SIA
Schear Investment Advisers’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
1,488
+342
| +30% | +$158K | 0.34% | 71 |
|
|
2025
Q1 | $512K | Sell |
1,146
-1
| -0.1% | -$447 | 0.29% | 71 |
|
|
2024
Q4 | $557K | Buy |
1,147
+22
| +2% | +$10.7K | 0.3% | 70 |
|
|
2024
Q3 | $658K | Buy |
1,125
+442
| +65% | +$258K | 0.41% | 70 |
|
|
2024
Q2 | $319K | Buy |
683
+91
| +15% | +$42.5K | 0.23% | 76 |
|
|
2024
Q1 | $269K | Buy |
592
+46
| +8% | +$20.9K | 0.22% | 76 |
|
|
2023
Q4 | $247K | Buy |
546
+23
| +4% | +$10.4K | 0.24% | 74 |
|
|
2023
Q3 | $214K | Hold |
523
| – | – | 0.23% | 75 |
|
|
2023
Q2 | $241K | Sell |
523
-2
| -0.4% | -$921 | 0.25% | 78 |
|
|
2023
Q1 | $248K | Hold |
525
| – | – | 0.3% | 80 |
|
|
2022
Q4 | $255K | Buy |
+525
| New | +$255K | 0.32% | 86 |
|