SWM
Segment Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
3,123
+12
| +0.4% | +$5.56K | 0.09% | 133 |
|
|
2025
Q1 | $1.39M | Hold |
3,111
| – | – | 0.09% | 124 |
|
|
2024
Q4 | $1.51M | Hold |
3,111
| – | – | 0.1% | 116 |
|
|
2024
Q3 | $1.82M | Sell |
3,111
-63
| -2% | -$36.8K | 0.13% | 104 |
|
|
2024
Q2 | $1.48M | Sell |
3,174
-163
| -5% | -$76.1K | 0.11% | 119 |
|
|
2024
Q1 | $1.52M | Sell |
3,337
-524
| -14% | -$238K | 0.12% | 116 |
|
|
2023
Q4 | $1.75M | Sell |
3,861
-233
| -6% | -$106K | 0.15% | 97 |
|
|
2023
Q3 | $1.67M | Buy |
4,094
+90
| +2% | +$36.8K | 0.17% | 92 |
|
|
2023
Q2 | $1.84M | Hold |
4,004
| – | – | 0.19% | 88 |
|
|
2023
Q1 | $1.89M | Hold |
4,004
| – | – | 0.21% | 82 |
|
|
2022
Q4 | $1.95M | Hold |
4,004
| – | – | 0.23% | 83 |
|
|
2022
Q3 | $1.55M | Sell |
4,004
-29
| -0.7% | -$11.2K | 0.19% | 84 |
|
|
2022
Q2 | $1.73M | Sell |
4,033
-249
| -6% | -$107K | 0.22% | 78 |
|
|
2022
Q1 | $1.89M | Buy |
4,282
+12
| +0.3% | +$5.3K | 0.19% | 92 |
|
|
2021
Q4 | $1.52M | Sell |
4,270
-96
| -2% | -$34.1K | 0.16% | 101 |
|
|
2021
Q3 | $1.51M | Buy |
4,366
+300
| +7% | +$104K | 0.18% | 98 |
|
|
2021
Q2 | $1.54M | Buy |
4,066
+7
| +0.2% | +$2.65K | 0.18% | 97 |
|
|
2021
Q1 | $1.5M | Buy |
4,059
+411
| +11% | +$152K | 0.2% | 94 |
|
|
2020
Q4 | $1.3M | Buy |
3,648
+100
| +3% | +$35.5K | 0.19% | 95 |
|
|
2020
Q3 | $1.36M | Hold |
3,548
| – | – | 0.22% | 85 |
|
|
2020
Q2 | $1.3M | Hold |
3,548
| – | – | 0.24% | 88 |
|
|
2020
Q1 | $1.2M | Sell |
3,548
-783
| -18% | -$265K | 0.27% | 85 |
|
|
2019
Q4 | $1.69M | Buy |
4,331
+739
| +21% | +$288K | 0.28% | 86 |
|
|
2019
Q3 | $1.4M | Buy |
3,592
+35
| +1% | +$13.7K | 0.27% | 83 |
|
|
2019
Q2 | $1.29M | Hold |
3,557
| – | – | 0.26% | 85 |
|
|
2019
Q1 | $1.07M | Sell |
3,557
-20
| -0.6% | -$6.01K | 0.23% | 91 |
|
|
2018
Q4 | $937K | Sell |
3,577
-787
| -18% | -$206K | 0.24% | 87 |
|
|
2018
Q3 | $1.51M | Buy |
4,364
+114
| +3% | +$39.4K | 0.33% | 87 |
|
|
2018
Q2 | $1.26M | Sell |
4,250
-6
| -0.1% | -$1.77K | 0.3% | 92 |
|
|
2018
Q1 | $1.44M | Sell |
4,256
-100
| -2% | -$33.8K | 0.36% | 85 |
|
|
2017
Q4 | $1.4M | Buy |
4,356
+46
| +1% | +$14.8K | 0.34% | 85 |
|
|
2017
Q3 | $1.34M | Buy |
4,310
+2
| +0% | +$621 | 0.35% | 83 |
|
|
2017
Q2 | $1.2M | Buy |
4,308
+795
| +23% | +$221K | 0.33% | 86 |
|
|
2017
Q1 | $940K | Buy |
3,513
+40
| +1% | +$10.7K | 0.31% | 90 |
|
|
2016
Q4 | $868K | Buy |
3,473
+100
| +3% | +$25K | 0.32% | 85 |
|
|
2016
Q3 | $809K | Buy |
3,373
+164
| +5% | +$39.3K | 0.32% | 82 |
|
|
2016
Q2 | $796K | Buy |
3,209
+626
| +24% | +$155K | 0.33% | 73 |
|
|
2016
Q1 | $572K | Hold |
2,583
| – | – | 0.21% | 89 |
|
|
2015
Q4 | $561K | Hold |
2,583
| – | – | 0.21% | 88 |
|
|
2015
Q3 | $535K | Hold |
2,583
| – | – | 0.2% | 92 |
|
|
2015
Q2 | $480K | Sell |
2,583
-50
| -2% | -$9.29K | 0.17% | 93 |
|
|
2015
Q1 | $534K | Buy |
+2,633
| New | +$534K | 0.18% | 97 |
|