Lyell Wealth Management’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 | $712K | Sell |
1,538
-1,223
| -44% | -$566K | 0.06% | 135 |
|
|
2025
Q1 | $1.23M | Sell |
2,761
-5,021
| -65% | -$2.24M | 0.12% | 107 |
|
|
2024
Q4 | $3.78M | Sell |
7,782
-1,797
| -19% | -$873K | 0.34% | 74 |
|
|
2024
Q3 | $5.6M | Sell |
9,579
-482
| -5% | -$282K | 0.51% | 61 |
|
|
2024
Q2 | $4.7M | Sell |
10,061
-2,791
| -22% | -$1.3M | 0.45% | 67 |
|
|
2024
Q1 | $5.85M | Sell |
12,852
-687
| -5% | -$312K | 0.59% | 60 |
|
|
2023
Q4 | $6.14M | Sell |
13,539
-946
| -7% | -$429K | 0.7% | 50 |
|
|
2023
Q3 | $5.92M | Sell |
14,485
-559
| -4% | -$229K | 0.8% | 46 |
|
|
2023
Q2 | $6.93M | Buy |
15,044
+506
| +3% | +$233K | 0.89% | 42 |
|
|
2023
Q1 | $6.87M | Buy |
14,538
+1,115
| +8% | +$527K | 0.96% | 39 |
|
|
2022
Q4 | $6.53M | Buy |
13,423
+1,647
| +14% | +$801K | 1.03% | 37 |
|
|
2022
Q3 | $4.55M | Buy |
11,776
+559
| +5% | +$216K | 0.77% | 48 |
|
|
2022
Q2 | $4.82M | Buy |
11,217
+1,118
| +11% | +$481K | 0.79% | 47 |
|
|
2022
Q1 | $4.46M | Buy |
10,099
+9,176
| +994% | +$4.05M | 0.57% | 67 |
|
|
2021
Q4 | $328K | Sell |
923
-47
| -5% | -$16.7K | 0.04% | 161 |
|
|
2021
Q3 | $335K | Hold |
970
| – | – | 0.04% | 151 |
|
|
2021
Q2 | $367K | Buy |
970
+47
| +5% | +$17.8K | 0.05% | 150 |
|
|
2021
Q1 | $341K | Sell |
923
-624
| -40% | -$231K | 0.05% | 145 |
|
|
2020
Q4 | $549K | Sell |
1,547
-2,580
| -63% | -$916K | 0.09% | 106 |
|
|
2020
Q3 | $1.58M | Sell |
4,127
-557
| -12% | -$214K | 0.3% | 71 |
|
|
2020
Q2 | $1.71M | Sell |
4,684
-64
| -1% | -$23.4K | 0.37% | 64 |
|
|
2020
Q1 | $1.61M | Buy |
4,748
+21
| +0.4% | +$7.12K | 0.48% | 61 |
|
|
2019
Q4 | $1.84M | Sell |
4,727
-70
| -1% | -$27.3K | 0.49% | 61 |
|
|
2019
Q3 | $1.87M | Buy |
4,797
+350
| +8% | +$137K | 0.56% | 56 |
|
|
2019
Q2 | $1.62M | Sell |
4,447
-395
| -8% | -$144K | 0.49% | 60 |
|
|
2019
Q1 | $1.45M | Sell |
4,842
-7,918
| -62% | -$2.38M | 0.49% | 61 |
|
|
2018
Q4 | $3.34M | Sell |
12,760
-85
| -0.7% | -$22.3K | 1.4% | 31 |
|
|
2018
Q3 | $4.44M | Buy |
12,845
+64
| +0.5% | +$22.1K | 1.5% | 22 |
|
|
2018
Q2 | $3.78M | Sell |
12,781
-321
| -2% | -$94.8K | 1.38% | 30 |
|
|
2018
Q1 | $4.43M | Buy |
13,102
+260
| +2% | +$87.9K | 1.64% | 21 |
|
|
2017
Q4 | $4.12M | Buy |
12,842
+795
| +7% | +$255K | 1.64% | 22 |
|
|
2017
Q3 | $3.74M | Buy |
12,047
+160
| +1% | +$49.6K | 1.61% | 19 |
|
|
2017
Q2 | $3.3M | Buy |
11,887
+450
| +4% | +$125K | 1.61% | 23 |
|
|
2017
Q1 | $3.06M | Buy |
11,437
+530
| +5% | +$142K | 1.66% | 19 |
|
|
2016
Q4 | $2.73M | Buy |
+10,907
| New | +$2.73M | 1.69% | 18 |
|