J.P. Morgan Private Wealth Advisors’s Lockheed Martin LMT Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio LMT Stock Details LMT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$154M	Sell	375,715 -34,655	-8%	-$14.2M	0.44%	56
2023 Q2	$189M	Sell	410,370 -91,569	-18%	-$42.2M	0.98%	21
2023 Q1	$237M	Sell	501,939 -18,896	-4%	-$8.93M	0.5%	45
2022 Q4	$253M	Sell	520,835 -5,438	-1%	-$2.65M	0.57%	37
2022 Q3	$203M	Buy	526,273 +14,130	+3%	+$5.46M	0.53%	48
2022 Q2	$220M	Buy	512,143 +16,629	+3%	+$7.15M	0.56%	39
2022 Q1	$219M	Buy	495,514 +7,878	+2%	+$3.48M	0.47%	52
2021 Q4	$173M	Sell	487,636 -21,000	-4%	-$7.46M	0.37%	69
2021 Q3	$176M	Buy	508,636 +37,256	+8%	+$12.9M	0.43%	56
2021 Q2	$178M	Buy	471,380 +94,797	+25%	+$35.9M	0.46%	48
2021 Q1	$139M	Sell	376,583 -71,643	-16%	-$26.5M	0.45%	55
2020 Q4	$159M	Buy	448,226 +26,627	+6%	+$9.45M	0.52%	46
2020 Q3	$162M	Buy	421,599 +65,477	+18%	+$25.1M	0.63%	32
2020 Q2	$130M	Buy	356,122 +15,791	+5%	+$5.76M	0.59%	35
2020 Q1	$115M	Buy	340,331 +50,982	+18%	+$17.3M	0.65%	35
2019 Q4	$113M	Buy	289,349 +27,835	+11%	+$10.8M	0.51%	47
2019 Q3	$102M	Buy	261,514 +16,616	+7%	+$6.48M	0.53%	48
2019 Q2	$89M	Buy	244,898 +77	+0%	+$28K	0.49%	49
2019 Q1	$73.5M	Buy	244,821 +20,882	+9%	+$6.27M	0.38%	66
2018 Q4	$58.6M	Sell	223,939 -504	-0.2%	-$132K	0.36%	71
2018 Q3	$77.6M	Buy	224,443 +3,892	+2%	+$1.35M	0.38%	62
2018 Q2	$65.2M	Buy	220,551 +30,877	+16%	+$9.12M	0.37%	68
2018 Q1	$64.1M	Sell	189,674 -3,885	-2%	-$1.31M	0.43%	56
2017 Q4	$62.1M	Buy	193,559 +4,297	+2%	+$1.38M	0.41%	62
2017 Q3	$58.7M	Sell	189,262 -15,168	-7%	-$4.71M	0.42%	65
2017 Q2	$56.8M	Sell	204,430 -746	-0.4%	-$207K	0.43%	63
2017 Q1	$54.9M	Buy	205,176 +8,154	+4%	+$2.18M	0.43%	62
2016 Q4	$49.2M	Sell	197,022 -7,114	-3%	-$1.78M	0.43%	66
2016 Q3	$48.9M	Buy	204,136 +1,830	+0.9%	+$439K	0.46%	60
2016 Q2	$50.2M	Buy	202,306 +23,087	+13%	+$5.73M	0.49%	58
2016 Q1	$39.7M	Buy	179,219 +20,334	+13%	+$4.5M	0.38%	70
2015 Q4	$34.5M	Buy	158,885 +8,281	+5%	+$1.8M	0.35%	82
2015 Q3	$31.2M	Buy	150,604 +2,377	+2%	+$493K	0.39%	74
2015 Q2	$27.6M	Buy	148,227 +10,601	+8%	+$1.97M	0.32%	90
2015 Q1	$27.9M	Buy	137,626 +8,408	+7%	+$1.71M	0.32%	87
2014 Q4	$24.9M	Buy	129,218 +17,461	+16%	+$3.36M	0.3%	89
2014 Q3	$20.4M	Buy	111,757 +18,719	+20%	+$3.42M	0.26%	103
2014 Q2	$15M	Buy	93,038 +25,108	+37%	+$4.04M	0.25%	108
2014 Q1	$11.1M	Buy	67,930 +7,203	+12%	+$1.18M	0.2%	128
2013 Q4	$9.03M	Buy	60,727 +5,731	+10%	+$852K	0.18%	133
2013 Q3	$7.02M	Buy	54,996 +5,919	+12%	+$755K	0.16%	151
2013 Q2	$5.32M	Buy	+49,077	New	+$5.32M	0.13%	163