Portfolio Strategies’s Lockheed Martin LMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$424K	Hold	701	–	–	0.05%	45
2025 Q4	$339K	Sell	701 -1	-0.1%	-$479	0.04%	49
2025 Q3	$350K	Sell	702 -13	-2%	-$5.9K	0.04%	50
2025 Q2	$331K	Hold	715	–	–	0.04%	36
2025 Q1	$319K	Sell	715 -17	-2%	-$7.83K	0.05%	35
2024 Q4	$356K	Hold	732	–	–	0.05%	34
2024 Q3	$428K	Buy	732 +6	+0.8%	+$3.22K	0.06%	30
2024 Q2	$339K	Sell	726 -2	-0.3%	-$924	0.05%	29
2024 Q1	$331K	Buy	728 +11	+2%	+$4.82K	0.02%	105
2023 Q4	$325K	Sell	717 -3	-0.4%	-$1.33K	0.05%	31
2023 Q3	$294K	Hold	720	–	–	0.06%	38
2023 Q2	$331K	Hold	720	–	–	0.06%	35
2023 Q1	$340K	Buy	720 +15	+2%	+$7.03K	0.07%	44
2022 Q4	$343K	Hold	705	–	–	0.08%	38
2022 Q3	$272K	Sell	705 -7	-1%	-$2.92K	0.07%	48
2022 Q2	$306K	Hold	712	–	–	0.07%	43
2022 Q1	$314K	Hold	712	–	–	0.06%	42
2021 Q4	$253K	Hold	712	–	–	0.05%	46
2021 Q3	$246K	Hold	712	–	–	0.05%	47
2021 Q2	$269K	Hold	712	–	–	0.05%	48
2021 Q1	$263K	Hold	712	–	–	0.06%	57
2020 Q4	$253K	Hold	712	–	–	0.05%	47
2020 Q3	$273K	Buy	712 +19	+3%	+$7.25K	0.08%	44
2020 Q2	$253K	Hold	693	–	–	0.09%	42
2020 Q1	$235K	Hold	693	–	–	0.14%	36
2019 Q4	$270K	Buy	693 +14	+2%	+$5.37K	0.12%	50
2019 Q3	$265K	Hold	679	–	–	0.14%	49
2019 Q2	$246K	Buy	679 +7	+1%	+$2.34K	0.16%	48
2019 Q1	$202K	Sell	672 -122	-15%	-$35.8K	0.16%	57
2018 Q4	$208K	Buy	794 +22	+3%	+$6.67K	0.18%	43
2018 Q3	$267K	Hold	772	–	–	0.16%	44
2018 Q2	$228K	Hold	772	–	–	0.15%	44
2018 Q1	$261K	Hold	772	–	–	0.2%	42
2017 Q4	$248K	Buy	+772	New	+$243K	0.17%	46