JPWM
Jamison Private Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38M | Buy |
18,095
+178
| +1% | +$82.4K | 1.2% | 29 |
|
|
2025
Q1 | $8M | Buy |
17,917
+290
| +2% | +$130K | 1.22% | 29 |
|
|
2024
Q4 | $8.57M | Buy |
17,627
+249
| +1% | +$121K | 1.26% | 27 |
|
|
2024
Q3 | $10.2M | Buy |
17,378
+441
| +3% | +$258K | 1.55% | 19 |
|
|
2024
Q2 | $7.91M | Buy |
16,937
+152
| +0.9% | +$71K | 1.31% | 23 |
|
|
2024
Q1 | $7.63M | Buy |
16,785
+141
| +0.8% | +$64.1K | 1.29% | 24 |
|
|
2023
Q4 | $7.54M | Sell |
16,644
-304
| -2% | -$138K | 1.41% | 22 |
|
|
2023
Q3 | $6.93M | Buy |
+16,948
| New | +$6.93M | 1.43% | 22 |
|