Accel Wealth Management’s Lockheed Martin LMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$671K Buy
1,448
+325
+29% +$151K 0.22% 106
2025
Q1
$502K Buy
1,123
+2
+0.2% +$894 0.18% 124
2024
Q4
$545K Sell
1,121
-78
-7% -$37.9K 0.21% 121
2024
Q3
$701K Sell
1,199
-49
-4% -$28.6K 0.26% 98
2024
Q2
$583K Buy
1,248
+7
+0.6% +$3.27K 0.23% 103
2024
Q1
$564K Buy
1,241
+408
+49% +$186K 0.24% 102
2023
Q4
$377K Buy
833
+51
+7% +$23.1K 0.19% 119
2023
Q3
$320K Sell
782
-2
-0.3% -$818 0.18% 118
2023
Q2
$361K Buy
784
+22
+3% +$10.1K 0.2% 113
2023
Q1
$360K Sell
762
-41
-5% -$19.4K 0.15% 147
2022
Q4
$391K Buy
803
+3
+0.4% +$1.46K 0.19% 101
2022
Q3
$325K Sell
800
-145
-15% -$58.9K 0.17% 115
2022
Q2
$377K Buy
945
+14
+2% +$5.59K 0.22% 95
2022
Q1
$415K Buy
931
+4
+0.4% +$1.78K 0.21% 91
2021
Q4
$330K Buy
927
+113
+14% +$40.2K 0.16% 109
2021
Q3
$281K Buy
814
+4
+0.5% +$1.38K 0.18% 97
2021
Q2
$306K Buy
810
+4
+0.5% +$1.51K 0.2% 97
2021
Q1
$298K Sell
806
-106
-12% -$39.2K 0.24% 83
2020
Q4
$324K Buy
+912
New +$324K 0.3% 70