Linscomb Wealth’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
$11M Buy
23,791
+238
+1% +$110K 0.51% 43
2025
Q1
$10.5M Buy
23,553
+92
+0.4% +$41.1K 0.52% 42
2024
Q4
$11.4M Hold
23,461
0.57% 32
2024
Q3
$13.7M Sell
23,461
-520
-2% -$304K 0.68% 19
2024
Q2
$11.2M Buy
23,981
+194
+0.8% +$90.6K 0.58% 27
2024
Q1
$10.8M Sell
23,787
-319
-1% -$145K 0.56% 36
2023
Q4
$10.9M Sell
24,106
-695
-3% -$315K 0.6% 32
2023
Q3
$10.1M Sell
24,801
-1,078
-4% -$441K 0.59% 32
2023
Q2
$11.9M Sell
25,879
-1,099
-4% -$506K 0.64% 27
2023
Q1
$12.8M Sell
26,978
-555
-2% -$262K 0.67% 21
2022
Q4
$13.4M Buy
27,533
+541
+2% +$263K 0.68% 20
2022
Q3
$10.4M Sell
26,992
-17
-0.1% -$6.57K 0.63% 31
2022
Q2
$11.6M Buy
27,009
+539
+2% +$232K 0.67% 26
2022
Q1
$11.7M Buy
26,470
+818
+3% +$361K 0.56% 37
2021
Q4
$9.12M Buy
25,652
+1,190
+5% +$423K 0.44% 57
2021
Q3
$8.44M Buy
24,462
+567
+2% +$196K 0.44% 60
2021
Q2
$9.04M Buy
23,895
+1,005
+4% +$380K 0.46% 56
2021
Q1
$8.46M Buy
22,890
+969
+4% +$358K 0.46% 56
2020
Q4
$7.78M Buy
21,921
+208
+1% +$73.8K 0.46% 52
2020
Q3
$8.32M Buy
21,713
+395
+2% +$151K 0.57% 39
2020
Q2
$7.78M Buy
21,318
+2,142
+11% +$782K 0.57% 37
2020
Q1
$6.5M Buy
19,176
+18
+0.1% +$6.1K 0.57% 28
2019
Q4
$7.46M Sell
19,158
-172
-0.9% -$67K 0.49% 26
2019
Q3
$7.54M Buy
19,330
+401
+2% +$156K 0.61% 25
2019
Q2
$6.88M Buy
18,929
+52
+0.3% +$18.9K 0.56% 27
2019
Q1
$5.67M Buy
18,877
+811
+4% +$243K 0.48% 34
2018
Q4
$4.73M Sell
18,066
-134
-0.7% -$35.1K 0.45% 39
2018
Q3
$6.3M Buy
18,200
+117
+0.6% +$40.5K 0.52% 29
2018
Q2
$5.34M Sell
18,083
-23
-0.1% -$6.8K 0.45% 32
2018
Q1
$6.12M Sell
18,106
-334
-2% -$113K 0.52% 27
2017
Q4
$5.92M Buy
18,440
+413
+2% +$133K 0.49% 30
2017
Q3
$5.59M Buy
18,027
+118
+0.7% +$36.6K 0.48% 29
2017
Q2
$4.97M Sell
17,909
-373
-2% -$104K 0.44% 30
2017
Q1
$4.89M Buy
18,282
+1,166
+7% +$312K 0.44% 29
2016
Q4
$4.28M Buy
17,116
+259
+2% +$64.7K 0.4% 34
2016
Q3
$4.04M Buy
16,857
+1,471
+10% +$353K 0.39% 34
2016
Q2
$3.82M Sell
15,386
-1,942
-11% -$482K 0.38% 32
2016
Q1
$3.84M Buy
17,328
+712
+4% +$158K 0.42% 33
2015
Q4
$3.61M Buy
16,616
+106
+0.6% +$23K 0.41% 34
2015
Q3
$3.42M Sell
16,510
-70
-0.4% -$14.5K 0.4% 35
2015
Q2
$3.08M Sell
16,580
-139
-0.8% -$25.8K 0.34% 49
2015
Q1
$3.39M Buy
16,719
+451
+3% +$91.5K 0.36% 40
2014
Q4
$3.13M Sell
16,268
-442
-3% -$85.1K 0.35% 47
2014
Q3
$3.05M Buy
16,710
+544
+3% +$99.4K 0.34% 44
2014
Q2
$2.6M Buy
16,166
+369
+2% +$59.3K 0.27% 55
2014
Q1
$2.58M Buy
15,797
+1,300
+9% +$212K 0.28% 50
2013
Q4
$2.16M Buy
14,497
+291
+2% +$43.3K 0.26% 52
2013
Q3
$1.81M Buy
14,206
+889
+7% +$113K 0.24% 54
2013
Q2
$1.44M Buy
+13,317
New +$1.44M 0.2% 63