Forum Financial Management’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 | $2.08M | Hold |
4,497
| – | – | 0.03% | 123 |
|
|
2025
Q1 | $2.01M | Sell |
4,497
-14
| -0.3% | -$6.25K | 0.03% | 116 |
|
|
2024
Q4 | $2.19M | Buy |
4,511
+40
| +0.9% | +$19.4K | 0.04% | 108 |
|
|
2024
Q3 | $2.61M | Sell |
4,471
-5
| -0.1% | -$2.92K | 0.04% | 80 |
|
|
2024
Q2 | $2.09M | Sell |
4,476
-9
| -0.2% | -$4.2K | 0.04% | 95 |
|
|
2024
Q1 | $2.04M | Buy |
4,485
+74
| +2% | +$33.7K | 0.03% | 109 |
|
|
2023
Q4 | $2M | Sell |
4,411
-217
| -5% | -$98.4K | 0.04% | 92 |
|
|
2023
Q3 | $1.89M | Sell |
4,628
-16
| -0.3% | -$6.54K | 0.04% | 90 |
|
|
2023
Q2 | $2.14M | Buy |
4,644
+424
| +10% | +$195K | 0.05% | 81 |
|
|
2023
Q1 | $1.99M | Buy |
4,220
+18
| +0.4% | +$8.51K | 0.06% | 77 |
|
|
2022
Q4 | $2.04M | Buy |
4,202
+262
| +7% | +$127K | 0.07% | 67 |
|
|
2022
Q3 | $1.52M | Sell |
3,940
-178
| -4% | -$68.8K | 0.07% | 76 |
|
|
2022
Q2 | $1.77M | Buy |
4,118
+1
| +0% | +$430 | 0.09% | 69 |
|
|
2022
Q1 | $1.82M | Buy |
4,117
+452
| +12% | +$199K | 0.09% | 71 |
|
|
2021
Q4 | $1.3M | Buy |
+3,665
| New | +$1.3M | 0.07% | 93 |
|