Envestnet Portfolio Solutions’s Lockheed Martin LMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.43M Sell
11,727
-9,998
-46% -$4.63M 0.02% 344
2025
Q1
$9.7M Sell
21,725
-6,374
-23% -$2.85M 0.04% 234
2024
Q4
$13.7M Sell
28,099
-3,441
-11% -$1.67M 0.04% 200
2024
Q3
$18.4M Sell
31,540
-536
-2% -$313K 0.06% 153
2024
Q2
$15M Buy
32,076
+2,282
+8% +$1.07M 0.05% 181
2024
Q1
$13.6M Buy
29,794
+1,966
+7% +$894K 0.05% 186
2023
Q4
$12.6M Buy
27,828
+1,638
+6% +$742K 0.05% 182
2023
Q3
$10.7M Buy
+26,190
New +$10.7M 0.05% 178