EHC
Everett Harris & Co’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Sell |
52,199
-581
| -1% | -$269K | 0.31% | 37 |
|
|
2025
Q1 | $23.6M | Sell |
52,780
-1,394
| -3% | -$623K | 0.3% | 37 |
|
|
2024
Q4 | $26.3M | Sell |
54,174
-1,284
| -2% | -$624K | 0.33% | 33 |
|
|
2024
Q3 | $32.4M | Sell |
55,458
-737
| -1% | -$431K | 0.4% | 32 |
|
|
2024
Q2 | $26.2M | Sell |
56,195
-4,197
| -7% | -$1.96M | 0.34% | 33 |
|
|
2024
Q1 | $27.5M | Buy |
60,392
+269
| +0.4% | +$122K | 0.36% | 33 |
|
|
2023
Q4 | $27.3M | Buy |
60,123
+779
| +1% | +$353K | 0.39% | 32 |
|
|
2023
Q3 | $24.3M | Buy |
59,344
+1,812
| +3% | +$741K | 0.38% | 33 |
|
|
2023
Q2 | $26.5M | Sell |
57,532
-357
| -0.6% | -$164K | 0.4% | 34 |
|
|
2023
Q1 | $27.4M | Buy |
57,889
+43
| +0.1% | +$20.3K | 0.44% | 34 |
|
|
2022
Q4 | $28.1M | Sell |
57,846
-388
| -0.7% | -$189K | 0.48% | 34 |
|
|
2022
Q3 | $22.5M | Buy |
58,234
+981
| +2% | +$379K | 0.41% | 36 |
|
|
2022
Q2 | $24.6M | Buy |
57,253
+14
| +0% | +$6.02K | 0.43% | 37 |
|
|
2022
Q1 | $25.3M | Buy |
57,239
+2,185
| +4% | +$964K | 0.36% | 42 |
|
|
2021
Q4 | $19.6M | Buy |
55,054
+7,156
| +15% | +$2.54M | 0.27% | 46 |
|
|
2021
Q3 | $16.5M | Buy |
47,898
+6,216
| +15% | +$2.15M | 0.26% | 48 |
|
|
2021
Q2 | $15.8M | Buy |
41,682
+10,268
| +33% | +$3.88M | 0.25% | 50 |
|
|
2021
Q1 | $11.6M | Buy |
31,414
+28,032
| +829% | +$10.4M | 0.2% | 50 |
|
|
2020
Q4 | $1.2M | Buy |
3,382
+1,008
| +42% | +$358K | 0.02% | 122 |
|
|
2020
Q3 | $910K | Buy |
2,374
+290
| +14% | +$111K | 0.02% | 132 |
|
|
2020
Q2 | $760K | Buy |
2,084
+308
| +17% | +$112K | 0.02% | 141 |
|
|
2020
Q1 | $602K | Buy |
1,776
+66
| +4% | +$22.4K | 0.02% | 146 |
|
|
2019
Q4 | $666K | Buy |
+1,710
| New | +$666K | 0.02% | 161 |
|
|
2019
Q3 | – | Sell |
-2,808
| Closed | -$1.02M | – | 257 |
|
|
2019
Q2 | $1.02M | Buy |
2,808
+20
| +0.7% | +$7.27K | 0.03% | 131 |
|
|
2019
Q1 | $837K | Hold |
2,788
| – | – | 0.02% | 136 |
|
|
2018
Q4 | $730K | Hold |
2,788
| – | – | 0.02% | 137 |
|
|
2018
Q3 | $965K | Hold |
2,788
| – | – | 0.02% | 130 |
|
|
2018
Q2 | $824K | Hold |
2,788
| – | – | 0.02% | 135 |
|
|
2018
Q1 | $942K | Buy |
2,788
+30
| +1% | +$10.1K | 0.03% | 129 |
|
|
2017
Q4 | $885K | Hold |
2,758
| – | – | 0.02% | 140 |
|
|
2017
Q3 | $856K | Buy |
2,758
+14
| +0.5% | +$4.35K | 0.03% | 140 |
|
|
2017
Q2 | $762K | Hold |
2,744
| – | – | 0.02% | 148 |
|
|
2017
Q1 | $734K | Hold |
2,744
| – | – | 0.02% | 148 |
|
|
2016
Q4 | $686K | Hold |
2,744
| – | – | 0.02% | 150 |
|
|
2016
Q3 | $658K | Hold |
2,744
| – | – | 0.02% | 154 |
|
|
2016
Q2 | $681K | Sell |
2,744
-12
| -0.4% | -$2.98K | 0.02% | 150 |
|
|
2016
Q1 | $610K | Sell |
2,756
-230
| -8% | -$50.9K | 0.02% | 162 |
|
|
2015
Q4 | $648K | Buy |
2,986
+12
| +0.4% | +$2.6K | 0.02% | 153 |
|
|
2015
Q3 | $617K | Sell |
2,974
-332
| -10% | -$68.9K | 0.02% | 158 |
|
|
2015
Q2 | $615K | Buy |
3,306
+32
| +1% | +$5.95K | 0.02% | 161 |
|
|
2015
Q1 | $664K | Buy |
3,274
+230
| +8% | +$46.6K | 0.02% | 147 |
|
|
2014
Q4 | $586K | Hold |
3,044
| – | – | 0.02% | 151 |
|
|
2014
Q3 | $556K | Hold |
3,044
| – | – | 0.02% | 154 |
|
|
2014
Q2 | $489K | Hold |
3,044
| – | – | 0.02% | 158 |
|
|
2014
Q1 | $497K | Hold |
3,044
| – | – | 0.02% | 152 |
|
|
2013
Q4 | $453K | Hold |
3,044
| – | – | 0.02% | 152 |
|
|
2013
Q3 | $388K | Sell |
3,044
-200
| -6% | -$25.5K | 0.02% | 152 |
|
|
2013
Q2 | $352K | Buy |
+3,244
| New | +$352K | 0.01% | 161 |
|