RWM
Ritholtz Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
8,833
+1,444
| +20% | +$669K | 0.09% | 138 |
|
|
2025
Q1 | $3.3M | Sell |
7,389
-211
| -3% | -$94.3K | 0.1% | 148 |
|
|
2024
Q4 | $3.69M | Buy |
7,600
+873
| +13% | +$424K | 0.11% | 114 |
|
|
2024
Q3 | $3.93M | Buy |
6,727
+957
| +17% | +$559K | 0.12% | 110 |
|
|
2024
Q2 | $2.7M | Buy |
5,770
+767
| +15% | +$358K | 0.09% | 153 |
|
|
2024
Q1 | $2.28M | Sell |
5,003
-2,751
| -35% | -$1.25M | 0.08% | 175 |
|
|
2023
Q4 | $3.51M | Buy |
7,754
+3,694
| +91% | +$1.67M | 0.14% | 92 |
|
|
2023
Q3 | $1.66M | Sell |
4,060
-6,619
| -62% | -$2.71M | 0.07% | 175 |
|
|
2023
Q2 | $4.92M | Sell |
10,679
-4,715
| -31% | -$2.17M | 0.22% | 60 |
|
|
2023
Q1 | $7.28M | Buy |
15,394
+7,404
| +93% | +$3.5M | 0.36% | 37 |
|
|
2022
Q4 | $3.89M | Sell |
7,990
-6,366
| -44% | -$3.1M | 0.22% | 68 |
|
|
2022
Q3 | $5.55M | Buy |
14,356
+11,255
| +363% | +$4.35M | 0.29% | 39 |
|
|
2022
Q2 | $1.33M | Buy |
3,101
+1,359
| +78% | +$584K | 0.08% | 147 |
|
|
2022
Q1 | $769K | Buy |
1,742
+614
| +54% | +$271K | 0.05% | 234 |
|
|
2021
Q4 | $401K | Buy |
1,128
+73
| +7% | +$26K | 0.02% | 347 |
|
|
2021
Q3 | $364K | Sell |
1,055
-107
| -9% | -$36.9K | 0.03% | 335 |
|
|
2021
Q2 | $440K | Buy |
1,162
+165
| +17% | +$62.5K | 0.03% | 283 |
|
|
2021
Q1 | $368K | Buy |
997
+194
| +24% | +$71.6K | 0.03% | 266 |
|
|
2020
Q4 | $285K | Sell |
803
-140
| -15% | -$49.7K | 0.03% | 268 |
|
|
2020
Q3 | $361K | Buy |
943
+63
| +7% | +$24.1K | 0.04% | 179 |
|
|
2020
Q2 | $321K | Buy |
880
+115
| +15% | +$41.9K | 0.04% | 166 |
|
|
2020
Q1 | $259K | Sell |
765
-74
| -9% | -$25.1K | 0.04% | 122 |
|
|
2019
Q4 | $327K | Buy |
839
+102
| +14% | +$39.8K | 0.05% | 109 |
|
|
2019
Q3 | $287K | Sell |
737
-418
| -36% | -$163K | 0.05% | 107 |
|
|
2019
Q2 | $420K | Buy |
1,155
+102
| +10% | +$37.1K | 0.07% | 77 |
|
|
2019
Q1 | $316K | Buy |
+1,053
| New | +$316K | 0.06% | 96 |
|
|
2018
Q4 | – | Sell |
-791
| Closed | -$274K | – | 128 |
|
|
2018
Q3 | $274K | Buy |
791
+26
| +3% | +$9.01K | 0.07% | 95 |
|
|
2018
Q2 | $226K | Buy |
765
+139
| +22% | +$41.1K | 0.06% | 106 |
|
|
2018
Q1 | $212K | Sell |
626
-98
| -14% | -$33.2K | 0.06% | 107 |
|
|
2017
Q4 | $232K | Buy |
724
+65
| +10% | +$20.8K | 0.07% | 102 |
|
|
2017
Q3 | $204K | Buy |
+659
| New | +$204K | 0.08% | 76 |
|