Creative 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 | $55.3M | Buy |
119,413
+378
| +0.3% | +$175K | 0.05% | 156 |
|
|
2025
Q1 | $53.2M | Buy |
119,035
+10,684
| +10% | +$4.77M | 0.05% | 147 |
|
|
2024
Q4 | $52.7M | Buy |
108,351
+2,050
| +2% | +$996K | 0.05% | 140 |
|
|
2024
Q3 | $62.1M | Buy |
106,301
+3,236
| +3% | +$1.89M | 0.06% | 122 |
|
|
2024
Q2 | $48.1M | Buy |
103,065
+5,390
| +6% | +$2.52M | 0.05% | 137 |
|
|
2024
Q1 | $44.4M | Buy |
97,675
+83
| +0.1% | +$37.8K | 0.05% | 145 |
|
|
2023
Q4 | $44.2M | Sell |
97,592
-20,969
| -18% | -$9.5M | 0.08% | 133 |
|
|
2023
Q3 | $48.5M | Buy |
118,561
+39,291
| +50% | +$16.1M | 0.06% | 127 |
|
|
2023
Q2 | $36.5M | Buy |
79,270
+2,903
| +4% | +$1.34M | 0.05% | 146 |
|
|
2023
Q1 | $36.1M | Sell |
76,367
-297
| -0.4% | -$140K | 0.05% | 138 |
|
|
2022
Q4 | $37.3M | Buy |
76,664
+1,977
| +3% | +$962K | 0.06% | 133 |
|
|
2022
Q3 | $28.9M | Sell |
74,687
-12,001
| -14% | -$4.64M | 0.05% | 142 |
|
|
2022
Q2 | $37.3M | Sell |
86,688
-438
| -0.5% | -$188K | 0.06% | 125 |
|
|
2022
Q1 | $38.5M | Buy |
87,126
+43,809
| +101% | +$19.3M | 0.06% | 129 |
|
|
2021
Q4 | $15.4M | Sell |
43,317
-2,110
| -5% | -$750K | 0.02% | 220 |
|
|
2021
Q3 | $15.7M | Sell |
45,427
-5,116
| -10% | -$1.77M | 0.03% | 204 |
|
|
2021
Q2 | $19.1M | Buy |
50,543
+3,157
| +7% | +$1.19M | 0.03% | 180 |
|
|
2021
Q1 | $17.5M | Buy |
47,386
+809
| +2% | +$299K | 0.04% | 190 |
|
|
2020
Q4 | $16.5M | Buy |
46,577
+3,681
| +9% | +$1.31M | 0.04% | 182 |
|
|
2020
Q3 | $16.4M | Buy |
42,896
+1,878
| +5% | +$716K | 0.04% | 155 |
|
|
2020
Q2 | $15M | Sell |
41,018
-1,987
| -5% | -$725K | 0.04% | 145 |
|
|
2020
Q1 | $14.6M | Sell |
43,005
-3,229
| -7% | -$1.09M | 0.05% | 132 |
|
|
2019
Q4 | $18M | Buy |
46,234
+472
| +1% | +$184K | 0.05% | 128 |
|
|
2019
Q3 | $17.9M | Buy |
45,762
+1,613
| +4% | +$629K | 0.06% | 130 |
|
|
2019
Q2 | $16.1M | Buy |
44,149
+3,565
| +9% | +$1.3M | 0.05% | 132 |
|
|
2019
Q1 | $12.2M | Sell |
40,584
-749
| -2% | -$225K | 0.04% | 141 |
|
|
2018
Q4 | $10.8M | Buy |
41,333
+2,020
| +5% | +$529K | 0.04% | 138 |
|
|
2018
Q3 | $13.6M | Buy |
39,313
+1,031
| +3% | +$357K | 0.05% | 136 |
|
|
2018
Q2 | $11.3M | Buy |
38,282
+1,660
| +5% | +$490K | 0.04% | 141 |
|
|
2018
Q1 | $12.4M | Buy |
36,622
+1,205
| +3% | +$407K | 0.05% | 129 |
|
|
2017
Q4 | $11.4M | Buy |
35,417
+1,339
| +4% | +$430K | 0.05% | 135 |
|
|
2017
Q3 | $10.6M | Buy |
34,078
+1,665
| +5% | +$517K | 0.05% | 136 |
|
|
2017
Q2 | $9M | Buy |
32,413
+538
| +2% | +$149K | 0.05% | 150 |
|
|
2017
Q1 | $8.53M | Sell |
31,875
-5,672
| -15% | -$1.52M | 0.05% | 151 |
|
|
2016
Q4 | $9.38M | Buy |
37,547
+197
| +0.5% | +$49.2K | 0.06% | 132 |
|
|
2016
Q3 | $8.95M | Buy |
37,350
+3,977
| +12% | +$953K | 0.06% | 133 |
|
|
2016
Q2 | $8.28M | Buy |
33,373
+11,130
| +50% | +$2.76M | 0.06% | 118 |
|
|
2016
Q1 | $4.93M | Buy |
22,243
+2,196
| +11% | +$486K | 0.04% | 163 |
|
|
2015
Q4 | $4.35M | Buy |
20,047
+1,320
| +7% | +$287K | 0.04% | 181 |
|
|
2015
Q3 | $3.88M | Buy |
18,727
+1,877
| +11% | +$389K | 0.03% | 184 |
|
|
2015
Q2 | $3.13M | Sell |
16,850
-415
| -2% | -$77.1K | 0.03% | 206 |
|
|
2015
Q1 | $3.5M | Sell |
17,265
-353
| -2% | -$71.6K | 0.03% | 187 |
|
|
2014
Q4 | $3.39M | Buy |
17,618
+4,063
| +30% | +$782K | 0.04% | 181 |
|
|
2014
Q3 | $2.48M | Buy |
13,555
+1,815
| +15% | +$332K | 0.03% | 208 |
|
|
2014
Q2 | $1.89M | Buy |
11,740
+49
| +0.4% | +$7.88K | 0.02% | 240 |
|
|
2014
Q1 | $1.91M | Buy |
11,691
+531
| +5% | +$86.7K | 0.03% | 204 |
|
|
2013
Q4 | $1.66M | Buy |
11,160
+3,912
| +54% | +$582K | 0.03% | 211 |
|
|
2013
Q3 | $924K | Buy |
7,248
+2,159
| +42% | +$275K | 0.02% | 281 |
|
|
2013
Q2 | $552K | Buy |
+5,089
| New | +$552K | 0.01% | 384 |
|