Marshall Investment 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
Sell
-1,006
Closed -$450K 134
2025
Q1
$450K Sell
1,006
-127
-11% -$56.8K 0.28% 52
2024
Q4
$663K Buy
+1,133
New +$663K 0.39% 49