Nvest Financial’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
$1.49M Sell
3,223
-398
-11% -$184K 0.78% 38
2025
Q1
$1.62M Buy
3,621
+23
+0.6% +$10.3K 0.87% 35
2024
Q4
$1.75M Buy
3,598
+1,085
+43% +$527K 0.89% 35
2024
Q3
$1.47M Buy
2,513
+105
+4% +$61.4K 0.84% 36
2024
Q2
$1.12M Buy
2,408
+380
+19% +$177K 0.69% 42
2024
Q1
$922K Buy
2,028
+265
+15% +$121K 0.61% 44
2023
Q4
$799K Buy
1,763
+164
+10% +$74.3K 0.63% 40
2023
Q3
$654K Buy
1,599
+3
+0.2% +$1.23K 0.61% 34
2023
Q2
$735K Buy
1,596
+215
+16% +$99K 0.64% 35
2023
Q1
$653K Buy
1,381
+28
+2% +$13.2K 0.68% 36
2022
Q4
$658K Sell
1,353
-76
-5% -$37K 0.82% 33
2022
Q3
$552K Sell
1,429
-37
-3% -$14.3K 0.78% 35
2022
Q2
$630K Buy
1,466
+57
+4% +$24.5K 0.66% 39
2022
Q1
$622K Buy
+1,409
New +$622K 0.51% 45