Appleton Partners’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 | $7.21M | Sell |
15,570
-346
| -2% | -$160K | 0.51% | 66 |
|
|
2025
Q1 | $7.11M | Buy |
15,916
+254
| +2% | +$113K | 0.55% | 63 |
|
|
2024
Q4 | $7.61M | Sell |
15,662
-56
| -0.4% | -$27.2K | 0.56% | 61 |
|
|
2024
Q3 | $9.19M | Sell |
15,718
-492
| -3% | -$288K | 0.68% | 51 |
|
|
2024
Q2 | $7.57M | Sell |
16,210
-220
| -1% | -$103K | 0.58% | 58 |
|
|
2024
Q1 | $7.47M | Sell |
16,430
-1,359
| -8% | -$618K | 0.58% | 57 |
|
|
2023
Q4 | $8.06M | Sell |
17,789
-41
| -0.2% | -$18.6K | 0.65% | 46 |
|
|
2023
Q3 | $7.29M | Sell |
17,830
-18,417
| -51% | -$7.53M | 0.65% | 44 |
|
|
2023
Q2 | $16.7M | Buy |
36,247
+1,757
| +5% | +$809K | 1.41% | 14 |
|
|
2023
Q1 | $16.3M | Buy |
34,490
+750
| +2% | +$355K | 1.45% | 12 |
|
|
2022
Q4 | $16.4M | Buy |
33,740
+1,343
| +4% | +$653K | 1.55% | 11 |
|
|
2022
Q3 | $12.5M | Buy |
32,397
+1,197
| +4% | +$462K | 1.25% | 16 |
|
|
2022
Q2 | $13.4M | Buy |
31,200
+143
| +0.5% | +$61.5K | 1.27% | 15 |
|
|
2022
Q1 | $13.7M | Buy |
31,057
+109
| +0.4% | +$48.1K | 1.12% | 22 |
|
|
2021
Q4 | $11M | Sell |
30,948
-3,585
| -10% | -$1.27M | 0.83% | 32 |
|
|
2021
Q3 | $11.9M | Buy |
34,533
+3,335
| +11% | +$1.15M | 0.99% | 27 |
|
|
2021
Q2 | $11.8M | Buy |
31,198
+155
| +0.5% | +$58.6K | 1.01% | 26 |
|
|
2021
Q1 | $11.5M | Sell |
31,043
-231
| -0.7% | -$85.4K | 1.07% | 27 |
|
|
2020
Q4 | $11.1M | Buy |
31,274
+309
| +1% | +$110K | 1.09% | 28 |
|
|
2020
Q3 | $11.9M | Buy |
30,965
+224
| +0.7% | +$85.9K | 1.31% | 17 |
|
|
2020
Q2 | $11.2M | Sell |
30,741
-213
| -0.7% | -$77.7K | 1.34% | 17 |
|
|
2020
Q1 | $10.5M | Buy |
30,954
+699
| +2% | +$237K | 1.45% | 14 |
|
|
2019
Q4 | $11.8M | Buy |
30,255
+719
| +2% | +$280K | 1.29% | 18 |
|
|
2019
Q3 | $11.5M | Buy |
29,536
+13
| +0% | +$5.07K | 1.39% | 15 |
|
|
2019
Q2 | $10.7M | Buy |
29,523
+196
| +0.7% | +$71.3K | 1.33% | 17 |
|
|
2019
Q1 | $8.8M | Sell |
29,327
-106
| -0.4% | -$31.8K | 1.17% | 20 |
|
|
2018
Q4 | $7.71M | Sell |
29,433
-93
| -0.3% | -$24.4K | 1.15% | 21 |
|
|
2018
Q3 | $10.2M | Sell |
29,526
-367
| -1% | -$127K | 1.36% | 13 |
|
|
2018
Q2 | $8.83M | Buy |
29,893
+716
| +2% | +$212K | 1.26% | 16 |
|
|
2018
Q1 | $9.86M | Buy |
29,177
+267
| +0.9% | +$90.2K | 1.5% | 11 |
|
|
2017
Q4 | $9.28M | Buy |
28,910
+518
| +2% | +$166K | 1.44% | 13 |
|
|
2017
Q3 | $8.81M | Buy |
28,392
+121
| +0.4% | +$37.5K | 1.48% | 11 |
|
|
2017
Q2 | $7.85M | Sell |
28,271
-62
| -0.2% | -$17.2K | 1.32% | 14 |
|
|
2017
Q1 | $7.58M | Sell |
28,333
-2,362
| -8% | -$632K | 1.4% | 13 |
|
|
2016
Q4 | $7.67M | Sell |
30,695
-1,730
| -5% | -$432K | 1.55% | 15 |
|
|
2016
Q3 | $7.77M | Sell |
32,425
-1,065
| -3% | -$255K | 1.46% | 18 |
|
|
2016
Q2 | $8.31M | Buy |
33,490
+882
| +3% | +$219K | 1.7% | 14 |
|
|
2016
Q1 | $7.22M | Buy |
32,608
+4,901
| +18% | +$1.09M | 1.43% | 21 |
|
|
2015
Q4 | $6.02M | Buy |
27,707
+2,954
| +12% | +$642K | 1.19% | 31 |
|
|
2015
Q3 | $5.13M | Buy |
24,753
+468
| +2% | +$97K | 1.17% | 29 |
|
|
2015
Q2 | $4.52M | Buy |
24,285
+1,192
| +5% | +$222K | 1.01% | 36 |
|
|
2015
Q1 | $4.69M | Buy |
23,093
+17,515
| +314% | +$3.55M | 1.06% | 34 |
|
|
2014
Q4 | $1.07M | Buy |
5,578
+915
| +20% | +$176K | 0.25% | 86 |
|
|
2014
Q3 | $852K | Buy |
4,663
+386
| +9% | +$70.5K | 0.2% | 94 |
|
|
2014
Q2 | $687K | Buy |
4,277
+447
| +12% | +$71.8K | 0.16% | 100 |
|
|
2014
Q1 | $625K | Buy |
3,830
+260
| +7% | +$42.4K | 0.15% | 104 |
|
|
2013
Q4 | $531K | Buy |
3,570
+1,530
| +75% | +$228K | 0.13% | 105 |
|
|
2013
Q3 | $260K | Hold |
2,040
| – | – | 0.07% | 138 |
|
|
2013
Q2 | $221K | Buy |
+2,040
| New | +$221K | 0.06% | 141 |
|