Morningstar 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 | $1.14M | Buy |
+2,460
| New | +$1.14M | 0.1% | 63 |
|
|
2024
Q3 | – | Sell |
-2,130
| Closed | -$995K | – | 233 |
|
|
2024
Q2 | $995K | Hold |
2,130
| – | – | 0.1% | 82 |
|
|
2024
Q1 | $969K | Hold |
2,130
| – | – | 0.11% | 84 |
|
|
2023
Q4 | $965K | Buy |
2,130
+18
| +0.9% | +$8.16K | 0.11% | 84 |
|
|
2023
Q3 | $864K | Hold |
2,112
| – | – | 0.12% | 65 |
|
|
2023
Q2 | $972K | Buy |
+2,112
| New | +$972K | 0.13% | 63 |
|