 Feb 08, 2023	BUY	$389.41 - $496.3 $176,013 - $224,327	452 New	452 $219,000
Q4 2021 Feb 08, 2022	SELL	$326.31 - $376.33 $197,417 - $227,679	-605 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$336.05 - $383.48 $203,310 - $232,005	605 New	605 $209,000

Others Institutions Holding LMT

# of Institutions

2,669

Shares Held

172M

Call Options Held

3.18M

Put Options Held

2.48M

State Street Corp Boston, MA

36M
Shares

$20.4 Billion
0.75% of portfolio
Vanguard Group Inc Valley Forge, PA

21.4M
Shares

$12.1 Billion
0.2% of portfolio
Black Rock Inc. New York, NY

17M
Shares

$9.61 Billion
0.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.8M
Shares

$3.85 Billion
0.61% of portfolio
Morgan Stanley New York, NY

5.3M
Shares

$3 Billion
0.19% of portfolio

View Full List

About LOCKHEED MARTIN CORP

Ticker LMT
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 262,074,000
Market Cap $148B
Description
Lockheed Martin Corporation, a security and aerospace company, engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services worldwide. It operates through four segments: Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space. The Aeronautics segment o...

More about LMT

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