OWP
Obermeyer Wealth Partners’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
970
-356
| -27% | -$165K | 0.02% | 169 |
|
|
2025
Q1 | $592K | Sell |
1,326
-39,409
| -97% | -$17.6M | 0.03% | 135 |
|
|
2024
Q4 | $19.8M | Sell |
40,735
-368
| -0.9% | -$179K | 1.03% | 34 |
|
|
2024
Q3 | $24M | Sell |
41,103
-31,897
| -44% | -$18.6M | 1.29% | 31 |
|
|
2024
Q2 | $34.1M | Sell |
73,000
-2,119
| -3% | -$990K | 1.95% | 15 |
|
|
2024
Q1 | $34.2M | Buy |
75,119
+1,284
| +2% | +$584K | 2.01% | 17 |
|
|
2023
Q4 | $33.5M | Sell |
73,835
-2,226
| -3% | -$1.01M | 2.29% | 17 |
|
|
2023
Q3 | $31.1M | Sell |
76,061
-2,128
| -3% | -$870K | 2.31% | 18 |
|
|
2023
Q2 | $36M | Sell |
78,189
-2,981
| -4% | -$1.37M | 2.59% | 17 |
|
|
2023
Q1 | $38.5M | Sell |
81,170
-1,635
| -2% | -$775K | 2.87% | 10 |
|
|
2022
Q4 | $40.3M | Sell |
82,805
-691
| -0.8% | -$336K | 3.05% | 10 |
|
|
2022
Q3 | $32.3M | Sell |
83,496
-2,183
| -3% | -$843K | 2.61% | 15 |
|
|
2022
Q2 | $36.8M | Buy |
85,679
+84,059
| +5,189% | +$36.1M | 2.7% | 15 |
|
|
2022
Q1 | $715K | Buy |
1,620
+53
| +3% | +$23.4K | 0.04% | 100 |
|
|
2021
Q4 | $557K | Buy |
1,567
+192
| +14% | +$68.2K | 0.03% | 119 |
|
|
2021
Q3 | $475K | Hold |
1,375
| – | – | 0.03% | 125 |
|
|
2021
Q2 | $520K | Sell |
1,375
-15
| -1% | -$5.67K | 0.03% | 125 |
|
|
2021
Q1 | $514K | Buy |
1,390
+14
| +1% | +$5.18K | 0.03% | 124 |
|
|
2020
Q4 | $488K | Sell |
1,376
-114
| -8% | -$40.4K | 0.03% | 92 |
|
|
2020
Q3 | $571K | Buy |
1,490
+636
| +74% | +$244K | 0.04% | 78 |
|
|
2020
Q2 | $312K | Buy |
+854
| New | +$312K | 0.03% | 103 |
|
|
2017
Q1 | – | Sell |
-2,379
| Closed | -$595K | – | 132 |
|
|
2016
Q4 | $595K | Sell |
2,379
-45
| -2% | -$11.3K | 0.06% | 73 |
|
|
2016
Q3 | $581K | Sell |
2,424
-6
| -0.2% | -$1.44K | 0.06% | 73 |
|
|
2016
Q2 | $603K | Sell |
2,430
-40
| -2% | -$9.93K | 0.06% | 68 |
|
|
2016
Q1 | $547K | Hold |
2,470
| – | – | 0.05% | 69 |
|
|
2015
Q4 | $536K | Hold |
2,470
| – | – | 0.05% | 70 |
|
|
2015
Q3 | $512K | Sell |
2,470
-100
| -4% | -$20.7K | 0.05% | 72 |
|
|
2015
Q2 | $478K | Hold |
2,570
| – | – | 0.04% | 83 |
|
|
2015
Q1 | $522K | Buy |
2,570
+25
| +1% | +$5.08K | 0.04% | 90 |
|
|
2014
Q4 | $490K | Buy |
+2,545
| New | +$490K | 0.04% | 94 |
|
|
2013
Q3 | – | Sell |
-590
| Closed | -$64K | – | 182 |
|
|
2013
Q2 | $64K | Buy |
+590
| New | +$64K | 0.02% | 106 |
|