Cary Street Partners Investment Advisory’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 | $279K | Buy |
603
+82
| +16% | +$38K | 0.14% | 170 |
|
|
2025
Q1 | $233K | Buy |
521
+72
| +16% | +$32.2K | 0.13% | 185 |
|
|
2024
Q4 | $218K | Sell |
449
-5,394
| -92% | -$2.62M | 0.14% | 165 |
|
|
2024
Q3 | $3.42M | Buy |
5,843
+1,737
| +42% | +$1.02M | 0.13% | 185 |
|
|
2024
Q2 | $1.92M | Buy |
4,106
+368
| +10% | +$172K | 0.08% | 257 |
|
|
2024
Q1 | $1.7M | Sell |
3,738
-335
| -8% | -$152K | 0.07% | 269 |
|
|
2023
Q4 | $1.85M | Buy |
4,073
+566
| +16% | +$257K | 0.09% | 240 |
|
|
2023
Q3 | $1.43M | Buy |
3,507
+368
| +12% | +$150K | 0.08% | 256 |
|
|
2023
Q2 | $1.45M | Buy |
3,139
+614
| +24% | +$283K | 0.09% | 218 |
|
|
2023
Q1 | $1.19M | Buy |
2,525
+5
| +0.2% | +$2.36K | 0.09% | 225 |
|
|
2022
Q4 | $1.23M | Sell |
2,520
-551
| -18% | -$268K | 0.09% | 211 |
|
|
2022
Q3 | $1.19M | Buy |
3,071
+974
| +46% | +$376K | 0.1% | 203 |
|
|
2022
Q2 | $902K | Buy |
+2,097
| New | +$902K | 0.08% | 221 |
|
|
2021
Q2 | – | Sell |
-553
| Closed | -$204K | – | 330 |
|
|
2021
Q1 | $204K | Sell |
553
-1,129
| -67% | -$416K | 0.08% | 203 |
|
|
2020
Q4 | $597K | Buy |
1,682
+903
| +116% | +$321K | 0.12% | 164 |
|
|
2020
Q3 | $299K | Buy |
+779
| New | +$299K | 0.06% | 226 |
|
|
2018
Q4 | $217K | Buy |
+829
| New | +$217K | 0.21% | 88 |
|