SMA
Sage Mountain Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
1,734
+583
| +51% | +$270K | 0.05% | 172 |
|
|
2025
Q1 | $514K | Sell |
1,151
-332
| -22% | -$148K | 0.04% | 218 |
|
|
2024
Q4 | $720K | Buy |
1,483
+17
| +1% | +$8.26K | 0.05% | 160 |
|
|
2024
Q3 | $857K | Buy |
1,466
+263
| +22% | +$154K | 0.07% | 128 |
|
|
2024
Q2 | $562K | Buy |
1,203
+125
| +12% | +$58.4K | 0.05% | 162 |
|
|
2024
Q1 | $490K | Sell |
1,078
-83
| -7% | -$37.8K | 0.05% | 164 |
|
|
2023
Q4 | $526K | Buy |
1,161
+144
| +14% | +$65.3K | 0.06% | 124 |
|
|
2023
Q3 | $416K | Buy |
1,017
+38
| +4% | +$15.5K | 0.06% | 138 |
|
|
2023
Q2 | $451K | Buy |
979
+9
| +0.9% | +$4.14K | 0.06% | 122 |
|
|
2023
Q1 | $459K | Buy |
+970
| New | +$459K | 0.07% | 110 |
|