RBA
Richard Bernstein Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Sell |
6,676
-3
| -0% | -$1.39K | 0.08% | 135 |
|
|
2025
Q1 | $2.98M | Sell |
6,679
-327
| -5% | -$146K | 0.07% | 151 |
|
|
2024
Q4 | $3.4M | Hold |
7,006
| – | – | 0.08% | 144 |
|
|
2024
Q3 | $4.1M | Sell |
7,006
-601
| -8% | -$351K | 0.09% | 109 |
|
|
2024
Q2 | $3.55M | Hold |
7,607
| – | – | 0.08% | 114 |
|
|
2024
Q1 | $3.46M | Hold |
7,607
| – | – | 0.07% | 122 |
|
|
2023
Q4 | $3.45M | Sell |
7,607
-1,932
| -20% | -$876K | 0.08% | 99 |
|
|
2023
Q3 | $3.9M | Hold |
9,539
| – | – | 0.09% | 76 |
|
|
2023
Q2 | $4.39M | Sell |
9,539
-1,301
| -12% | -$599K | 0.09% | 63 |
|
|
2023
Q1 | $5.12M | Hold |
10,840
| – | – | 0.11% | 63 |
|
|
2022
Q4 | $5.27M | Hold |
10,840
| – | – | 0.12% | 65 |
|
|
2022
Q3 | $4.19M | Hold |
10,840
| – | – | 0.1% | 88 |
|
|
2022
Q2 | $4.66M | Buy |
10,840
+1,225
| +13% | +$527K | 0.1% | 90 |
|
|
2022
Q1 | $4.24M | Buy |
9,615
+2,409
| +33% | +$1.06M | 0.08% | 124 |
|
|
2021
Q4 | $2.56M | Buy |
+7,206
| New | +$2.56M | 0.05% | 186 |
|
|
2019
Q2 | – | Sell |
-21,385
| Closed | -$6.42M | – | 257 |
|
|
2019
Q1 | $6.42M | Sell |
21,385
-1,888
| -8% | -$567K | 0.21% | 70 |
|
|
2018
Q4 | $6.09M | Hold |
23,273
| – | – | 0.22% | 71 |
|
|
2018
Q3 | $8.05M | Buy |
23,273
+3,714
| +19% | +$1.28M | 0.23% | 69 |
|
|
2018
Q2 | $5.78M | Buy |
19,559
+1,641
| +9% | +$485K | 0.19% | 83 |
|
|
2018
Q1 | $6.06M | Buy |
17,918
+16,516
| +1,178% | +$5.58M | 0.21% | 81 |
|
|
2017
Q4 | $450K | Buy |
+1,402
| New | +$450K | 0.02% | 211 |
|