EWM
Evercore Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
4,658
+286
| +7% | +$132K | 0.03% | 150 |
|
|
2025
Q1 | $1.95M | Sell |
4,372
-3
| -0.1% | -$1.34K | 0.03% | 157 |
|
|
2024
Q4 | $2.13M | Buy |
4,375
+20
| +0.5% | +$9.72K | 0.03% | 149 |
|
|
2024
Q3 | $2.55M | Hold |
4,355
| – | – | 0.04% | 141 |
|
|
2024
Q2 | $2.03M | Sell |
4,355
-39
| -0.9% | -$18.2K | 0.03% | 159 |
|
|
2024
Q1 | $2M | Sell |
4,394
-576
| -12% | -$262K | 0.03% | 163 |
|
|
2023
Q4 | $2.25M | Buy |
4,970
+277
| +6% | +$126K | 0.04% | 154 |
|
|
2023
Q3 | $1.92M | Buy |
4,693
+25
| +0.5% | +$10.2K | 0.04% | 157 |
|
|
2023
Q2 | $2.15M | Buy |
4,668
+380
| +9% | +$175K | 0.04% | 148 |
|
|
2023
Q1 | $2.03M | Sell |
4,288
-209
| -5% | -$98.8K | 0.04% | 152 |
|
|
2022
Q4 | $2.19M | Sell |
4,497
-36
| -0.8% | -$17.5K | 0.05% | 146 |
|
|
2022
Q3 | $1.75M | Buy |
4,533
+41
| +0.9% | +$15.8K | 0.04% | 148 |
|
|
2022
Q2 | $1.93M | Sell |
4,492
-50
| -1% | -$21.5K | 0.04% | 147 |
|
|
2022
Q1 | $2.01M | Buy |
4,542
+100
| +2% | +$44.1K | 0.04% | 162 |
|
|
2021
Q4 | $1.58M | Sell |
4,442
-24
| -0.5% | -$8.53K | 0.03% | 181 |
|
|
2021
Q3 | $1.54M | Sell |
4,466
-90
| -2% | -$31.1K | 0.03% | 182 |
|
|
2021
Q2 | $1.72M | Sell |
4,556
-207
| -4% | -$78.3K | 0.03% | 182 |
|
|
2021
Q1 | $1.76M | Sell |
4,763
-1,289
| -21% | -$476K | 0.03% | 180 |
|
|
2020
Q4 | $2.15M | Sell |
6,052
-15
| -0.2% | -$5.32K | 0.05% | 148 |
|
|
2020
Q3 | $2.33M | Sell |
6,067
-1,834
| -23% | -$703K | 0.06% | 135 |
|
|
2020
Q2 | $2.88M | Sell |
7,901
-100
| -1% | -$36.5K | 0.08% | 117 |
|
|
2020
Q1 | $2.71M | Sell |
8,001
-75
| -0.9% | -$25.4K | 0.09% | 108 |
|
|
2019
Q4 | $3.14M | Sell |
8,076
-75
| -0.9% | -$29.2K | 0.08% | 120 |
|
|
2019
Q3 | $3.18M | Buy |
8,151
+247
| +3% | +$96.3K | 0.09% | 119 |
|
|
2019
Q2 | $2.87M | Buy |
7,904
+323
| +4% | +$117K | 0.09% | 125 |
|
|
2019
Q1 | $2.28M | Buy |
7,581
+1,064
| +16% | +$319K | 0.07% | 137 |
|
|
2018
Q4 | $1.71M | Sell |
6,517
-11
| -0.2% | -$2.88K | 0.06% | 142 |
|
|
2018
Q3 | $2.26M | Sell |
6,528
-41
| -0.6% | -$14.2K | 0.07% | 135 |
|
|
2018
Q2 | $1.94M | Sell |
6,569
-190
| -3% | -$56.1K | 0.07% | 141 |
|
|
2018
Q1 | $2.28M | Sell |
6,759
-1,281
| -16% | -$433K | 0.09% | 121 |
|
|
2017
Q4 | $2.58M | Sell |
8,040
-80
| -1% | -$25.7K | 0.1% | 119 |
|
|
2017
Q3 | $2.52M | Buy |
8,120
+127
| +2% | +$39.4K | 0.1% | 121 |
|
|
2017
Q2 | $2.22M | Sell |
7,993
-331
| -4% | -$91.9K | 0.09% | 126 |
|
|
2017
Q1 | $2.23M | Sell |
8,324
-580
| -7% | -$155K | 0.09% | 124 |
|
|
2016
Q4 | $2.23M | Sell |
8,904
-155
| -2% | -$38.8K | 0.09% | 125 |
|
|
2016
Q3 | $2.17M | Buy |
9,059
+65
| +0.7% | +$15.6K | 0.09% | 126 |
|
|
2016
Q2 | $2.23M | Buy |
8,994
+520
| +6% | +$129K | 0.1% | 123 |
|
|
2016
Q1 | $1.88M | Sell |
8,474
-132
| -2% | -$29.2K | 0.08% | 129 |
|
|
2015
Q4 | $1.87M | Buy |
8,606
+380
| +5% | +$82.5K | 0.09% | 135 |
|
|
2015
Q3 | $1.7M | Sell |
8,226
-47
| -0.6% | -$9.74K | 0.08% | 138 |
|
|
2015
Q2 | $1.54M | Buy |
8,273
+41
| +0.5% | +$7.61K | 0.07% | 160 |
|
|
2015
Q1 | $1.67M | Buy |
8,232
+852
| +12% | +$173K | 0.08% | 151 |
|
|
2014
Q4 | $1.42M | Buy |
7,380
+165
| +2% | +$31.8K | 0.07% | 147 |
|
|
2014
Q3 | $1.32M | Sell |
7,215
-642
| -8% | -$117K | 0.07% | 165 |
|
|
2014
Q2 | $1.26M | Buy |
7,857
+1,132
| +17% | +$182K | 0.07% | 167 |
|
|
2014
Q1 | $1.1M | Buy |
6,725
+953
| +17% | +$156K | 0.06% | 176 |
|
|
2013
Q4 | $857K | Sell |
5,772
-16,817
| -74% | -$2.5M | 0.05% | 204 |
|
|
2013
Q3 | $2.88M | Buy |
22,589
+40
| +0.2% | +$5.1K | 0.17% | 134 |
|
|
2013
Q2 | $2.44M | Buy |
+22,549
| New | +$2.44M | 0.14% | 144 |
|