Norris Financial Group’s Lockheed Martin LMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.32M	Buy	3,840 +650	+20%	+$400K	0.76%	44
2025 Q4	$1.54M	Buy	3,190 +1,390	+77%	+$665K	0.52%	53
2025 Q3	$899K	Sell	1,800 -482	-21%	-$219K	0.33%	54
2025 Q2	$1.06M	Buy	2,282 +18	+0.8%	+$8.43K	0.43%	51
2025 Q1	$1.01M	Buy	2,264 +73	+3%	+$33.6K	0.47%	52
2024 Q4	$1.06M	Hold	2,191	–	–	0.5%	48
2024 Q3	$1.28M	Sell	2,191 -296	-12%	-$159K	0.63%	42
2024 Q2	$1.16M	Buy	2,487 +480	+24%	+$222K	0.61%	44
2024 Q1	$913K	Buy	2,007 +270	+16%	+$118K	0.5%	43
2023 Q4	$787K	Sell	1,737 -15	-0.9%	-$6.65K	0.48%	41
2023 Q3	$716K	Sell	1,752 -30	-2%	-$13.3K	0.5%	43
2023 Q2	$820K	Buy	1,782 +29	+2%	+$13.5K	0.57%	41
2023 Q1	$829K	Sell	1,753 -22	-1%	-$10.3K	0.61%	37
2022 Q4	$864K	Sell	1,775 -20	-1%	-$9.29K	0.73%	32
2022 Q3	$693K	Buy	1,795 +31	+2%	+$12.9K	0.63%	35
2022 Q2	$758K	Buy	+1,764	New	+$775K	0.61%	34