A detailed history of Summit Financial Strategies, Inc. transactions in Lockheed Martin Corp stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 533 shares of LMT stock, worth $289,003. This represents 0.04% of its overall portfolio holdings.

Number of Shares
533
Previous 598 10.87%
Holding current value
$289,003
Previous $279,000 11.47%
% of portfolio
0.04%
Previous 0.04%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$460.3 - $584.56 $29,919 - $37,996
-65 Reduced 10.87%
533 $311,000
Q1 2024

May 09, 2024

SELL
$418.19 - $463.18 $34,291 - $37,980
-82 Reduced 12.06%
598 $272,000
Q3 2023

Oct 24, 2023

BUY
$408.72 - $469.97 $49,046 - $56,396
120 Added 21.43%
680 $278,000
Q2 2023

Jul 21, 2023

BUY
$442.83 - $501.41 $5,756 - $6,518
13 Added 2.38%
560 $257,000
Q1 2023

Apr 21, 2023

SELL
$439.31 - $481.97 $34,266 - $37,593
-78 Reduced 12.48%
547 $258,000
Q4 2022

Jan 20, 2023

SELL
$389.41 - $496.3 $40,498 - $51,615
-104 Reduced 14.27%
625 $0
Q2 2022

Jul 25, 2022

BUY
$404.01 - $469.19 $46,461 - $53,956
115 Added 18.73%
729 $313,000
Q1 2022

May 04, 2022

SELL
$354.36 - $466.15 $36,144 - $47,547
-102 Reduced 14.25%
614 $271,000
Q1 2021

May 11, 2021

SELL
$321.82 - $372.79 $40,227 - $46,598
-125 Reduced 14.86%
716 $265,000
Q4 2020

Feb 05, 2021

BUY
$347.92 - $390.72 $9,393 - $10,549
27 Added 3.32%
841 $299,000
Q3 2020

Nov 16, 2020

SELL
$339.96 - $398.07 $6,799 - $7,961
-20 Reduced 2.4%
814 $312,000
Q2 2020

Jul 31, 2020

BUY
$338.52 - $414.3 $2,708 - $3,314
8 Added 0.97%
834 $304,000
Q1 2020

May 11, 2020

BUY
$276.8 - $439.85 $3,321 - $5,278
12 Added 1.47%
826 $280,000
Q4 2019

Feb 11, 2020

SELL
$370.73 - $394.24 $22,985 - $24,442
-62 Reduced 7.08%
814 $317,000
Q2 2019

Aug 08, 2019

SELL
$297.27 - $363.54 $27,646 - $33,809
-93 Reduced 9.6%
876 $318,000
Q1 2019

May 14, 2019

BUY
$258.08 - $309.47 $5,935 - $7,117
23 Added 2.43%
969 $291,000
Q4 2018

Feb 06, 2019

SELL
$245.22 - $349.93 $4,168 - $5,948
-17 Reduced 1.77%
946 $248,000
Q3 2018

Nov 09, 2018

SELL
$299.12 - $346.05 $24,826 - $28,722
-83 Reduced 7.93%
963 $333,000
Q2 2018

Aug 06, 2018

BUY
$294.78 - $358.6 $50,112 - $60,962
170 Added 19.41%
1,046 $309,000
Q3 2017

Nov 09, 2017

BUY
$292.13 - $310.29 $255,905 - $271,814
876
876 $272,000

Others Institutions Holding LMT

About LOCKHEED MARTIN CORP


  • Ticker LMT
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 262,074,000
  • Market Cap $142B
  • 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
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.