Institutional & Family Asset Management’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$5.02M Sell
10,747
-22
-0.2% -$10.3K 0.77% 32
2024
Q1
$4.9M Sell
10,769
-342
-3% -$156K 0.78% 35
2023
Q4
$5.04M Buy
11,111
+27
+0.2% +$12.2K 0.83% 27
2023
Q3
$4.53M Sell
11,084
-13
-0.1% -$5.32K 0.74% 41
2023
Q2
$5.11M Sell
11,097
-194
-2% -$89.3K 0.83% 37
2023
Q1
$5.34M Buy
11,291
+147
+1% +$69.5K 0.88% 28
2022
Q4
$5.42M Sell
11,144
-1,687
-13% -$821K 0.9% 25
2022
Q3
$4.96M Buy
12,831
+120
+0.9% +$46.4K 0.88% 26
2022
Q2
$5.47M Buy
12,711
+206
+2% +$88.6K 0.94% 20
2022
Q1
$5.52M Buy
12,505
+120
+1% +$53K 0.86% 21
2021
Q4
$4.4M Buy
12,385
+923
+8% +$328K 0.69% 36
2021
Q3
$3.96M Buy
11,462
+336
+3% +$116K 0.63% 49
2021
Q2
$4.21M Buy
11,126
+1,477
+15% +$559K 0.69% 40
2021
Q1
$3.57M Buy
9,649
+327
+4% +$121K 0.69% 38
2020
Q4
$3.31M Buy
9,322
+796
+9% +$283K 0.69% 41
2020
Q3
$3.27M Sell
8,526
-952
-10% -$365K 0.76% 38
2020
Q2
$3.46M Sell
9,478
-687
-7% -$251K 0.72% 42
2020
Q1
$3.45M Buy
10,165
+662
+7% +$224K 0.79% 33
2019
Q4
$3.7M Sell
9,503
-955
-9% -$372K 0.78% 34
2019
Q3
$4.08M Sell
10,458
-545
-5% -$213K 0.9% 28
2019
Q2
$4M Sell
11,003
-734
-6% -$267K 0.86% 27
2019
Q1
$3.52M Sell
11,737
-53
-0.4% -$15.9K 0.74% 39
2018
Q4
$3.09M Sell
11,790
-395
-3% -$103K 0.69% 51
2018
Q3
$4.22M Buy
12,185
+1,685
+16% +$583K 0.83% 28
2018
Q2
$3.1M Buy
10,500
+891
+9% +$263K 0.65% 62
2018
Q1
$3.25M Sell
9,609
-3,657
-28% -$1.24M 0.69% 60
2017
Q4
$4.26M Buy
13,266
+1,582
+14% +$508K 0.82% 53
2017
Q3
$3.63M Sell
11,684
-423
-3% -$131K 0.73% 50
2017
Q2
$3.36M Sell
12,107
-11
-0.1% -$3.05K 0.82% 54
2017
Q1
$3.24M Sell
12,118
-213
-2% -$57K 1.01% 56
2016
Q4
$3.08M Buy
12,331
+494
+4% +$123K 0.97% 60
2016
Q3
$2.84M Buy
11,837
+1,056
+10% +$253K 0.94% 60
2016
Q2
$2.68M Buy
10,781
+726
+7% +$180K 0.93% 60
2016
Q1
$2.18M Sell
10,055
-29
-0.3% -$6.3K 0.82% 61
2015
Q4
$2.19M Buy
+10,084
New +$2.19M 0.82% 61