AE Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
6,130
-348
| -5% | -$161K | 0.02% | 461 |
|
|
2025
Q1 | $2.89M | Sell |
6,478
-3,177
| -33% | -$1.42M | 0.02% | 447 |
|
|
2024
Q4 | $4.69M | Sell |
9,655
-359
| -4% | -$174K | 0.04% | 352 |
|
|
2024
Q3 | $5.85M | Sell |
10,014
-929
| -8% | -$543K | 0.05% | 303 |
|
|
2024
Q2 | $5.11M | Buy |
10,943
+5,340
| +95% | +$2.49M | 0.05% | 317 |
|
|
2024
Q1 | $2.55M | Sell |
5,603
-48,898
| -90% | -$22.2M | 0.03% | 444 |
|
|
2023
Q4 | $23.4M | Buy |
54,501
+8,343
| +18% | +$3.59M | 0.12% | 197 |
|
|
2023
Q3 | $18.9M | Sell |
46,158
-4,552
| -9% | -$1.86M | 0.11% | 200 |
|
|
2023
Q2 | $23.3M | Sell |
50,710
-4,847
| -9% | -$2.23M | 0.14% | 171 |
|
|
2023
Q1 | $26.3M | Sell |
55,557
-4,911
| -8% | -$2.32M | 0.17% | 142 |
|
|
2022
Q4 | $29.4M | Buy |
60,468
+1,238
| +2% | +$602K | 0.21% | 98 |
|
|
2022
Q3 | $22.9M | Sell |
59,230
-11,144
| -16% | -$4.3M | 0.18% | 125 |
|
|
2022
Q2 | $30.3M | Buy |
70,374
+14,861
| +27% | +$6.39M | 0.24% | 92 |
|
|
2022
Q1 | $24.5M | Buy |
55,513
+2,826
| +5% | +$1.25M | 0.17% | 131 |
|
|
2021
Q4 | $18.7M | Buy |
52,687
+4,442
| +9% | +$1.58M | 0.13% | 164 |
|
|
2021
Q3 | $16.6M | Buy |
48,245
+3,636
| +8% | +$1.25M | 0.14% | 163 |
|
|
2021
Q2 | $16.9M | Buy |
44,609
+4,255
| +11% | +$1.61M | 0.15% | 141 |
|
|
2021
Q1 | $14.9M | Buy |
40,354
+508
| +1% | +$188K | 0.15% | 145 |
|
|
2020
Q4 | $14.1M | Buy |
39,846
+1,527
| +4% | +$542K | 0.16% | 137 |
|
|
2020
Q3 | $14.7M | Sell |
38,319
-336
| -0.9% | -$129K | 0.21% | 106 |
|
|
2020
Q2 | $14.1M | Buy |
38,655
+11,195
| +41% | +$4.09M | 0.22% | 111 |
|
|
2020
Q1 | $9.31M | Buy |
27,460
+5,331
| +24% | +$1.81M | 0.21% | 96 |
|
|
2019
Q4 | $8.62M | Buy |
22,129
+2,577
| +13% | +$1M | 0.19% | 111 |
|
|
2019
Q3 | $7.63M | Buy |
19,552
+2,252
| +13% | +$878K | 0.22% | 87 |
|
|
2019
Q2 | $6.29M | Buy |
17,300
+2,606
| +18% | +$947K | 0.19% | 96 |
|
|
2019
Q1 | $4.41M | Sell |
14,694
-142
| -1% | -$42.6K | 0.31% | 73 |
|
|
2018
Q4 | $3.89M | Buy |
14,836
+246
| +2% | +$64.4K | 0.67% | 33 |
|
|
2018
Q3 | $5.05M | Buy |
14,590
+4,637
| +47% | +$1.6M | 0.28% | 64 |
|
|
2018
Q2 | $2.94M | Buy |
9,953
+1,213
| +14% | +$358K | 0.2% | 75 |
|
|
2018
Q1 | $2.95M | Buy |
8,740
+1,107
| +15% | +$374K | 0.23% | 70 |
|
|
2017
Q4 | $2.45M | Sell |
7,633
-785
| -9% | -$252K | 0.22% | 79 |
|
|
2017
Q3 | $2.61M | Buy |
8,418
+2,926
| +53% | +$908K | 0.24% | 67 |
|
|
2017
Q2 | $1.53M | Buy |
5,492
+2,112
| +62% | +$586K | 0.18% | 98 |
|
|
2017
Q1 | $904K | Buy |
+3,380
| New | +$904K | 0.17% | 122 |
|