MWM
Moran Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7M | Sell |
81,375
-1,216
| -1% | -$563K | 1.16% | 11 |
|
|
2025
Q1 | $36.9M | Sell |
82,591
-22,535
| -21% | -$10.1M | 1.24% | 9 |
|
|
2024
Q4 | $51.1M | Sell |
105,126
-2,790
| -3% | -$1.36M | 1.63% | 6 |
|
|
2024
Q3 | $63.1M | Buy |
107,916
+1,334
| +1% | +$780K | 1.94% | 2 |
|
|
2024
Q2 | $49.8M | Buy |
106,582
+33,454
| +46% | +$15.6M | 1.64% | 4 |
|
|
2024
Q1 | $33.3M | Sell |
73,128
-480
| -0.7% | -$218K | 1.08% | 14 |
|
|
2023
Q4 | $33.4M | Sell |
73,608
-1,665
| -2% | -$755K | 1.19% | 11 |
|
|
2023
Q3 | $30.8M | Sell |
75,273
-1,109
| -1% | -$454K | 1.19% | 12 |
|
|
2023
Q2 | $35.2M | Sell |
76,382
-2,297
| -3% | -$1.06M | 1.32% | 8 |
|
|
2023
Q1 | $37.2M | Sell |
78,679
-3,706
| -4% | -$1.75M | 1.41% | 6 |
|
|
2022
Q4 | $40.1M | Buy |
+82,385
| New | +$40.1M | 1.52% | 6 |
|