Blue Bell Private 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 | $135K | Buy |
292
+102
| +54% | +$47.3K | 0.02% | 281 |
|
|
2025
Q1 | $84.7K | Buy |
190
+27
| +17% | +$12K | 0.02% | 309 |
|
|
2024
Q4 | $79K | Buy |
163
+21
| +15% | +$10.2K | 0.02% | 306 |
|
|
2024
Q3 | $83.3K | Buy |
142
+6
| +4% | +$3.52K | 0.02% | 299 |
|
|
2024
Q2 | $63.7K | Buy |
136
+15
| +12% | +$7.03K | 0.01% | 326 |
|
|
2024
Q1 | $55.2K | Sell |
121
-21
| -15% | -$9.57K | 0.01% | 339 |
|
|
2023
Q4 | $64.5K | Buy |
142
+22
| +18% | +$9.99K | 0.02% | 288 |
|
|
2023
Q3 | $49.2K | Buy |
120
+27
| +29% | +$11.1K | 0.01% | 259 |
|
|
2023
Q2 | $42.9K | Buy |
93
+17
| +22% | +$7.84K | 0.01% | 270 |
|
|
2023
Q1 | $36K | Hold |
76
| – | – | 0.01% | 258 |
|
|
2022
Q4 | $36.9K | Buy |
76
+65
| +591% | +$31.6K | 0.01% | 241 |
|
|
2022
Q3 | $4K | Hold |
11
| – | – | ﹤0.01% | 506 |
|
|
2022
Q2 | $5K | Hold |
11
| – | – | ﹤0.01% | 505 |
|
|
2022
Q1 | $5K | Hold |
11
| – | – | ﹤0.01% | 547 |
|
|
2021
Q4 | $4K | Buy |
+11
| New | +$4K | ﹤0.01% | 565 |
|
|
2016
Q4 | – | Sell |
-2,627
| Closed | -$630K | – | 335 |
|
|
2016
Q3 | $630K | Hold |
2,627
| – | – | 0.37% | 41 |
|
|
2016
Q2 | $652K | Sell |
2,627
-600
| -19% | -$149K | 0.42% | 37 |
|
|
2016
Q1 | $715K | Hold |
3,227
| – | – | 0.49% | 36 |
|
|
2015
Q4 | $701K | Sell |
3,227
-120
| -4% | -$26.1K | 0.48% | 35 |
|
|
2015
Q3 | $694K | Sell |
3,347
-50
| -1% | -$10.4K | 0.48% | 38 |
|
|
2015
Q2 | $632K | Hold |
3,397
| – | – | 0.38% | 42 |
|
|
2015
Q1 | $689K | Sell |
3,397
-50
| -1% | -$10.1K | 0.41% | 41 |
|
|
2014
Q4 | $663K | Hold |
3,447
| – | – | 0.39% | 42 |
|
|
2014
Q3 | $630K | Hold |
3,447
| – | – | 0.38% | 44 |
|
|
2014
Q2 | $554K | Hold |
3,447
| – | – | 0.33% | 51 |
|
|
2014
Q1 | $563K | Hold |
3,447
| – | – | 0.38% | 47 |
|
|
2013
Q4 | $512K | Buy |
+3,447
| New | +$512K | 0.39% | 48 |
|