Bartlett & Co 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
$6.97M Sell
15,042
-6
-0% -$2.78K 0.1% 116
2025
Q1
$6.72M Sell
15,048
-585
-4% -$261K 0.1% 119
2024
Q4
$7.6M Buy
15,633
+146
+0.9% +$70.9K 0.11% 114
2024
Q3
$9.05M Sell
15,487
-367
-2% -$215K 0.13% 106
2024
Q2
$7.41M Sell
15,854
-427
-3% -$199K 0.11% 110
2024
Q1
$7.41M Buy
16,281
+35
+0.2% +$15.9K 0.11% 111
2023
Q4
$7.38M Buy
16,246
+130
+0.8% +$59.1K 0.12% 115
2023
Q3
$6.59M Sell
16,116
-298
-2% -$122K 0.12% 115
2023
Q2
$7.56M Buy
16,414
+85
+0.5% +$39.1K 0.13% 113
2023
Q1
$7.72M Sell
16,329
-87
-0.5% -$41.1K 0.15% 106
2022
Q4
$7.99M Sell
16,416
-219
-1% -$107K 0.16% 107
2022
Q3
$6.43M Buy
16,635
+5
+0% +$1.93K 0.14% 114
2022
Q2
$7.15M Sell
16,630
-28
-0.2% -$12K 0.14% 111
2022
Q1
$7.35M Sell
16,658
-359
-2% -$158K 0.13% 113
2021
Q4
$6.05M Sell
17,017
-818
-5% -$291K 0.1% 126
2021
Q3
$6.15M Sell
17,835
-413
-2% -$143K 0.12% 118
2021
Q2
$6.9M Sell
18,248
-353
-2% -$134K 0.13% 113
2021
Q1
$6.87M Sell
18,601
-11,817
-39% -$4.37M 0.14% 110
2020
Q4
$10.8M Sell
30,418
-273
-0.9% -$96.9K 0.23% 89
2020
Q3
$11.8M Sell
30,691
-164
-0.5% -$62.9K 0.28% 75
2020
Q2
$11.3M Sell
30,855
-206
-0.7% -$75.2K 0.29% 78
2020
Q1
$10.5M Sell
31,061
-552
-2% -$187K 0.32% 76
2019
Q4
$12.3M Sell
31,613
-22
-0.1% -$8.57K 0.3% 83
2019
Q3
$12.3M Buy
31,635
+24,130
+322% +$9.41M 0.32% 80
2019
Q2
$2.73M Sell
7,505
-651
-8% -$237K 0.1% 113
2019
Q1
$2.45M Buy
8,156
+8
+0.1% +$2.4K 0.09% 117
2018
Q4
$2.13M Buy
8,148
+55
+0.7% +$14.4K 0.09% 123
2018
Q3
$2.8M Sell
8,093
-224
-3% -$77.5K 0.11% 110
2018
Q2
$2.46M Buy
8,317
+50
+0.6% +$14.8K 0.1% 111
2018
Q1
$2.79M Buy
+8,267
New +$2.79M 0.12% 105