Lederer & Associates Investment Counsel’s Lockheed Martin LMT Stock Holding History

Lederer & Associates Investment Counsel’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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	+$213K	0.15%	82
2023 Q4	–	Sell	-696	Closed	-$285K	–	88
2023 Q3	$285K	Sell	696 -376	-35%	-$154K	0.23%	80
2023 Q2	$494K	Sell	1,072 -1,870	-64%	-$862K	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%	-$47.5K	0.96%	37
2022 Q2	$1.32M	Sell	3,065 -74	-2%	-$31.8K	1.02%	34
2022 Q1	$1.39M	Sell	3,139 -4,838	-61%	-$2.14M	0.85%	44
2021 Q4	$2.84M	Sell	7,977 -80	-1%	-$28.4K	1.64%	16
2021 Q3	$2.78M	Buy	8,057 +146	+2%	+$50.4K	1.79%	14
2021 Q2	$2.99M	Sell	7,911 -112	-1%	-$42.4K	1.99%	14
2021 Q1	$2.96M	Sell	8,023 -42	-0.5%	-$15.5K	2.09%	10
2020 Q4	$2.86M	Buy	8,065 +32	+0.4%	+$11.4K	2.2%	10
2020 Q3	$3.08M	Sell	8,033 -728	-8%	-$279K	2.56%	5
2020 Q2	$3.2M	Buy	8,761 +3,707	+73%	+$1.35M	2.99%	5
2020 Q1	$1.71M	Sell	5,054 -126	-2%	-$42.7K	1.94%	18
2019 Q4	$2.02M	Sell	5,180 -37	-0.7%	-$14.4K	1.75%	19
2019 Q3	$2.04M	Buy	5,217 +16	+0.3%	+$6.24K	1.94%	15
2019 Q2	$1.89M	Buy	5,201 +52	+1%	+$18.9K	1.74%	22
2019 Q1	$1.55M	Hold	5,149	–	–	1.44%	32
2018 Q4	$1.35M	Buy	5,149 +35	+0.7%	+$9.16K	1.44%	30
2018 Q3	$1.77M	Buy	5,114 +184	+4%	+$63.6K	1.5%	27
2018 Q2	$1.46M	Sell	4,930 -157	-3%	-$46.4K	1.31%	35
2018 Q1	$1.72M	Sell	5,087 -34	-0.7%	-$11.5K	1.55%	30
2017 Q4	$1.64M	Buy	5,121 +7	+0.1%	+$2.25K	1.47%	32
2017 Q3	$1.59M	Sell	5,114 -5	-0.1%	-$1.55K	1.51%	32
2017 Q2	$1.42M	Buy	5,119 +323	+7%	+$89.7K	1.37%	37
2017 Q1	$1.28M	Buy	4,796 +61	+1%	+$16.3K	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	+$792K	0.81%	48