Baltimore-Washington Financial Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $547K | Buy |
905
+16
| +2% | +$9.86K | 0.02% | 114 |
|
|
2025
Q4 | $430K | Buy |
889
+252
| +40% | +$121K | 0.02% | 127 |
|
|
2025
Q3 | $318K | Buy |
637
+9
| +1% | +$4.08K | 0.01% | 147 |
|
|
2025
Q2 | $291K | Buy |
628
+149
| +31% | +$69.7K | 0.01% | 142 |
|
|
2025
Q1 | $214K | Sell |
479
-26
| -5% | -$12K | 0.01% | 146 |
|
|
2024
Q4 | $245K | Sell |
505
-23
| -4% | -$12.5K | 0.01% | 134 |
|
|
2024
Q3 | $309K | Sell |
528
-20
| -4% | -$10.7K | 0.02% | 121 |
|
|
2024
Q2 | $256K | Sell |
548
-55
| -9% | -$25.4K | 0.01% | 121 |
|
|
2024
Q1 | $274K | Sell |
603
-21
| -3% | -$9.2K | 0.02% | 111 |
|
|
2023
Q4 | $283K | Sell |
624
-335
| -35% | -$148K | 0.02% | 125 |
|
|
2023
Q3 | $392K | Sell |
959
-34
| -3% | -$15.1K | 0.03% | 115 |
|
|
2023
Q2 | $457K | Sell |
993
-146
| -13% | -$67.8K | 0.04% | 109 |
|
|
2023
Q1 | $538K | Sell |
1,139
-5
| -0.4% | -$2.35K | 0.05% | 106 |
|
|
2022
Q4 | $557K | Buy |
1,144
+33
| +3% | +$15.3K | 0.05% | 103 |
|
|
2022
Q3 | $429K | Buy |
1,111
+313
| +39% | +$131K | 0.04% | 111 |
|
|
2022
Q2 | $343K | Buy |
+798
| New | +$350K | 0.04% | 100 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 122 |
|
|
2020
Q1 | – | Sell |
-514
| Closed | -$200K | – | 120 |
|
|
2019
Q4 | $200K | Buy |
+514
| New | +$197K | 0.03% | 113 |
|
|
2014
Q4 | – | Sell |
-114
| Closed | -$21K | – | 290 |
|
|
2014
Q3 | $21K | Hold |
114
| – | – | 0.01% | 176 |
|
|
2014
Q2 | $18K | Hold |
114
| – | – | 0.01% | 216 |
|
|
2014
Q1 | $19K | Hold |
114
| – | – | 0.01% | 182 |
|
|
2013
Q4 | $17K | Hold |
114
| – | – | 0.01% | 213 |
|
|
2013
Q3 | $15K | Hold |
114
| – | – | 0.01% | 169 |
|
|
2013
Q2 | $12K | Buy |
+114
| New | +$11.6K | 0.01% | 146 |
|
Other funds holding LMT
VCM
VPM