Oak Asset 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 | $897K | Buy |
1,937
+20
| +1% | +$9.26K | 0.32% | 62 |
|
|
2025
Q1 | $856K | Buy |
1,917
+100
| +6% | +$44.7K | 0.31% | 65 |
|
|
2024
Q4 | $883K | Hold |
1,817
| – | – | 0.33% | 64 |
|
|
2024
Q3 | $1.06M | Hold |
1,817
| – | – | 0.38% | 55 |
|
|
2024
Q2 | $849K | Buy |
1,817
+5
| +0.3% | +$2.34K | 0.31% | 61 |
|
|
2024
Q1 | $824K | Buy |
+1,812
| New | +$824K | 0.31% | 60 |
|
|
2023
Q1 | – | Sell |
-428
| Closed | -$208K | – | 98 |
|
|
2022
Q4 | $208K | Buy |
+428
| New | +$208K | 0.09% | 95 |
|
|
2020
Q1 | – | Sell |
-578
| Closed | -$225K | – | 91 |
|
|
2019
Q4 | $225K | Hold |
578
| – | – | 0.13% | 91 |
|
|
2019
Q3 | $225K | Hold |
578
| – | – | 0.14% | 91 |
|
|
2019
Q2 | $207K | Buy |
+578
| New | +$207K | 0.13% | 93 |
|