IAM Advisory’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
Q2 | $2.25M | Buy |
4,421
+50
| +1% | +$27K | 0.44% | 39 |
|
|
2026
Q1 | $2.64M | Sell |
4,371
-6
| -0.1% | -$3.7K | 0.59% | 29 |
|
|
2025
Q4 | $2.12M | Buy |
4,377
+29
| +0.7% | +$13.9K | 0.47% | 34 |
|
|
2025
Q3 | $2.17M | Buy |
4,348
+103
| +2% | +$46.7K | 0.49% | 32 |
|
|
2025
Q2 | $1.97M | Buy |
4,245
+99
| +2% | +$46.3K | 0.47% | 33 |
|
|
2025
Q1 | $1.85M | Buy |
4,146
+10
| +0.2% | +$4.6K | 0.48% | 35 |
|
|
2024
Q4 | $2.01M | Buy |
4,136
+55
| +1% | +$30K | 0.51% | 31 |
|
|
2024
Q3 | $2.39M | Buy |
4,081
+54
| +1% | +$29K | 0.6% | 24 |
|
|
2024
Q2 | $1.88M | Buy |
4,027
+114
| +3% | +$52.7K | 0.51% | 36 |
|
|
2024
Q1 | $1.78M | Buy |
3,913
+81
| +2% | +$35.5K | 0.49% | 36 |
|
|
2023
Q4 | $1.74M | Buy |
3,832
+127
| +3% | +$56.3K | 0.55% | 30 |
|
|
2023
Q3 | $1.52M | Buy |
3,705
+117
| +3% | +$51.9K | 0.53% | 32 |
|
|
2023
Q2 | $1.65M | Buy |
3,588
+167
| +5% | +$77.5K | 0.56% | 25 |
|
|
2023
Q1 | $1.62M | Buy |
3,421
+194
| +6% | +$91K | 0.56% | 22 |
|
|
2022
Q4 | $1.57M | Buy |
3,227
+112
| +4% | +$52K | 0.58% | 23 |
|
|
2022
Q3 | $1.2M | Buy |
3,115
+196
| +7% | +$81.8K | 0.51% | 29 |
|
|
2022
Q2 | $1.25M | Buy |
2,919
+107
| +4% | +$47K | 0.52% | 25 |
|
|
2022
Q1 | $1.24M | Buy |
2,812
+84
| +3% | +$34.1K | 0.5% | 30 |
|
|
2021
Q4 | $991K | Buy |
2,728
+299
| +12% | +$103K | 0.39% | 38 |
|
|
2021
Q3 | $867K | Buy |
+2,429
| New | +$879K | 0.37% | 45 |
|
|
2021
Q2 | – | Sell |
-2,227
| Closed | -$858K | – | 72 |
|
|
2021
Q1 | $858K | Buy |
2,227
+128
| +6% | +$43.9K | 0.37% | 44 |
|
|
2020
Q4 | $698K | Buy |
+2,099
| New | +$772K | 0.35% | 45 |
|
Other funds holding LMT
CIM
WCM
SI
AP
CNB
PDM
ORIO
P
MAA