CIBC Private Wealth Group’s Lockheed Martin LMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17.8M Sell
38,382
-265
-0.7% -$123K 0.03% 295
2025
Q1
$17.1M Buy
38,647
+751
+2% +$333K 0.04% 270
2024
Q4
$17.8M Sell
37,896
-1,238
-3% -$580K 0.03% 283
2024
Q3
$22.9M Buy
39,134
+3,614
+10% +$2.11M 0.04% 265
2024
Q2
$16.4M Buy
35,520
+742
+2% +$343K 0.03% 269
2024
Q1
$15.7M Sell
34,778
-632
-2% -$286K 0.03% 284
2023
Q4
$16M Sell
35,410
-4,180
-11% -$1.89M 0.03% 270
2023
Q3
$16.2M Sell
39,590
-2,193
-5% -$897K 0.04% 276
2023
Q2
$19.2M Buy
41,783
+20,264
+94% +$9.33M 0.04% 270
2023
Q1
$3.44M Sell
21,519
-1,170
-5% -$187K 0.01% 439
2022
Q4
$7.81M Sell
22,689
-2,005
-8% -$690K 0.03% 292
2022
Q3
$9.54M Sell
24,694
-474
-2% -$183K 0.03% 307
2022
Q2
$10.8M Buy
25,168
+453
+2% +$195K 0.03% 298
2022
Q1
$10.9M Buy
24,715
+1,876
+8% +$828K 0.02% 316
2021
Q4
$8.12M Sell
22,839
-12,204
-35% -$4.34M 0.02% 350
2021
Q3
$12.1M Sell
35,043
-148,094
-81% -$51.1M 0.03% 313
2021
Q2
$69.3M Sell
183,137
-3,002
-2% -$1.14M 0.16% 130
2021
Q1
$68.8M Buy
186,139
+8,074
+5% +$2.98M 0.17% 127
2020
Q4
$63.2M Buy
178,065
+3,603
+2% +$1.28M 0.17% 128
2020
Q3
$66.8M Buy
174,462
+149,439
+597% +$57.3M 0.2% 109
2020
Q2
$9.13M Sell
25,023
-141,551
-85% -$51.7M 0.04% 241
2020
Q1
$56.5M Buy
166,574
+134,853
+425% +$45.7M 0.24% 97
2019
Q4
$12.4M Buy
31,721
+141
+0.4% +$54.9K 0.04% 262
2019
Q3
$12.3M Buy
31,580
+2,228
+8% +$869K 0.04% 259
2019
Q2
$10.7M Buy
29,352
+1,551
+6% +$564K 0.04% 273
2019
Q1
$8.34M Buy
27,801
+400
+1% +$120K 0.03% 299
2018
Q4
$7.18M Buy
27,401
+3,216
+13% +$842K 0.03% 300
2018
Q3
$8.37M Buy
24,185
+1,923
+9% +$665K 0.03% 315
2018
Q2
$6.58M Sell
22,262
-236
-1% -$69.7K 0.03% 332
2018
Q1
$7.6M Buy
22,498
+2,307
+11% +$780K 0.03% 308
2017
Q4
$6.48M Buy
20,191
+1,491
+8% +$479K 0.03% 325
2017
Q3
$5.8M Buy
18,700
+4,369
+30% +$1.36M 0.03% 332
2017
Q2
$3.98M Buy
+14,331
New +$3.98M 0.03% 309
2017
Q1
Sell
-11,611
Closed -$2.9M 588
2016
Q4
$2.9M Sell
11,611
-843
-7% -$211K 0.02% 328
2016
Q3
$2.99M Buy
12,454
+428
+4% +$103K 0.02% 321
2016
Q2
$2.98M Buy
12,026
+970
+9% +$241K 0.02% 316
2016
Q1
$2.45M Buy
11,056
+401
+4% +$88.8K 0.02% 328
2015
Q4
$2.31M Buy
10,655
+629
+6% +$137K 0.02% 343
2015
Q3
$2.08M Buy
+10,026
New +$2.08M 0.02% 343
2015
Q1
Sell
-10,212
Closed -$1.97M 629
2014
Q4
$1.97M Buy
+10,212
New +$1.97M 0.02% 374
2014
Q2
Sell
-14,243
Closed -$2.35M 611
2014
Q1
$2.35M Buy
+14,243
New +$2.35M 0.02% 345