Morningstar Investment Services’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,368
| Closed | -$14.2M | – | 285 |
|
|
2024
Q3 | $14.2M | Sell |
24,368
-16,694
| -41% | -$9.72M | 0.14% | 115 |
|
|
2024
Q2 | $19.2M | Sell |
41,062
-30,222
| -42% | -$14.1M | 0.21% | 101 |
|
|
2024
Q1 | $32.6M | Sell |
71,284
-76,527
| -52% | -$35M | 0.36% | 78 |
|
|
2023
Q4 | $66.7M | Buy |
147,811
+73,774
| +100% | +$33.3M | 0.38% | 74 |
|
|
2023
Q3 | $30.4M | Sell |
74,037
-1,484
| -2% | -$610K | 0.39% | 72 |
|
|
2023
Q2 | $34.4M | Sell |
75,521
-27,747
| -27% | -$12.6M | 0.44% | 65 |
|
|
2023
Q1 | $48.9M | Sell |
103,268
-45,190
| -30% | -$21.4M | 0.66% | 44 |
|
|
2022
Q4 | $70.8M | Sell |
148,458
-46,409
| -24% | -$22.1M | 0.96% | 26 |
|
|
2022
Q3 | $91.9M | Sell |
194,867
-1,160
| -0.6% | -$547K | 1.3% | 18 |
|
|
2022
Q2 | $82.2M | Buy |
196,027
+9,228
| +5% | +$3.87M | 1.1% | 26 |
|
|
2022
Q1 | $82.8M | Buy |
186,799
+5,604
| +3% | +$2.49M | 0.92% | 31 |
|
|
2021
Q4 | $64.4M | Buy |
181,195
+5,451
| +3% | +$1.94M | 0.72% | 37 |
|
|
2021
Q3 | $61.6M | Buy |
175,744
+1,572
| +0.9% | +$551K | 0.73% | 38 |
|
|
2021
Q2 | $65M | Sell |
174,172
-8,414
| -5% | -$3.14M | 0.78% | 38 |
|
|
2021
Q1 | $67.7M | Buy |
182,586
+99,198
| +119% | +$36.8M | 0.88% | 31 |
|
|
2020
Q4 | $29.6M | Buy |
+83,388
| New | +$29.6M | 0.41% | 66 |
|
|
2019
Q1 | – | Sell |
-941
| Closed | -$246K | – | 214 |
|
|
2018
Q4 | $246K | Buy |
+941
| New | +$246K | ﹤0.01% | 194 |
|