Adell Harriman & Carpenter’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Hold
2025
Q2
$242K Buy
2025
Q1
$230K Sell
2024
Q4
$251K Buy
2024
Q3
$300K Sell
2024
Q2
$277K Sell
2024
Q1
$295K Sell
2023
Q4
$295K Hold
2023
Q3
$266K Hold
2023
Q2
$301K Sell
2023
Q1
$338K Sell
2022
Q4
$380K Buy
2022
Q3
$299K Buy
2022
Q2
$279K Sell
2022
Q1
$313K Buy
2021
Q4
$217K Buy
2021
Q3
$207K Buy