Douglass Winthrop Advisors’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 | $803K | Sell |
1,734
-30
| -2% | -$13.9K | 0.01% | 157 |
|
|
2025
Q1 | $788K | Sell |
1,764
-35
| -2% | -$15.6K | 0.02% | 152 |
|
|
2024
Q4 | $874K | Buy |
1,799
+10
| +0.6% | +$4.86K | 0.02% | 155 |
|
|
2024
Q3 | $1.05M | Buy |
1,789
+76
| +4% | +$44.4K | 0.02% | 137 |
|
|
2024
Q2 | $800K | Sell |
1,713
-61
| -3% | -$28.5K | 0.02% | 152 |
|
|
2024
Q1 | $807K | Buy |
1,774
+751
| +73% | +$342K | 0.02% | 152 |
|
|
2023
Q4 | $464K | Sell |
1,023
-250
| -20% | -$113K | 0.01% | 179 |
|
|
2023
Q3 | $521K | Hold |
1,273
| – | – | 0.01% | 161 |
|
|
2023
Q2 | $586K | Hold |
1,273
| – | – | 0.01% | 161 |
|
|
2023
Q1 | $602K | Hold |
1,273
| – | – | 0.02% | 155 |
|
|
2022
Q4 | $619K | Buy |
1,273
+125
| +11% | +$60.8K | 0.02% | 156 |
|
|
2022
Q3 | $443K | Hold |
1,148
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $494K | Hold |
1,148
| – | – | 0.01% | 177 |
|
|
2022
Q1 | $507K | Buy |
1,148
+125
| +12% | +$55.2K | 0.01% | 185 |
|
|
2021
Q4 | $364K | Sell |
1,023
-25
| -2% | -$8.9K | 0.01% | 225 |
|
|
2021
Q3 | $362K | Sell |
1,048
-90
| -8% | -$31.1K | 0.01% | 223 |
|
|
2021
Q2 | $431K | Buy |
1,138
+115
| +11% | +$43.6K | 0.01% | 211 |
|
|
2021
Q1 | $378K | Hold |
1,023
| – | – | 0.01% | 214 |
|
|
2020
Q4 | $363K | Hold |
1,023
| – | – | 0.01% | 212 |
|
|
2020
Q3 | $392K | Hold |
1,023
| – | – | 0.01% | 200 |
|
|
2020
Q2 | $373K | Sell |
1,023
-900
| -47% | -$328K | 0.01% | 197 |
|
|
2020
Q1 | $652K | Sell |
1,923
-66
| -3% | -$22.4K | 0.03% | 123 |
|
|
2019
Q4 | $774K | Sell |
1,989
-850
| -30% | -$331K | 0.03% | 143 |
|
|
2019
Q3 | $1.11M | Buy |
2,839
+1,034
| +57% | +$403K | 0.04% | 113 |
|
|
2019
Q2 | $656K | Hold |
1,805
| – | – | 0.03% | 154 |
|
|
2019
Q1 | $542K | Sell |
1,805
-490
| -21% | -$147K | 0.02% | 152 |
|
|
2018
Q4 | $601K | Hold |
2,295
| – | – | 0.03% | 146 |
|
|
2018
Q3 | $794K | Sell |
2,295
-4,550
| -66% | -$1.57M | 0.04% | 133 |
|
|
2018
Q2 | $2.02M | Sell |
6,845
-200
| -3% | -$59.1K | 0.09% | 104 |
|
|
2018
Q1 | $2.38M | Buy |
7,045
+882
| +14% | +$298K | 0.12% | 101 |
|
|
2017
Q4 | $1.98M | Buy |
6,163
+132
| +2% | +$42.4K | 0.11% | 91 |
|
|
2017
Q3 | $1.87M | Buy |
6,031
+400
| +7% | +$124K | 0.11% | 90 |
|
|
2017
Q2 | $1.56M | Buy |
5,631
+31
| +0.6% | +$8.61K | 0.09% | 95 |
|
|
2017
Q1 | $1.5M | Hold |
5,600
| – | – | 0.09% | 99 |
|
|
2016
Q4 | $1.4M | Hold |
5,600
| – | – | 0.09% | 98 |
|
|
2016
Q3 | $1.34M | Hold |
5,600
| – | – | 0.09% | 94 |
|
|
2016
Q2 | $1.39M | Hold |
5,600
| – | – | 0.1% | 89 |
|
|
2016
Q1 | $1.24M | Hold |
5,600
| – | – | 0.09% | 100 |
|
|
2015
Q4 | $1.22M | Hold |
5,600
| – | – | 0.09% | 111 |
|
|
2015
Q3 | $1.16M | Sell |
5,600
-50
| -0.9% | -$10.4K | 0.09% | 108 |
|
|
2015
Q2 | $1.15M | Hold |
5,650
| – | – | 0.09% | 113 |
|
|
2015
Q1 | $1.15M | Buy |
+5,650
| New | +$1.15M | 0.09% | 113 |
|