Bison Wealth’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.48M | Sell |
3,040
-790
| -21% | -$431K | 0.33% | 66 |
|
|
2024
Q3 | $2.24M | Sell |
3,830
-307
| -7% | -$165K | 0.36% | 68 |
|
|
2024
Q2 | $1.88M | Hold |
4,137
| – | – | 0.31% | 77 |
|
|
2024
Q1 | $1.88M | Buy |
4,137
+92
| +2% | +$40.3K | 0.31% | 77 |
|
|
2023
Q4 | $1.83M | Buy |
4,045
+28
| +0.7% | +$12.4K | 0.32% | 78 |
|
|
2023
Q3 | $1.64M | Buy |
4,017
+42
| +1% | +$18.6K | 0.32% | 84 |
|
|
2023
Q2 | $1.83M | Buy |
3,975
+567
| +17% | +$263K | 0.34% | 75 |
|
|
2023
Q1 | $1.54M | Sell |
3,408
-88
| -3% | -$41.3K | 0.48% | 61 |
|
|
2022
Q4 | $1.61M | Buy |
3,496
+67
| +2% | +$31.1K | 0.51% | 62 |
|
|
2022
Q3 | $1.32M | Buy |
3,429
+475
| +16% | +$198K | 0.52% | 59 |
|
|
2022
Q2 | $1.27M | Buy |
2,954
+339
| +13% | +$149K | 0.73% | 37 |
|
|
2022
Q1 | $1.15M | Buy |
2,615
+815
| +45% | +$330K | 0.59% | 43 |
|
|
2021
Q4 | $640K | Sell |
1,800
-1,298
| -42% | -$449K | 0.37% | 65 |
|
|
2021
Q3 | $1.07M | Buy |
3,098
+10
| +0.3% | +$3.62K | 0.49% | 47 |
|
|
2021
Q2 | $1.17M | Buy |
3,088
+1,575
| +104% | +$606K | 0.51% | 46 |
|
|
2021
Q1 | $559K | Buy |
1,513
+81
| +6% | +$27.8K | 0.24% | 101 |
|
|
2020
Q4 | $508K | Sell |
1,432
-177
| -11% | -$65.1K | 0.24% | 100 |
|
|
2020
Q3 | $617K | Buy |
1,609
+251
| +18% | +$95.8K | 0.36% | 70 |
|
|
2020
Q2 | $496K | Hold |
1,358
| – | – | 0.31% | 87 |
|
|
2020
Q1 | $460K | Sell |
1,358
-17
| -1% | -$6.69K | 0.33% | 87 |
|
|
2019
Q4 | $535K | Sell |
1,375
-8
| -0.6% | -$3.07K | 0.26% | 98 |
|
|
2019
Q3 | $539K | Buy |
1,383
+13
| +0.9% | +$4.89K | 0.3% | 89 |
|
|
2019
Q2 | $498K | Hold |
1,370
| – | – | 0.29% | 99 |
|
|
2019
Q1 | $411K | Buy |
1,370
+148
| +12% | +$43.4K | 0.25% | 123 |
|
|
2018
Q4 | $320K | Sell |
1,222
-128
| -9% | -$38.8K | 0.23% | 129 |
|
|
2018
Q3 | $467K | Sell |
1,350
-79
| -6% | -$25.5K | 0.31% | 98 |
|
|
2018
Q2 | $422K | Sell |
1,429
-31
| -2% | -$10K | 0.31% | 97 |
|
|
2018
Q1 | $493K | Buy |
1,460
+141
| +11% | +$48K | 0.38% | 73 |
|
|
2017
Q4 | $423K | Buy |
1,319
+55
| +4% | +$17.3K | 0.31% | 90 |
|
|
2017
Q3 | $392K | Sell |
1,264
-167
| -12% | -$49.8K | 0.31% | 91 |
|
|
2017
Q2 | $397K | Sell |
1,431
-94
| -6% | -$25.8K | 0.33% | 84 |
|
|
2017
Q1 | $408K | Sell |
1,525
-351
| -19% | -$91.9K | 0.35% | 80 |
|
|
2016
Q4 | $469K | Sell |
1,876
-45
| -2% | -$11.2K | 0.4% | 67 |
|
|
2016
Q3 | $461K | Sell |
1,921
-4,344
| -69% | -$1.09M | 0.39% | 75 |
|
|
2016
Q2 | $1.55M | Sell |
6,265
-20
| -0.3% | -$4.71K | 0.94% | 29 |
|
|
2016
Q1 | $1.39M | Buy |
6,285
+1,495
| +31% | +$322K | 0.9% | 31 |
|
|
2015
Q4 | $1.04M | Buy |
+4,790
| New | +$1.04M | 0.59% | 47 |
|
Other funds holding LMT
Bison Wealth's LMT Position: Q4 2024 in Review
Bison Wealth reduced its Lockheed Martin (LMT) stake by 21% in Q4 2024, selling an estimated $431K and leaving 3,040 shares worth $1.48M. The position accounts for 0.33% of the portfolio, ranked #66.
Bison Wealth first reported a position in LMT in Q4 2015 and has held it in 37 quarters since. The position peaked at $2.24M in Q3 2024. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.
- Bison Wealth held 3,040 shares of Lockheed Martin worth $1.48M as of Q4 2024.
- Bison Wealth sold 790 Lockheed Martin shares in Q4 2024, an estimated $431K.
- Lockheed Martin made up 0.33% of Bison Wealth's portfolio in Q4 2024, its #66 holding.
- Bison Wealth first reported a position in Lockheed Martin in Q4 2015 and has held it in 37 quarters since.
- Bison Wealth's Lockheed Martin position peaked at $2.24M in Q3 2024.
- 2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.
Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.