Alan B. Lancz & Associates’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 | $452K | Hold |
975
| – | – | 0.45% | 57 |
|
|
2025
Q1 | $436K | Hold |
975
| – | – | 0.46% | 56 |
|
|
2024
Q4 | $474K | Hold |
975
| – | – | 0.48% | 51 |
|
|
2024
Q3 | $570K | Hold |
975
| – | – | 0.52% | 48 |
|
|
2024
Q2 | $455K | Buy |
+975
| New | +$455K | 0.45% | 56 |
|
|
2023
Q4 | $460K | Sell |
1,015
-70
| -6% | -$31.7K | 0.48% | 54 |
|
|
2023
Q3 | $444K | Hold |
1,085
| – | – | 0.5% | 53 |
|
|
2023
Q2 | $500K | Hold |
1,085
| – | – | 0.53% | 50 |
|
|
2023
Q1 | $513K | Hold |
1,085
| – | – | 0.53% | 52 |
|
|
2022
Q4 | $488K | Hold |
1,085
| – | – | 0.49% | 59 |
|
|
2022
Q3 | $419K | Hold |
1,085
| – | – | 0.5% | 56 |
|
|
2022
Q2 | $449K | Sell |
1,085
-112
| -9% | -$46.3K | 0.44% | 62 |
|
|
2022
Q1 | $528K | Hold |
1,197
| – | – | 0.47% | 66 |
|
|
2021
Q4 | $425K | Buy |
+1,197
| New | +$425K | 0.37% | 75 |
|