Beese Fulmer 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 | $648K | Buy |
1,398
+196
| +16% | +$90.8K | 0.05% | 160 |
|
|
2025
Q1 | $537K | Buy |
1,202
+45
| +4% | +$20.1K | 0.05% | 146 |
|
|
2024
Q4 | $562K | Buy |
1,157
+21
| +2% | +$10.2K | 0.05% | 142 |
|
|
2024
Q3 | $664K | Hold |
1,136
| – | – | 0.06% | 134 |
|
|
2024
Q2 | $531K | Buy |
1,136
+45
| +4% | +$21K | 0.05% | 145 |
|
|
2024
Q1 | $496K | Hold |
1,091
| – | – | 0.05% | 147 |
|
|
2023
Q4 | $494K | Hold |
1,091
| – | – | 0.05% | 149 |
|
|
2023
Q3 | $446K | Hold |
1,091
| – | – | 0.05% | 150 |
|
|
2023
Q2 | $502K | Sell |
1,091
-30
| -3% | -$13.8K | 0.05% | 149 |
|
|
2023
Q1 | $530K | Sell |
1,121
-135
| -11% | -$63.8K | 0.06% | 146 |
|
|
2022
Q4 | $611K | Hold |
1,256
| – | – | 0.07% | 141 |
|
|
2022
Q3 | $485K | Hold |
1,256
| – | – | 0.07% | 141 |
|
|
2022
Q2 | $540K | Sell |
1,256
-69
| -5% | -$29.7K | 0.07% | 142 |
|
|
2022
Q1 | $585K | Sell |
1,325
-48
| -3% | -$21.2K | 0.06% | 145 |
|
|
2021
Q4 | $488K | Buy |
1,373
+92
| +7% | +$32.7K | 0.05% | 159 |
|
|
2021
Q3 | $442K | Buy |
1,281
+343
| +37% | +$118K | 0.05% | 164 |
|
|
2021
Q2 | $355K | Buy |
938
+12
| +1% | +$4.54K | 0.04% | 169 |
|
|
2021
Q1 | $342K | Buy |
926
+145
| +19% | +$53.6K | 0.04% | 163 |
|
|
2020
Q4 | $277K | Buy |
781
+9
| +1% | +$3.19K | 0.04% | 174 |
|
|
2020
Q3 | $296K | Hold |
772
| – | – | 0.04% | 160 |
|
|
2020
Q2 | $282K | Hold |
772
| – | – | 0.04% | 155 |
|
|
2020
Q1 | $262K | Hold |
772
| – | – | 0.05% | 152 |
|
|
2019
Q4 | $301K | Hold |
772
| – | – | 0.04% | 161 |
|
|
2019
Q3 | $301K | Hold |
772
| – | – | 0.05% | 164 |
|
|
2019
Q2 | $281K | Hold |
772
| – | – | 0.05% | 140 |
|
|
2019
Q1 | $232K | Sell |
772
-100
| -11% | -$30.1K | 0.05% | 150 |
|
|
2018
Q4 | $228K | Hold |
872
| – | – | 0.05% | 150 |
|
|
2018
Q3 | $302K | Buy |
872
+100
| +13% | +$34.6K | 0.06% | 133 |
|
|
2018
Q2 | $228K | Hold |
772
| – | – | 0.05% | 165 |
|
|
2018
Q1 | $261K | Hold |
772
| – | – | 0.06% | 145 |
|
|
2017
Q4 | $248K | Hold |
772
| – | – | 0.05% | 155 |
|
|
2017
Q3 | $240K | Hold |
772
| – | – | 0.05% | 156 |
|
|
2017
Q2 | $214K | Hold |
772
| – | – | 0.05% | 163 |
|
|
2017
Q1 | $207K | Buy |
+772
| New | +$207K | 0.05% | 162 |
|