Shelton Capital 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 | $2.63M | Buy |
5,674
+3,094
| +120% | +$1.43M | 0.06% | 207 |
|
|
2025
Q1 | $1.15M | Sell |
2,580
-40
| -2% | -$17.9K | 0.03% | 262 |
|
|
2024
Q4 | $1.27M | Hold |
2,620
| – | – | 0.03% | 259 |
|
|
2024
Q3 | $1.53M | Sell |
2,620
-14,086
| -84% | -$8.23M | 0.04% | 252 |
|
|
2024
Q2 | $7.8M | Sell |
16,706
-9,000
| -35% | -$4.2M | 0.21% | 109 |
|
|
2024
Q1 | $11.7M | Hold |
25,706
| – | – | 0.33% | 73 |
|
|
2023
Q4 | $11.7M | Buy |
25,706
+1,007
| +4% | +$456K | 0.37% | 63 |
|
|
2023
Q3 | $10.1M | Sell |
24,699
-1,100
| -4% | -$450K | 0.37% | 58 |
|
|
2023
Q2 | $11.9M | Buy |
25,799
+6,285
| +32% | +$2.89M | 0.43% | 45 |
|
|
2023
Q1 | $9.22M | Buy |
19,514
+11,514
| +144% | +$5.44M | 0.38% | 67 |
|
|
2022
Q4 | $3.89M | Buy |
8,000
+2,091
| +35% | +$1.02M | 0.41% | 65 |
|
|
2022
Q3 | $2.28M | Sell |
5,909
-2,578
| -30% | -$996K | 0.11% | 183 |
|
|
2022
Q2 | $3.65M | Buy |
8,487
+500
| +6% | +$215K | 0.16% | 140 |
|
|
2022
Q1 | $3.53M | Sell |
7,987
-1,447
| -15% | -$639K | 0.13% | 166 |
|
|
2021
Q4 | $3.35M | Buy |
9,434
+61
| +0.7% | +$21.7K | 0.12% | 179 |
|
|
2021
Q3 | $3.24M | Sell |
9,373
-51
| -0.5% | -$17.6K | 0.13% | 177 |
|
|
2021
Q2 | $3.57M | Sell |
9,424
-9,424
| -50% | -$3.57M | 0.13% | 167 |
|
|
2021
Q1 | $6.96M | Buy |
18,848
+10,824
| +135% | +$4M | 0.24% | 92 |
|
|
2020
Q4 | $2.85M | Sell |
8,024
-1,557
| -16% | -$553K | 0.13% | 159 |
|
|
2020
Q3 | $3.67M | Buy |
9,581
+6,774
| +241% | +$2.6M | 0.15% | 148 |
|
|
2020
Q2 | $1.02M | Sell |
2,807
-48
| -2% | -$17.5K | 0.06% | 239 |
|
|
2020
Q1 | $968K | Buy |
2,855
+600
| +27% | +$203K | 0.07% | 217 |
|
|
2019
Q4 | $878K | Sell |
2,255
-226
| -9% | -$88K | 0.05% | 245 |
|
|
2019
Q3 | $968K | Hold |
2,481
| – | – | 0.06% | 226 |
|
|
2019
Q2 | $902K | Buy |
2,481
+1,736
| +233% | +$631K | 0.05% | 243 |
|
|
2019
Q1 | $2.48K | Sell |
745
-1,836
| -71% | -$6.11K | 0.01% | 768 |
|
|
2018
Q4 | $676K | Hold |
2,581
| – | – | 0.05% | 257 |
|
|
2018
Q3 | $893K | Buy |
2,581
+389
| +18% | +$135K | 0.05% | 246 |
|
|
2018
Q2 | $648K | Buy |
2,192
+111
| +5% | +$32.8K | 0.04% | 288 |
|
|
2018
Q1 | $703K | Hold |
2,081
| – | – | 0.05% | 279 |
|
|
2017
Q4 | $668K | Buy |
2,081
+100
| +5% | +$32.1K | 0.04% | 297 |
|
|
2017
Q3 | $615K | Hold |
1,981
| – | – | 0.04% | 303 |
|
|
2017
Q2 | $550K | Hold |
1,981
| – | – | 0.04% | 340 |
|
|
2017
Q1 | $530K | Hold |
1,981
| – | – | 0.04% | 344 |
|
|
2016
Q4 | $495K | Sell |
1,981
-100
| -5% | -$25K | 0.04% | 361 |
|
|
2016
Q3 | $499K | Buy |
2,081
+100
| +5% | +$24K | 0.04% | 363 |
|
|
2016
Q2 | $492K | Sell |
1,981
-800
| -29% | -$199K | 0.04% | 370 |
|
|
2016
Q1 | $616K | Hold |
2,781
| – | – | 0.06% | 304 |
|
|
2015
Q4 | $604K | Hold |
2,781
| – | – | 0.06% | 292 |
|
|
2015
Q3 | $577K | Buy |
2,781
+122
| +5% | +$25.3K | 0.06% | 297 |
|
|
2015
Q2 | $494K | Hold |
2,659
| – | – | 0.05% | 364 |
|
|
2015
Q1 | $540K | Buy |
2,659
+678
| +34% | +$138K | 0.06% | 353 |
|
|
2014
Q4 | $381K | Hold |
1,981
| – | – | 0.04% | 484 |
|
|
2014
Q3 | $362K | Hold |
1,981
| – | – | 0.05% | 468 |
|
|
2014
Q2 | $318K | Sell |
1,981
-1,000
| -34% | -$161K | 0.04% | 538 |
|
|
2014
Q1 | $487K | Hold |
2,981
| – | – | 0.07% | 333 |
|
|
2013
Q4 | $443K | Hold |
2,981
| – | – | 0.07% | 361 |
|
|
2013
Q3 | $380K | Sell |
2,981
-1,400
| -32% | -$178K | 0.06% | 392 |
|
|
2013
Q2 | $475K | Buy |
+4,381
| New | +$475K | 0.09% | 276 |
|