IFWM
Institute for Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
2,555
-23
| -0.9% | -$10.7K | 0.13% | 164 |
|
|
2025
Q1 | $1.15M | Hold |
2,578
| – | – | 0.15% | 158 |
|
|
2024
Q4 | $1.25M | Buy |
2,578
+11
| +0.4% | +$5.35K | 0.16% | 134 |
|
|
2024
Q3 | $1.5M | Sell |
2,567
-34
| -1% | -$19.9K | 0.19% | 120 |
|
|
2024
Q2 | $1.22M | Sell |
2,601
-20
| -0.8% | -$9.34K | 0.16% | 135 |
|
|
2024
Q1 | $1.19M | Sell |
2,621
-71
| -3% | -$32.3K | 0.15% | 141 |
|
|
2023
Q4 | $1.22M | Sell |
2,692
-124
| -4% | -$56.2K | 0.2% | 129 |
|
|
2023
Q3 | $1.15M | Hold |
2,816
| – | – | 0.21% | 120 |
|
|
2023
Q2 | $1.3M | Sell |
2,816
-96
| -3% | -$44.2K | 0.22% | 109 |
|
|
2023
Q1 | $1.38M | Sell |
2,912
-15
| -0.5% | -$7.09K | 0.26% | 96 |
|
|
2022
Q4 | $1.42M | Buy |
2,927
+66
| +2% | +$32.1K | 0.3% | 90 |
|
|
2022
Q3 | $1.11M | Buy |
2,861
+74
| +3% | +$28.6K | 0.25% | 107 |
|
|
2022
Q2 | $1.2M | Buy |
2,787
+147
| +6% | +$63.2K | 0.24% | 113 |
|
|
2022
Q1 | $1.17M | Buy |
2,640
+128
| +5% | +$56.5K | 0.19% | 128 |
|
|
2021
Q4 | $893K | Buy |
2,512
+85
| +4% | +$30.2K | 0.15% | 177 |
|
|
2021
Q3 | $838K | Buy |
2,427
+147
| +6% | +$50.8K | 0.15% | 177 |
|
|
2021
Q2 | $863K | Buy |
2,280
+36
| +2% | +$13.6K | 0.15% | 178 |
|
|
2021
Q1 | $829K | Buy |
2,244
+239
| +12% | +$88.3K | 0.16% | 172 |
|
|
2020
Q4 | $712K | Buy |
2,005
+249
| +14% | +$88.4K | 0.14% | 183 |
|
|
2020
Q3 | $673K | Sell |
1,756
-50
| -3% | -$19.2K | 0.15% | 165 |
|
|
2020
Q2 | $659K | Sell |
1,806
-9
| -0.5% | -$3.28K | 0.16% | 177 |
|
|
2020
Q1 | $615K | Buy |
1,815
+2
| +0.1% | +$678 | 0.19% | 146 |
|
|
2019
Q4 | $706K | Buy |
1,813
+10
| +0.6% | +$3.89K | 0.16% | 191 |
|
|
2019
Q3 | $703K | Sell |
1,803
-1,496
| -45% | -$583K | 0.18% | 169 |
|
|
2019
Q2 | $1.2M | Sell |
3,299
-441
| -12% | -$160K | 0.27% | 110 |
|
|
2019
Q1 | $1.12M | Buy |
+3,740
| New | +$1.12M | 0.24% | 113 |
|
|
2017
Q3 | – | Sell |
-3,729
| Closed | -$1.04M | – | 324 |
|
|
2017
Q2 | $1.04M | Buy |
+3,729
| New | +$1.04M | 0.29% | 106 |
|