Orion Portfolio Solutions’s Lockheed Martin LMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$8.12M Buy
18,180
+393
+2% +$176K 0.08% 243
2024
Q4
$8.64M Buy
17,787
+1,833
+11% +$891K 0.09% 218
2024
Q3
$9.33M Sell
15,954
-2,483
-13% -$1.45M 0.09% 213
2024
Q2
$8.61M Buy
18,437
+2,016
+12% +$942K 0.09% 215
2024
Q1
$7.47M Sell
16,421
-876
-5% -$398K 0.08% 248
2023
Q4
$7.93M Sell
17,297
-184
-1% -$84.4K 0.09% 211
2023
Q3
$7.15M Buy
17,481
+125
+0.7% +$51.1K 0.09% 220
2023
Q2
$7.99M Buy
17,356
+2,794
+19% +$1.29M 0.09% 232
2023
Q1
$6.88M Buy
14,562
+10,830
+290% +$5.12M 0.08% 207
2022
Q4
$1.82M Buy
3,732
+721
+24% +$351K 0.06% 205
2022
Q3
$1.16M Buy
3,011
+828
+38% +$320K 0.05% 229
2022
Q2
$939K Buy
2,183
+131
+6% +$56.3K 0.04% 263
2022
Q1
$906K Sell
2,052
-27
-1% -$11.9K 0.03% 281
2021
Q4
$739K Buy
2,079
+225
+12% +$80K 0.02% 335
2021
Q3
$640K Buy
1,854
+588
+46% +$203K 0.02% 338
2021
Q2
$479K Buy
1,266
+37
+3% +$14K 0.02% 376
2021
Q1
$454K Buy
1,229
+87
+8% +$32.1K 0.02% 334
2020
Q4
$405K Sell
1,142
-97
-8% -$34.4K 0.02% 328
2020
Q3
$475K Sell
1,239
-48
-4% -$18.4K 0.02% 278
2020
Q2
$470K Buy
1,287
+246
+24% +$89.8K 0.03% 250
2020
Q1
$353K Sell
1,041
-1,157
-53% -$392K 0.02% 243
2019
Q4
$856K Buy
+2,198
New +$856K 0.07% 149