Center for Financial Planning’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 | $348K | Buy |
751
+126
| +20% | +$58.4K | 0.04% | 132 |
|
|
2025
Q1 | $279K | Buy |
625
+182
| +41% | +$81.3K | 0.04% | 136 |
|
|
2024
Q4 | $215K | Hold |
443
| – | – | 0.03% | 150 |
|
|
2024
Q3 | $259K | Hold |
443
| – | – | 0.04% | 133 |
|
|
2024
Q2 | $207K | Hold |
443
| – | – | 0.03% | 145 |
|
|
2024
Q1 | $202K | Buy |
443
+50
| +13% | +$22.7K | 0.03% | 149 |
|
|
2023
Q4 | $178K | Buy |
393
+14
| +4% | +$6.35K | 0.03% | 146 |
|
|
2023
Q3 | $155K | Hold |
379
| – | – | 0.03% | 146 |
|
|
2023
Q2 | $174K | Hold |
379
| – | – | 0.04% | 142 |
|
|
2023
Q1 | $179K | Sell |
379
-20
| -5% | -$9.46K | 0.04% | 136 |
|
|
2022
Q4 | $194K | Sell |
399
-11
| -3% | -$5.35K | 0.05% | 131 |
|
|
2022
Q3 | $158K | Sell |
410
-25
| -6% | -$9.63K | 0.04% | 134 |
|
|
2022
Q2 | $187K | Sell |
435
-35
| -7% | -$15K | 0.05% | 125 |
|
|
2022
Q1 | $207K | Hold |
470
| – | – | 0.04% | 128 |
|
|
2021
Q4 | $167K | Sell |
470
-25
| -5% | -$8.88K | 0.03% | 141 |
|
|
2021
Q3 | $171K | Sell |
495
-13
| -3% | -$4.49K | 0.04% | 136 |
|
|
2021
Q2 | $192K | Hold |
508
| – | – | 0.05% | 129 |
|
|
2021
Q1 | $188K | Hold |
508
| – | – | 0.05% | 124 |
|
|
2020
Q4 | $180K | Hold |
508
| – | – | 0.05% | 121 |
|
|
2020
Q3 | $195K | Sell |
508
-114
| -18% | -$43.8K | 0.06% | 113 |
|
|
2020
Q2 | $227K | Sell |
622
-48
| -7% | -$17.5K | 0.08% | 99 |
|
|
2020
Q1 | $227K | Buy |
670
+48
| +8% | +$16.3K | 0.08% | 103 |
|
|
2019
Q4 | $242K | Buy |
+622
| New | +$242K | 0.06% | 102 |
|