Lederer & Associates Investment Counsel’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-365
| Closed | -$177K | – | 86 |
|
|
2024
Q4 | $177K | Hold |
365
| – | – | 0.12% | 84 |
|
|
2024
Q3 | $213K | Buy |
+365
| New | +$196K | 0.15% | 82 |
|
|
2023
Q4 | – | Sell |
-696
| Closed | -$285K | – | 88 |
|
|
2023
Q3 | $285K | Sell |
696
-376
| -35% | -$167K | 0.23% | 80 |
|
|
2023
Q2 | $494K | Sell |
1,072
-1,870
| -64% | -$868K | 0.37% | 72 |
|
|
2023
Q1 | $1.39M | Hold |
2,942
| – | – | 1.07% | 36 |
|
|
2022
Q4 | $1.43M | Hold |
2,942
| – | – | 1.17% | 29 |
|
|
2022
Q3 | $1.14M | Sell |
2,942
-123
| -4% | -$51.4K | 0.96% | 37 |
|
|
2022
Q2 | $1.32M | Sell |
3,065
-74
| -2% | -$32.5K | 1.02% | 34 |
|
|
2022
Q1 | $1.39M | Sell |
3,139
-4,838
| -61% | -$1.96M | 0.85% | 44 |
|
|
2021
Q4 | $2.83M | Sell |
7,977
-80
| -1% | -$27.7K | 1.64% | 16 |
|
|
2021
Q3 | $2.78M | Buy |
8,057
+146
| +2% | +$52.8K | 1.79% | 14 |
|
|
2021
Q2 | $2.99M | Sell |
7,911
-112
| -1% | -$43.1K | 1.99% | 14 |
|
|
2021
Q1 | $2.96M | Sell |
8,023
-42
| -0.5% | -$14.4K | 2.09% | 10 |
|
|
2020
Q4 | $2.86M | Buy |
8,065
+32
| +0.4% | +$11.8K | 2.2% | 10 |
|
|
2020
Q3 | $3.08M | Sell |
8,033
-728
| -8% | -$278K | 2.56% | 5 |
|
|
2020
Q2 | $3.2M | Buy |
8,761
+3,707
| +73% | +$1.4M | 2.99% | 5 |
|
|
2020
Q1 | $1.71M | Sell |
5,054
-126
| -2% | -$49.6K | 1.94% | 18 |
|
|
2019
Q4 | $2.02M | Sell |
5,180
-37
| -0.7% | -$14.2K | 1.75% | 19 |
|
|
2019
Q3 | $2.04M | Buy |
5,217
+16
| +0.3% | +$6.02K | 1.94% | 15 |
|
|
2019
Q2 | $1.89M | Buy |
5,201
+52
| +1% | +$17.4K | 1.74% | 22 |
|
|
2019
Q1 | $1.55M | Hold |
5,149
| – | – | 1.44% | 32 |
|
|
2018
Q4 | $1.35M | Buy |
5,149
+35
| +0.7% | +$10.6K | 1.44% | 30 |
|
|
2018
Q3 | $1.77M | Buy |
5,114
+184
| +4% | +$59.4K | 1.5% | 27 |
|
|
2018
Q2 | $1.46M | Sell |
4,930
-157
| -3% | -$50.6K | 1.31% | 35 |
|
|
2018
Q1 | $1.72M | Sell |
5,087
-34
| -0.7% | -$11.6K | 1.55% | 30 |
|
|
2017
Q4 | $1.64M | Buy |
5,121
+7
| +0.1% | +$2.21K | 1.47% | 32 |
|
|
2017
Q3 | $1.59M | Sell |
5,114
-5
| -0.1% | -$1.49K | 1.51% | 32 |
|
|
2017
Q2 | $1.42M | Buy |
5,119
+323
| +7% | +$88.7K | 1.37% | 37 |
|
|
2017
Q1 | $1.28M | Buy |
4,796
+61
| +1% | +$16K | 1.21% | 42 |
|
|
2016
Q4 | $1.18M | Buy |
+4,735
| New | +$1.18M | 1.17% | 44 |
|
|
2015
Q3 | $883K | Hold |
4,258
| – | – | 0.98% | 46 |
|
|
2015
Q2 | $792K | Buy |
+4,258
| New | +$820K | 0.81% | 48 |
|
Other funds holding LMT
Lederer & Associates Investment Counsel's LMT Position: Q1 2025 in Review
Lederer & Associates Investment Counsel sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 365 shares — an estimated $177K sold.
Lederer & Associates Investment Counsel first reported a position in LMT in Q2 2015 and held it in 32 quarters. The position peaked at $3.2M in Q2 2020. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.
- Lederer & Associates Investment Counsel reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
- Lederer & Associates Investment Counsel sold 365 Lockheed Martin shares in Q1 2025, an estimated $177K.
- Lederer & Associates Investment Counsel first reported a position in Lockheed Martin in Q2 2015 and held it in 32 quarters.
- Lederer & Associates Investment Counsel's Lockheed Martin position peaked at $3.2M in Q2 2020.
- 2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.
Based on Lederer & Associates Investment Counsel's 13F filing for Q1 2025, filed 2 Apr 2025.