Mendel Money 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 | $807K | Sell |
1,742
-5,688
| -77% | -$2.63M | 0.36% | 71 |
|
2025
Q1 | $3.32M | Sell |
7,430
-463
| -6% | -$207K | 1.57% | 19 |
|
2024
Q4 | $3.84M | Buy |
7,893
+44
| +0.6% | +$21.4K | 1.71% | 20 |
|
2024
Q3 | $4.59M | Sell |
7,849
-98
| -1% | -$57.3K | 1.98% | 16 |
|
2024
Q2 | $3.71M | Sell |
7,947
-564
| -7% | -$263K | 1.74% | 19 |
|
2024
Q1 | $3.87M | Sell |
8,511
-214
| -2% | -$97.3K | 1.79% | 19 |
|
2023
Q4 | $3.95M | Buy |
8,725
+54
| +0.6% | +$24.5K | 1.9% | 18 |
|
2023
Q3 | $3.55M | Buy |
8,671
+921
| +12% | +$377K | 1.9% | 19 |
|
2023
Q2 | $3.57M | Buy |
7,750
+62
| +0.8% | +$28.5K | 1.83% | 21 |
|
2023
Q1 | $3.63M | Sell |
7,688
-111
| -1% | -$52.5K | 1.96% | 20 |
|
2022
Q4 | $3.79M | Sell |
7,799
-307
| -4% | -$149K | 2.16% | 16 |
|
2022
Q3 | $3.13M | Buy |
8,106
+2,060
| +34% | +$796K | 1.95% | 21 |
|
2022
Q2 | $2.6M | Buy |
6,046
+4,371
| +261% | +$1.88M | 1.55% | 25 |
|
2022
Q1 | $739K | Buy |
1,675
+465
| +38% | +$205K | 0.36% | 55 |
|
2021
Q4 | $430K | Buy |
1,210
+70
| +6% | +$24.9K | 0.25% | 52 |
|
2021
Q3 | $393K | Sell |
1,140
-90
| -7% | -$31K | 0.25% | 53 |
|
2021
Q2 | $465K | Sell |
1,230
-130
| -10% | -$49.1K | 0.29% | 45 |
|
2021
Q1 | $503K | Sell |
1,360
-105
| -7% | -$38.8K | 0.33% | 44 |
|
2020
Q4 | $520K | Hold |
1,465
| – | – | 0.36% | 41 |
|
2020
Q3 | $562K | Buy |
1,465
+40
| +3% | +$15.3K | 0.44% | 39 |
|
2020
Q2 | $520K | Buy |
+1,425
| New | +$520K | 0.46% | 39 |
|
2019
Q4 | $681K | Sell |
1,750
-30
| -2% | -$11.7K | 0.59% | 34 |
|
2019
Q3 | $694K | Hold |
1,780
| – | – | 0.64% | 32 |
|
2019
Q2 | $647K | Buy |
+1,780
| New | +$647K | 0.62% | 33 |
|
2018
Q3 | $579K | Buy |
+1,675
| New | +$579K | 0.56% | 32 |
|
2017
Q4 | $599K | Buy |
+1,865
| New | +$599K | 0.57% | 33 |
|
2015
Q2 | $579K | Buy |
3,110
+5
| +0.2% | +$931 | 0.54% | 38 |
|
2015
Q1 | $630K | Hold |
3,105
| – | – | 0.59% | 36 |
|
2014
Q4 | $598K | Buy |
3,105
+155
| +5% | +$29.9K | 0.56% | 37 |
|
2014
Q3 | $540K | Buy |
+2,950
| New | +$540K | 0.53% | 38 |
|