JWM
Jackson Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
9,722
+85
| +0.9% | +$39.4K | 0.49% | 51 |
|
|
2025
Q1 | $4.31M | Buy |
9,637
+48
| +0.5% | +$21.4K | 0.52% | 49 |
|
|
2024
Q4 | $4.66M | Sell |
9,589
-6,293
| -40% | -$3.06M | 0.53% | 48 |
|
|
2024
Q3 | $9.28M | Buy |
15,882
+6,203
| +64% | +$3.63M | 1.11% | 19 |
|
|
2024
Q2 | $4.52M | Sell |
9,679
-5,724
| -37% | -$2.67M | 0.97% | 25 |
|
|
2024
Q1 | $7.01M | Sell |
15,403
-5,135
| -25% | -$2.34M | 0.88% | 25 |
|
|
2023
Q4 | $9.31M | Buy |
20,538
+476
| +2% | +$216K | 1.23% | 17 |
|
|
2023
Q3 | $8.21M | Buy |
20,062
+553
| +3% | +$226K | 1.17% | 15 |
|
|
2023
Q2 | $8.98M | Buy |
+19,509
| New | +$8.98M | 1.32% | 17 |
|
|
2023
Q1 | – | Sell |
-19,017
| Closed | -$9.25M | – | 156 |
|
|
2022
Q4 | $9.25M | Sell |
19,017
-2,445
| -11% | -$1.19M | 3.4% | 3 |
|
|
2022
Q3 | $8.29M | Buy |
21,462
+14,798
| +222% | +$5.72M | 1.63% | 17 |
|
|
2022
Q2 | $2.87M | Sell |
6,664
-9,775
| -59% | -$4.2M | 1.33% | 21 |
|
|
2022
Q1 | $7.26M | Sell |
16,439
-2
| -0% | -$883 | 1.01% | 31 |
|
|
2021
Q4 | $5.84M | Buy |
16,441
+392
| +2% | +$139K | 0.74% | 43 |
|
|
2021
Q3 | $160K | Buy |
16,049
+649
| +4% | +$6.47K | 1.94% | 9 |
|
|
2021
Q2 | $5.83M | Buy |
15,400
+801
| +5% | +$303K | 0.74% | 38 |
|
|
2021
Q1 | $5.39M | Buy |
14,599
+776
| +6% | +$287K | 0.81% | 36 |
|
|
2020
Q4 | $4.91M | Sell |
13,823
-6,366
| -32% | -$2.26M | 0.67% | 39 |
|
|
2020
Q3 | $7.74M | Buy |
20,189
+2,811
| +16% | +$1.08M | 1.16% | 17 |
|
|
2020
Q2 | $6.34M | Buy |
17,378
+971
| +6% | +$354K | 1.13% | 23 |
|
|
2020
Q1 | $6.18M | Buy |
16,407
+5,889
| +56% | +$2.22M | 1.29% | 17 |
|
|
2019
Q4 | $4.55M | Buy |
10,518
+103
| +1% | +$44.6K | 0.76% | 40 |
|
|
2019
Q3 | $4.03M | Buy |
+10,415
| New | +$4.03M | 0.84% | 31 |
|
|
2018
Q1 | – | Sell |
-10,192
| Closed | -$3.37M | – | 96 |
|
|
2017
Q4 | $3.37M | Sell |
10,192
-87
| -0.8% | -$28.8K | 0.85% | 32 |
|
|
2017
Q3 | $3.27M | Buy |
+10,279
| New | +$3.27M | 0.88% | 26 |
|
|
2015
Q4 | – | Sell |
-10,207
| Closed | -$2.12M | – | 95 |
|
|
2015
Q3 | $2.12M | Sell |
10,207
-755
| -7% | -$157K | 0.76% | 35 |
|
|
2015
Q2 | $2.03M | Sell |
10,962
-705
| -6% | -$131K | 0.69% | 35 |
|
|
2015
Q1 | $2.37M | Buy |
+11,667
| New | +$2.37M | 0.76% | 31 |
|