Kovitz Investment Group Partners’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Buy |
49,772
+3,152
| +7% | +$1.46M | 0.1% | 179 |
|
|
2025
Q1 | $20.8M | Buy |
46,620
+1,711
| +4% | +$764K | 0.1% | 164 |
|
|
2024
Q4 | $21.8M | Buy |
44,909
+6,997
| +18% | +$3.4M | 0.11% | 162 |
|
|
2024
Q3 | $20.3M | Buy |
37,912
+13,097
| +53% | +$7.01M | 0.14% | 131 |
|
|
2024
Q2 | $11.6M | Buy |
24,815
+4,774
| +24% | +$2.23M | 0.1% | 156 |
|
|
2024
Q1 | $9.12M | Buy |
20,041
+2,248
| +13% | +$1.02M | 0.12% | 130 |
|
|
2023
Q4 | $8.06M | Sell |
17,793
-714
| -4% | -$324K | 0.13% | 90 |
|
|
2023
Q3 | $7.57M | Sell |
18,507
-575
| -3% | -$235K | 0.14% | 89 |
|
|
2023
Q2 | $8.79M | Sell |
19,082
-1,471
| -7% | -$677K | 0.13% | 79 |
|
|
2023
Q1 | $9.72M | Sell |
20,553
-478
| -2% | -$226K | 0.17% | 78 |
|
|
2022
Q4 | $10.2M | Sell |
21,031
-1,317
| -6% | -$641K | 0.2% | 70 |
|
|
2022
Q3 | $8.63M | Sell |
22,348
-963
| -4% | -$372K | 0.2% | 75 |
|
|
2022
Q2 | $10M | Sell |
23,311
-10,950
| -32% | -$4.71M | 0.22% | 69 |
|
|
2022
Q1 | $15.1M | Sell |
34,261
-108,084
| -76% | -$47.7M | 0.29% | 54 |
|
|
2021
Q4 | $50.5M | Sell |
142,345
-31,070
| -18% | -$11M | 1.19% | 32 |
|
|
2021
Q3 | $59.8M | Buy |
173,415
+5,992
| +4% | +$2.07M | 1.19% | 29 |
|
|
2021
Q2 | $63.3M | Buy |
167,423
+15,365
| +10% | +$5.81M | 1.25% | 28 |
|
|
2021
Q1 | $56.2M | Buy |
152,058
+6,690
| +5% | +$2.47M | 1.31% | 26 |
|
|
2020
Q4 | $51.6M | Buy |
145,368
+33,781
| +30% | +$12M | 1.26% | 29 |
|
|
2020
Q3 | $42.8M | Sell |
111,587
-1,716
| -2% | -$658K | 1.2% | 30 |
|
|
2020
Q2 | $41.3M | Buy |
113,303
+53,189
| +88% | +$19.4M | 1.28% | 26 |
|
|
2020
Q1 | $20.4M | Buy |
+60,114
| New | +$20.4M | 0.74% | 37 |
|