Sheets Smith Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $450K | Buy |
883
+1
| +0.1% | +$541 | 0.05% | 307 |
|
|
2026
Q1 | $533K | Buy |
882
+9
| +1% | +$5.54K | 0.06% | 276 |
|
|
2025
Q4 | $422K | Buy |
873
+19
| +2% | +$9.09K | 0.05% | 299 |
|
|
2025
Q3 | $426K | Hold |
854
| – | – | 0.05% | 301 |
|
|
2025
Q2 | $395K | Hold |
854
| – | – | 0.05% | 311 |
|
|
2025
Q1 | $381K | Buy |
854
+1
| +0.1% | +$460 | 0.05% | 280 |
|
|
2024
Q4 | $415K | Buy |
853
+20
| +2% | +$10.9K | 0.05% | 287 |
|
|
2024
Q3 | $487K | Sell |
833
-20
| -2% | -$10.7K | 0.06% | 258 |
|
|
2024
Q2 | $398K | Sell |
853
-12
| -1% | -$5.55K | 0.05% | 276 |
|
|
2024
Q1 | $393K | Buy |
865
+1
| +0.1% | +$438 | 0.04% | 292 |
|
|
2023
Q4 | $392K | Buy |
864
+20
| +2% | +$8.86K | 0.06% | 258 |
|
|
2023
Q3 | $345K | Sell |
844
-1
| -0.1% | -$444 | 0.05% | 255 |
|
|
2023
Q2 | $389K | Buy |
845
+1
| +0.1% | +$464 | 0.06% | 239 |
|
|
2023
Q1 | $399K | Buy |
844
+7
| +0.8% | +$3.28K | 0.06% | 227 |
|
|
2022
Q4 | $407K | Hold |
837
| – | – | 0.06% | 220 |
|
|
2022
Q3 | $323K | Buy |
837
+2
| +0.2% | +$835 | 0.05% | 236 |
|
|
2022
Q2 | $359K | Buy |
835
+3
| +0.4% | +$1.32K | 0.06% | 226 |
|
|
2022
Q1 | $367K | Hold |
832
| – | – | 0.05% | 250 |
|
|
2021
Q4 | $296K | Buy |
832
+1
| +0.1% | +$346 | 0.04% | 309 |
|
|
2021
Q3 | $287K | Sell |
831
-31
| -4% | -$11.2K | 0.04% | 307 |
|
|
2021
Q2 | $326K | Buy |
862
+1
| +0.1% | +$384 | 0.04% | 290 |
|
|
2021
Q1 | $318K | Buy |
861
+51
| +6% | +$17.5K | 0.05% | 266 |
|
|
2020
Q4 | $287K | Buy |
810
+86
| +12% | +$31.6K | 0.04% | 281 |
|
|
2020
Q3 | $278K | Buy |
724
+33
| +5% | +$12.6K | 0.05% | 244 |
|
|
2020
Q2 | $252K | Sell |
691
-24
| -3% | -$9.06K | 0.05% | 216 |
|
|
2020
Q1 | $242K | Buy |
715
+35
| +5% | +$13.8K | 0.05% | 228 |
|
|
2019
Q4 | $265K | Buy |
680
+25
| +4% | +$9.59K | 0.05% | 284 |
|
|
2019
Q3 | $256K | Hold |
655
| – | – | 0.05% | 267 |
|
|
2019
Q2 | $238K | Buy |
+655
| New | +$219K | 0.05% | 292 |
|
Other funds holding LMT
CIM
WCM
SI
AP
CNB
PDM
ORIO
P
MAA