PWAM
Pinnacle West Asset Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Hold |
1,363
| – | – | 0.44% | 63 |
|
|
2025
Q1 | $609K | Buy |
1,363
+8
| +0.6% | +$3.57K | 0.44% | 64 |
|
|
2024
Q4 | $658K | Buy |
1,355
+10
| +0.7% | +$4.86K | 0.47% | 61 |
|
|
2024
Q3 | $786K | Buy |
1,345
+15
| +1% | +$8.77K | 0.56% | 53 |
|
|
2024
Q2 | $621K | Buy |
1,330
+5
| +0.4% | +$2.34K | 0.48% | 60 |
|
|
2024
Q1 | $603K | Buy |
1,325
+10
| +0.8% | +$4.55K | 0.48% | 62 |
|
|
2023
Q4 | $596K | Buy |
1,315
+70
| +6% | +$31.7K | 0.51% | 61 |
|
|
2023
Q3 | $509K | Buy |
1,245
+60
| +5% | +$24.5K | 0.5% | 64 |
|
|
2023
Q2 | $546K | Sell |
1,185
-15
| -1% | -$6.91K | 0.53% | 62 |
|
|
2023
Q1 | $567K | Buy |
+1,200
| New | +$567K | 0.59% | 60 |
|