McElhenny Sheffield Capital 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 | $737K | Hold |
1,592
| – | – | 0.2% | 30 |
|
|
2025
Q1 | $711K | Sell |
1,592
-8
| -0.5% | -$3.57K | 0.27% | 26 |
|
|
2024
Q4 | $777K | Buy |
1,600
+12
| +0.8% | +$5.83K | 0.26% | 22 |
|
|
2024
Q3 | $928K | Buy |
1,588
+1
| +0.1% | +$585 | 0.3% | 22 |
|
|
2024
Q2 | $741K | Hold |
1,587
| – | – | 0.26% | 28 |
|
|
2024
Q1 | $722K | Hold |
1,587
| – | – | 0.26% | 30 |
|
|
2023
Q4 | $719K | Buy |
1,587
+1
| +0.1% | +$453 | 0.29% | 28 |
|
|
2023
Q3 | $651K | Hold |
1,586
| – | – | 0.33% | 29 |
|
|
2023
Q2 | $731K | Sell |
1,586
-9
| -0.6% | -$4.15K | 0.31% | 34 |
|
|
2023
Q1 | $755K | Sell |
1,595
-138
| -8% | -$65.3K | 0.4% | 44 |
|
|
2022
Q4 | $749K | Buy |
1,733
+228
| +15% | +$98.5K | 0.35% | 43 |
|
|
2022
Q3 | $581K | Hold |
1,505
| – | – | 0.44% | 43 |
|
|
2022
Q2 | $647K | Hold |
1,505
| – | – | 0.3% | 48 |
|
|
2022
Q1 | $664K | Hold |
1,505
| – | – | 0.23% | 60 |
|
|
2021
Q4 | $535K | Sell |
1,505
-3
| -0.2% | -$1.07K | 0.2% | 68 |
|
|
2021
Q3 | $520K | Buy |
+1,508
| New | +$520K | 0.24% | 67 |
|