Schrum Private Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
3,248
+25
| +0.8% | +$11.6K | 1.21% | 23 |
|
|
2025
Q1 | $1.44M | Hold |
3,223
| – | – | 1.27% | 21 |
|
|
2024
Q4 | $1.57M | Sell |
3,223
-1,249
| -28% | -$607K | 1.33% | 21 |
|
|
2024
Q3 | $2.61M | Buy |
4,472
+1,135
| +34% | +$663K | 1.35% | 16 |
|
|
2024
Q2 | $1.56M | Sell |
3,337
-25
| -0.7% | -$11.7K | 1.41% | 18 |
|
|
2024
Q1 | $1.53M | Buy |
3,362
+1,230
| +58% | +$560K | 1.39% | 18 |
|
|
2023
Q4 | $966K | Sell |
2,132
-1,376
| -39% | -$624K | 1.37% | 18 |
|
|
2023
Q3 | $1.43M | Buy |
3,508
+1
| +0% | +$409 | 1.64% | 15 |
|
|
2023
Q2 | $1.61M | Hold |
3,507
| – | – | 1.75% | 12 |
|
|
2023
Q1 | $1.66M | Sell |
3,507
-252
| -7% | -$119K | 1.91% | 11 |
|
|
2022
Q4 | $1.83M | Sell |
3,759
-154
| -4% | -$74.9K | 2.17% | 9 |
|
|
2022
Q3 | $1.51M | Sell |
3,913
-1,294
| -25% | -$501K | 1.91% | 9 |
|
|
2022
Q2 | $2.24M | Hold |
5,207
| – | – | 2.53% | 6 |
|
|
2022
Q1 | $2.31M | Sell |
5,207
-36
| -0.7% | -$16K | 2.32% | 6 |
|
|
2021
Q4 | $1.87M | Buy |
+5,243
| New | +$1.87M | 1.7% | 12 |
|