Bellevue Asset Management’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	$96.3K	Buy	159 +1	+0.6%	+$616	0.05%	112
2025 Q4	$76.8K	Buy	158 +1	+0.6%	+$479	0.02%	121
2025 Q3	$78.8K	Hold	157	–	–	0.04%	121
2025 Q2	$72.8K	Buy	157 +6	+4%	+$2.81K	0.04%	125
2025 Q1	$67.6K	Buy	151 +1	+0.7%	+$460	0.04%	126
2024 Q4	$73.1K	Buy	150 +11	+8%	+$6K	0.04%	124
2024 Q3	$81.7K	Buy	139 +1	+0.7%	+$537	0.04%	115
2024 Q2	$64.7K	Hold	138	–	–	0.04%	124
2024 Q1	$62.7K	Buy	138 +1	+0.7%	+$438	0.04%	127
2023 Q4	$62.2K	Hold	137	–	–	0.05%	127
2023 Q3	$56.1K	Buy	137 +1	+0.7%	+$444	0.04%	129
2023 Q2	$62.9K	Buy	136 +1	+0.7%	+$464	0.04%	126
2023 Q1	$64.2K	Sell	135 -80	-37%	-$37.5K	0.04%	123
2022 Q4	$104K	Hold	215	–	–	0.08%	88
2022 Q3	$85K	Buy	215 +1	+0.5%	+$418	0.07%	105
2022 Q2	$92K	Buy	214 +1	+0.5%	+$439	0.07%	104
2022 Q1	$95K	Buy	213 +1	+0.5%	+$405	0.06%	113
2021 Q4	$76K	Hold	212	–	–	0.04%	137
2021 Q3	$74K	Buy	212 +92	+77%	+$33.3K	0.05%	146
2021 Q2	$45K	Buy	120 +10	+9%	+$3.85K	0.03%	184
2021 Q1	$41K	Hold	110	–	–	0.03%	202
2020 Q4	$37K	Hold	110	–	–	0.02%	206
2020 Q3	$42K	Hold	110	–	–	0.03%	175
2020 Q2	$48K	Hold	110	–	–	0.05%	158
2020 Q1	$42K	Hold	110	–	–	0.04%	181
2019 Q4	$43K	Buy	+110	New	+$42.2K	0.03%	167