McKinley Carter Wealth Services’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 | $3.41M | Buy |
7,363
+681
| +10% | +$315K | 0.19% | 86 |
|
|
2025
Q1 | $2.98M | Buy |
6,682
+30
| +0.5% | +$13.4K | 0.18% | 86 |
|
|
2024
Q4 | $3.23M | Buy |
6,652
+57
| +0.9% | +$27.7K | 0.2% | 82 |
|
|
2024
Q3 | $3.86M | Buy |
6,595
+44
| +0.7% | +$25.7K | 0.23% | 78 |
|
|
2024
Q2 | $3.06M | Buy |
6,551
+124
| +2% | +$57.9K | 0.19% | 90 |
|
|
2024
Q1 | $2.92M | Buy |
6,427
+184
| +3% | +$83.7K | 0.2% | 94 |
|
|
2023
Q4 | $2.83M | Buy |
6,243
+165
| +3% | +$74.8K | 0.21% | 90 |
|
|
2023
Q3 | $2.49M | Sell |
6,078
-168
| -3% | -$68.7K | 0.2% | 90 |
|
|
2023
Q2 | $2.88M | Sell |
6,246
-45
| -0.7% | -$20.7K | 0.22% | 83 |
|
|
2023
Q1 | $2.97M | Buy |
6,291
+24
| +0.4% | +$11.3K | 0.23% | 76 |
|
|
2022
Q4 | $3.05M | Buy |
6,267
+662
| +12% | +$322K | 0.26% | 79 |
|
|
2022
Q3 | $2.17M | Sell |
5,605
-333
| -6% | -$129K | 0.2% | 82 |
|
|
2022
Q2 | $2.55M | Buy |
5,938
+191
| +3% | +$82.1K | 0.23% | 79 |
|
|
2022
Q1 | $2.54M | Buy |
5,747
+164
| +3% | +$72.4K | 0.2% | 84 |
|
|
2021
Q4 | $1.98M | Sell |
5,583
-108
| -2% | -$38.4K | 0.15% | 105 |
|
|
2021
Q3 | $1.96M | Buy |
5,691
+70
| +1% | +$24.2K | 0.16% | 103 |
|
|
2021
Q2 | $2.13M | Buy |
5,621
+64
| +1% | +$24.2K | 0.18% | 97 |
|
|
2021
Q1 | $2.05M | Buy |
5,557
+570
| +11% | +$211K | 0.18% | 105 |
|
|
2020
Q4 | $1.77M | Buy |
4,987
+2,154
| +76% | +$765K | 0.23% | 92 |
|
|
2020
Q3 | $1.09M | Buy |
2,833
+103
| +4% | +$39.5K | 0.24% | 72 |
|
|
2020
Q2 | $996K | Buy |
2,730
+1,510
| +124% | +$551K | 0.24% | 70 |
|
|
2020
Q1 | $413K | Sell |
1,220
-3
| -0.2% | -$1.02K | 0.12% | 100 |
|
|
2019
Q4 | $476K | Buy |
1,223
+3
| +0.2% | +$1.17K | 0.11% | 112 |
|
|
2019
Q3 | $476K | Buy |
1,220
+125
| +11% | +$48.8K | 0.12% | 109 |
|
|
2019
Q2 | $398K | Hold |
1,095
| – | – | 0.11% | 117 |
|
|
2019
Q1 | $329K | Sell |
1,095
-50
| -4% | -$15K | 0.09% | 123 |
|
|
2018
Q4 | $300K | Sell |
1,145
-29
| -2% | -$7.6K | 0.1% | 123 |
|
|
2018
Q3 | $406K | Buy |
1,174
+9
| +0.8% | +$3.11K | 0.12% | 109 |
|
|
2018
Q2 | $344K | Buy |
1,165
+1
| +0.1% | +$295 | 0.11% | 120 |
|
|
2018
Q1 | $394K | Buy |
1,164
+49
| +4% | +$16.6K | 0.13% | 110 |
|
|
2017
Q4 | $358K | Hold |
1,115
| – | – | 0.12% | 113 |
|
|
2017
Q3 | $346K | Buy |
1,115
+1
| +0.1% | +$310 | 0.13% | 111 |
|
|
2017
Q2 | $309K | Sell |
1,114
-190
| -15% | -$52.7K | 0.14% | 101 |
|
|
2017
Q1 | $349K | Buy |
1,304
+41
| +3% | +$11K | 0.16% | 90 |
|
|
2016
Q4 | $316K | Buy |
1,263
+131
| +12% | +$32.8K | 0.16% | 91 |
|
|
2016
Q3 | $271K | Hold |
1,132
| – | – | 0.14% | 98 |
|
|
2016
Q2 | $281K | Hold |
1,132
| – | – | 0.15% | 100 |
|
|
2016
Q1 | $251K | Hold |
1,132
| – | – | 0.14% | 107 |
|
|
2015
Q4 | $246K | Hold |
1,132
| – | – | 0.14% | 97 |
|
|
2015
Q3 | $235K | Sell |
1,132
-62
| -5% | -$12.9K | 0.15% | 96 |
|
|
2015
Q2 | $222K | Buy |
1,194
+183
| +18% | +$34K | 0.12% | 112 |
|
|
2015
Q1 | $205K | Buy |
+1,011
| New | +$205K | 0.13% | 106 |
|