Sheets Smith 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
$395K Hold
854
0.05% 311
2025
Q1
$381K Buy
854
+1
+0.1% +$446 0.05% 280
2024
Q4
$415K Buy
853
+20
+2% +$9.72K 0.05% 287
2024
Q3
$487K Sell
833
-20
-2% -$11.7K 0.06% 258
2024
Q2
$398K Sell
853
-12
-1% -$5.6K 0.05% 276
2024
Q1
$393K Buy
865
+1
+0.1% +$455 0.04% 292
2023
Q4
$392K Buy
864
+20
+2% +$9.07K 0.06% 258
2023
Q3
$345K Sell
844
-1
-0.1% -$409 0.05% 255
2023
Q2
$389K Buy
845
+1
+0.1% +$460 0.06% 239
2023
Q1
$399K Buy
844
+7
+0.8% +$3.31K 0.06% 227
2022
Q4
$407K Hold
837
0.06% 220
2022
Q3
$323K Buy
837
+2
+0.2% +$772 0.05% 236
2022
Q2
$359K Buy
835
+3
+0.4% +$1.29K 0.06% 226
2022
Q1
$367K Hold
832
0.05% 250
2021
Q4
$296K Buy
832
+1
+0.1% +$356 0.04% 309
2021
Q3
$287K Sell
831
-31
-4% -$10.7K 0.04% 307
2021
Q2
$326K Buy
862
+1
+0.1% +$378 0.04% 290
2021
Q1
$318K Buy
861
+51
+6% +$18.8K 0.05% 266
2020
Q4
$287K Buy
810
+86
+12% +$30.5K 0.04% 281
2020
Q3
$278K Buy
724
+33
+5% +$12.7K 0.05% 244
2020
Q2
$252K Sell
691
-24
-3% -$8.75K 0.05% 216
2020
Q1
$242K Buy
715
+35
+5% +$11.8K 0.05% 228
2019
Q4
$265K Buy
680
+25
+4% +$9.74K 0.05% 284
2019
Q3
$256K Hold
655
0.05% 267
2019
Q2
$238K Buy
+655
New +$238K 0.05% 292