Family Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $420K | Buy |
695
+12
| +2% | +$7.39K | 0.05% | 176 |
|
|
2025
Q4 | $330K | Sell |
683
-125
| -15% | -$59.8K | 0.04% | 179 |
|
|
2025
Q3 | $403K | Sell |
808
-7,161
| -90% | -$3.25M | 0.06% | 136 |
|
|
2025
Q2 | $3.69M | Buy |
7,969
+73
| +0.9% | +$34.2K | 0.56% | 50 |
|
|
2025
Q1 | $3.53M | Buy |
7,896
+2,116
| +37% | +$974K | 0.58% | 43 |
|
|
2024
Q4 | $2.73M | Buy |
5,780
+259
| +5% | +$141K | 0.44% | 55 |
|
|
2024
Q3 | $3.23M | Buy |
5,521
+5,009
| +978% | +$2.69M | 0.54% | 49 |
|
|
2024
Q2 | $239K | Sell |
512
-7
| -1% | -$3.23K | 0.04% | 130 |
|
|
2024
Q1 | $236K | Sell |
519
-5,062
| -91% | -$2.22M | 0.04% | 135 |
|
|
2023
Q4 | $2.53M | Buy |
5,581
+52
| +0.9% | +$23K | 0.53% | 44 |
|
|
2023
Q3 | $2.26M | Sell |
5,529
-320
| -5% | -$142K | 0.52% | 45 |
|
|
2023
Q2 | $2.69M | Buy |
5,849
+333
| +6% | +$155K | 0.59% | 38 |
|
|
2023
Q1 | $2.61M | Buy |
5,516
+4,612
| +510% | +$2.16M | 0.6% | 41 |
|
|
2022
Q4 | $440K | Buy |
904
+38
| +4% | +$17.7K | 0.11% | 90 |
|
|
2022
Q3 | $335K | Sell |
866
-36
| -4% | -$15K | 0.09% | 100 |
|
|
2022
Q2 | $388K | Buy |
902
+40
| +5% | +$17.6K | 0.11% | 99 |
|
|
2022
Q1 | $380K | Buy |
862
+266
| +45% | +$108K | 0.11% | 110 |
|
|
2021
Q4 | $212K | Sell |
596
-122
| -17% | -$42.2K | 0.06% | 159 |
|
|
2021
Q3 | $248K | Sell |
718
-38
| -5% | -$13.8K | 0.07% | 144 |
|
|
2021
Q2 | $286K | Buy |
+756
| New | +$291K | 0.08% | 142 |
|
|
2020
Q1 | – | Sell |
-593
| Closed | -$231K | – | 178 |
|
|
2019
Q4 | $231K | Buy |
+593
| New | +$228K | 0.08% | 133 |
|
|
2019
Q1 | – | Sell |
-13,286
| Closed | -$3.48M | – | 140 |
|
|
2018
Q4 | $3.48M | Sell |
13,286
-814
| -6% | -$247K | 1.46% | 18 |
|
|
2018
Q3 | $4.88M | Sell |
14,100
-556
| -4% | -$179K | 2.85% | 9 |
|
|
2018
Q2 | $4.33M | Buy |
14,656
+24
| +0.2% | +$7.74K | 2.68% | 14 |
|
|
2018
Q1 | $4.95M | Sell |
14,632
-1,090
| -7% | -$371K | 3.72% | 6 |
|
|
2017
Q4 | $5.05M | Sell |
15,722
-32
| -0.2% | -$10.1K | 3.53% | 8 |
|
|
2017
Q3 | $4.89M | Sell |
15,754
-417
| -3% | -$124K | 3.35% | 10 |
|
|
2017
Q2 | $4.49M | Sell |
16,171
-435
| -3% | -$120K | 3.09% | 15 |
|
|
2017
Q1 | $4.44M | Sell |
16,606
-1,337
| -7% | -$350K | 3.06% | 13 |
|
|
2016
Q4 | $4.49M | Sell |
17,943
-1,100
| -6% | -$275K | 3.07% | 12 |
|
|
2016
Q3 | $4.57M | Sell |
19,043
-300
| -2% | -$75.1K | 2.58% | 15 |
|
|
2016
Q2 | $4.8M | Sell |
19,343
-7,695
| -28% | -$1.81M | 2.72% | 14 |
|
|
2016
Q1 | $5.99M | Sell |
27,038
-2,287
| -8% | -$492K | 3.88% | 11 |
|
|
2015
Q4 | $6.37M | Sell |
29,325
-3,275
| -10% | -$711K | 3.29% | 15 |
|
|
2015
Q3 | $6.76M | Buy |
32,600
+20,346
| +166% | +$4.14M | 2.98% | 10 |
|
|
2015
Q2 | $2.28M | Buy |
+12,254
| New | +$2.36M | 0.94% | 39 |
|
Other funds holding LMT
VCM
VPM
