Klingman & Associates’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Buy |
1,831
+73
| +4% | +$33.8K | 0.05% | 124 |
|
|
2025
Q1 | $785K | Buy |
1,758
+29
| +2% | +$13K | 0.05% | 118 |
|
|
2024
Q4 | $840K | Hold |
1,729
| – | – | 0.05% | 113 |
|
|
2024
Q3 | $1.01M | Buy |
1,729
+19
| +1% | +$11.1K | 0.06% | 109 |
|
|
2024
Q2 | $799K | Buy |
1,710
+4
| +0.2% | +$1.87K | 0.05% | 107 |
|
|
2024
Q1 | $776K | Hold |
1,706
| – | – | 0.05% | 112 |
|
|
2023
Q4 | $773K | Sell |
1,706
-11
| -0.6% | -$4.99K | 0.06% | 109 |
|
|
2023
Q3 | $702K | Sell |
1,717
-93
| -5% | -$38K | 0.06% | 110 |
|
|
2023
Q2 | $833K | Buy |
1,810
+108
| +6% | +$49.7K | 0.07% | 97 |
|
|
2023
Q1 | $805K | Buy |
1,702
+4
| +0.2% | +$1.89K | 0.07% | 91 |
|
|
2022
Q4 | $826K | Buy |
1,698
+6
| +0.4% | +$2.92K | 0.07% | 90 |
|
|
2022
Q3 | $654K | Buy |
1,692
+5
| +0.3% | +$1.93K | 0.06% | 89 |
|
|
2022
Q2 | $725K | Sell |
1,687
-16
| -0.9% | -$6.88K | 0.07% | 84 |
|
|
2022
Q1 | $751K | Buy |
+1,703
| New | +$751K | 0.06% | 87 |
|
|
2021
Q2 | – | Sell |
-574
| Closed | -$212K | – | 168 |
|
|
2021
Q1 | $212K | Buy |
+574
| New | +$212K | 0.02% | 159 |
|
|
2016
Q4 | – | Sell |
-261
| Closed | -$63K | – | 220 |
|
|
2016
Q3 | $63K | Hold |
261
| – | – | 0.02% | 170 |
|
|
2016
Q2 | $65K | Hold |
261
| – | – | 0.02% | 173 |
|
|
2016
Q1 | $58K | Hold |
261
| – | – | 0.02% | 181 |
|
|
2015
Q4 | $57K | Buy |
261
+231
| +770% | +$50.4K | 0.02% | 202 |
|
|
2015
Q3 | $6K | Sell |
30
-23
| -43% | -$4.6K | ﹤0.01% | 349 |
|
|
2015
Q2 | $10K | Buy |
53
+23
| +77% | +$4.34K | ﹤0.01% | 308 |
|
|
2015
Q1 | $6K | Sell |
30
-100
| -77% | -$20K | ﹤0.01% | 303 |
|
|
2014
Q4 | $25K | Buy |
+130
| New | +$25K | 0.01% | 217 |
|