Marcum Wealth’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
$748K Sell
2024
Q4
$914K Buy
2024
Q3
$1.08M Buy
2024
Q2
$844K Sell
2024
Q1
$921K Buy
2023
Q4
$889K Sell
2023
Q3
$926K Sell
2023
Q2
$1.09M Sell
2023
Q1
$1.17M Sell
2022
Q4
$1.32M Sell
2022
Q3
$1.14M Buy
2022
Q2
$1.16M Buy
2022
Q1
$977K Sell
2021
Q4
$879K Buy
2021
Q3
$810K Sell
2021
Q2
$1.14M Buy
2021
Q1
$1.09M Buy
2020
Q4
$592K Buy
2020
Q3
$463K Sell
2020
Q2
$466K Buy
2020
Q1
$424K Hold
2019
Q4
$487K Buy