Foundations Investment Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
6,665
+1,491
| +29% | +$691K | 0.05% | 257 |
|
|
2025
Q1 | $2.31M | Sell |
5,174
-16,257
| -76% | -$7.26M | 0.04% | 276 |
|
|
2024
Q4 | $10.4M | Buy |
21,431
+3,727
| +21% | +$1.81M | 0.2% | 105 |
|
|
2024
Q3 | $10.3M | Buy |
17,704
+1,015
| +6% | +$593K | 0.22% | 98 |
|
|
2024
Q2 | $7.8M | Buy |
16,689
+2,376
| +17% | +$1.11M | 0.19% | 98 |
|
|
2024
Q1 | $6.51M | Buy |
14,313
+1,280
| +10% | +$582K | 0.17% | 107 |
|
|
2023
Q4 | $5.6M | Buy |
13,033
+3,795
| +41% | +$1.63M | 0.15% | 111 |
|
|
2023
Q3 | $3.78M | Buy |
9,238
+885
| +11% | +$362K | 0.12% | 145 |
|
|
2023
Q2 | $3.85M | Buy |
8,353
+1,443
| +21% | +$664K | 0.13% | 118 |
|
|
2023
Q1 | $3.27M | Buy |
6,910
+271
| +4% | +$128K | 0.12% | 114 |
|
|
2022
Q4 | $3.23M | Buy |
6,639
+1,645
| +33% | +$800K | 0.13% | 86 |
|
|
2022
Q3 | $1.93M | Buy |
4,994
+135
| +3% | +$52.1K | 0.08% | 105 |
|
|
2022
Q2 | $2.07M | Buy |
4,859
+510
| +12% | +$217K | 0.09% | 95 |
|
|
2022
Q1 | $2.03M | Buy |
4,349
+690
| +19% | +$323K | 0.08% | 94 |
|
|
2021
Q4 | $1.32M | Buy |
3,659
+1,850
| +102% | +$668K | 0.05% | 105 |
|
|
2021
Q3 | $629K | Buy |
1,809
+158
| +10% | +$54.9K | 0.03% | 149 |
|
|
2021
Q2 | $633K | Buy |
1,651
+39
| +2% | +$15K | 0.03% | 141 |
|
|
2021
Q1 | $613K | Buy |
1,612
+302
| +23% | +$115K | 0.04% | 122 |
|
|
2020
Q4 | $440K | Buy |
1,310
+121
| +10% | +$40.6K | 0.03% | 122 |
|
|
2020
Q3 | $453K | Sell |
1,189
-13
| -1% | -$4.95K | 0.1% | 115 |
|
|
2020
Q2 | $435K | Sell |
1,202
-5
| -0.4% | -$1.81K | 0.04% | 108 |
|
|
2020
Q1 | $409K | Buy |
+1,207
| New | +$409K | 0.05% | 78 |
|