Aull & Monroe Investment 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
$1.46M Sell
3,154
-30
-0.9% -$13.9K 0.78% 43
2025
Q1
$1.42M Hold
3,184
0.71% 45
2024
Q4
$1.55M Sell
3,184
-200
-6% -$97.2K 0.79% 45
2024
Q3
$1.98M Sell
3,384
-100
-3% -$58.5K 0.92% 38
2024
Q2
$1.63M Buy
3,484
+10
+0.3% +$4.67K 0.8% 46
2024
Q1
$1.58M Hold
3,474
0.72% 47
2023
Q4
$1.57M Sell
3,474
-28
-0.8% -$12.7K 0.78% 45
2023
Q3
$1.43M Hold
3,502
0.75% 47
2023
Q2
$1.61M Hold
3,502
0.81% 45
2023
Q1
$1.66M Hold
3,502
0.84% 43
2022
Q4
$1.7M Hold
3,502
0.85% 42
2022
Q3
$1.35M Hold
3,502
0.74% 47
2022
Q2
$1.51M Sell
3,502
-100
-3% -$43K 0.76% 45
2022
Q1
$1.59M Hold
3,602
0.72% 48
2021
Q4
$1.28M Sell
3,602
-62
-2% -$22K 0.57% 54
2021
Q3
$1.26M Hold
3,664
0.62% 52
2021
Q2
$1.39M Hold
3,664
0.66% 52
2021
Q1
$1.35M Buy
3,664
+725
+25% +$268K 0.66% 52
2020
Q4
$1.04M Hold
2,939
0.56% 56
2020
Q3
$1.13M Hold
2,939
0.66% 48
2020
Q2
$1.07M Sell
2,939
-150
-5% -$54.8K 0.66% 47
2020
Q1
$1.05M Hold
3,089
0.7% 44
2019
Q4
$1.2M Hold
3,089
0.61% 52
2019
Q3
$1.21M Hold
3,089
0.64% 50
2019
Q2
$1.12M Sell
3,089
-100
-3% -$36.4K 0.6% 53
2019
Q1
$957K Sell
3,189
-100
-3% -$30K 0.51% 62
2018
Q4
$861K Sell
3,289
-390
-11% -$102K 0.49% 62
2018
Q3
$1.27M Buy
3,679
+65
+2% +$22.5K 0.61% 53
2018
Q2
$1.07M Hold
3,614
0.55% 61
2018
Q1
$1.22M Buy
3,614
+100
+3% +$33.8K 0.64% 52
2017
Q4
$1.13M Sell
3,514
-100
-3% -$32.1K 0.57% 57
2017
Q3
$1.12M Buy
3,614
+62
+2% +$19.2K 0.58% 55
2017
Q2
$986K Hold
3,552
0.53% 64
2017
Q1
$951K Sell
3,552
-60
-2% -$16.1K 0.51% 67
2016
Q4
$903K Hold
3,612
0.51% 67
2016
Q3
$866K Hold
3,612
0.5% 69
2016
Q2
$896K Sell
3,612
-224
-6% -$55.6K 0.52% 64
2016
Q1
$850K Hold
3,836
0.51% 68
2015
Q4
$833K Hold
3,836
0.52% 63
2015
Q3
$796K Sell
3,836
-68
-2% -$14.1K 0.52% 67
2015
Q2
$798K Sell
3,904
-144
-4% -$29.4K 0.47% 71
2015
Q1
$822K Sell
4,048
-100
-2% -$20.3K 0.46% 72
2014
Q4
$799K Sell
4,148
-300
-7% -$57.8K 0.43% 71
2014
Q3
$813K Buy
4,448
+398
+10% +$72.7K 0.43% 71
2014
Q2
$651K Hold
4,050
0.35% 76
2014
Q1
$661K Sell
4,050
-50
-1% -$8.16K 0.38% 73
2013
Q4
$609K Hold
4,100
0.36% 75
2013
Q3
$523K Hold
4,100
0.34% 77
2013
Q2
$445K Buy
+4,100
New +$445K 0.3% 80