Carson Wealth (CWM LLC)’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Buy |
66,595
+4,600
| +7% | +$2.13M | 0.11% | 164 |
|
|
2025
Q1 | $27.7M | Buy |
61,995
+2,255
| +4% | +$1.01M | 0.11% | 175 |
|
|
2024
Q4 | $29M | Buy |
59,740
+2,133
| +4% | +$1.04M | 0.12% | 149 |
|
|
2024
Q3 | $33.7M | Sell |
57,607
-3,397
| -6% | -$1.99M | 0.14% | 132 |
|
|
2024
Q2 | $28.5M | Sell |
61,004
-1,533
| -2% | -$716K | 0.13% | 141 |
|
|
2024
Q1 | $28.4M | Sell |
62,537
-3,576
| -5% | -$1.63M | 0.14% | 147 |
|
|
2023
Q4 | $30M | Sell |
66,113
-5,068
| -7% | -$2.3M | 0.16% | 128 |
|
|
2023
Q3 | $29.1M | Sell |
71,181
-6,062
| -8% | -$2.48M | 0.18% | 113 |
|
|
2023
Q2 | $35.6M | Sell |
77,243
-6,121
| -7% | -$2.82M | 0.22% | 84 |
|
|
2023
Q1 | $39.4M | Sell |
83,364
-2,253
| -3% | -$1.07M | 0.27% | 73 |
|
|
2022
Q4 | $41.7M | Buy |
85,617
+744
| +0.9% | +$362K | 0.31% | 64 |
|
|
2022
Q3 | $32.8M | Buy |
84,873
+1,684
| +2% | +$651K | 0.26% | 70 |
|
|
2022
Q2 | $35.8M | Buy |
83,189
+1,947
| +2% | +$837K | 0.28% | 71 |
|
|
2022
Q1 | $35.9M | Sell |
81,242
-13,705
| -14% | -$6.05M | 0.25% | 71 |
|
|
2021
Q4 | $33.7M | Buy |
+94,947
| New | +$33.7M | 0.24% | 77 |
|
|
2021
Q2 | $34M | Hold |
89,831
| – | – | 0.27% | 63 |
|
|
2021
Q1 | $34M | Hold |
89,831
| – | – | 0.27% | 63 |
|
|
2020
Q4 | $34M | Hold |
89,831
| – | – | 0.27% | 63 |
|
|
2020
Q3 | $34M | Hold |
89,831
| – | – | 0.27% | 63 |
|
|
2020
Q2 | $34M | Hold |
89,831
| – | – | 0.27% | 63 |
|
|
2020
Q1 | $34M | Hold |
89,831
| – | – | 0.27% | 63 |
|
|
2019
Q4 | $34M | Hold |
89,831
| – | – | 0.27% | 63 |
|
|
2019
Q3 | $34M | Hold |
89,831
| – | – | 0.27% | 63 |
|
|
2019
Q2 | $34M | Hold |
89,831
| – | – | 0.27% | 63 |
|
|
2019
Q1 | $34M | Buy |
89,831
+56,479
| +169% | +$21.4M | 0.27% | 63 |
|
|
2018
Q4 | $8.73M | Buy |
33,352
+28,188
| +546% | +$7.38M | 0.22% | 97 |
|
|
2018
Q3 | $1.79M | Buy |
5,164
+3,446
| +201% | +$1.19M | 0.05% | 261 |
|
|
2018
Q2 | $508K | Buy |
1,718
+287
| +20% | +$84.9K | 0.02% | 331 |
|
|
2018
Q1 | $484K | Sell |
1,431
-44
| -3% | -$14.9K | 0.02% | 280 |
|
|
2017
Q4 | $474K | Sell |
1,475
-8
| -0.5% | -$2.57K | 0.02% | 269 |
|
|
2017
Q3 | $460K | Buy |
1,483
+6
| +0.4% | +$1.86K | 0.02% | 257 |
|
|
2017
Q2 | $410K | Buy |
1,477
+163
| +12% | +$45.2K | 0.02% | 250 |
|
|
2017
Q1 | $352K | Hold |
1,314
| – | – | 0.02% | 248 |
|
|
2016
Q4 | $329K | Hold |
1,314
| – | – | 0.02% | 233 |
|
|
2016
Q3 | $315K | Hold |
1,314
| – | – | 0.02% | 224 |
|
|
2016
Q2 | $326K | Hold |
1,314
| – | – | 0.02% | 221 |
|
|
2016
Q1 | $291K | Buy |
1,314
+303
| +30% | +$67.1K | 0.03% | 209 |
|
|
2015
Q4 | $220K | Hold |
1,011
| – | – | 0.02% | 219 |
|
|
2015
Q3 | $210K | Buy |
+1,011
| New | +$210K | 0.02% | 202 |
|
|
2015
Q2 | – | Sell |
-1,185
| Closed | -$241K | – | 191 |
|
|
2015
Q1 | $241K | Buy |
1,185
+54
| +5% | +$11K | 0.02% | 169 |
|
|
2014
Q4 | $218K | Sell |
1,131
-164
| -13% | -$31.6K | 0.03% | 164 |
|
|
2014
Q3 | $237K | Buy |
+1,295
| New | +$237K | 0.03% | 171 |
|
|
2014
Q1 | – | Sell |
-984
| Closed | -$146K | – | 309 |
|
|
2013
Q4 | $146K | Buy |
984
+28
| +3% | +$4.15K | 0.02% | 171 |
|
|
2013
Q3 | $122K | Buy |
+956
| New | +$122K | 0.03% | 145 |
|