SIAP
Sterling Investment Advisors (Pennsylvania)’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Buy |
14,682
+1,378
| +10% | +$638K | 1.49% | 21 |
|
|
2025
Q1 | $5.94M | Buy |
13,304
+78
| +0.6% | +$34.8K | 1.43% | 20 |
|
|
2024
Q4 | $6.43M | Buy |
13,226
+1,489
| +13% | +$724K | 1.56% | 19 |
|
|
2024
Q3 | $6.86M | Sell |
11,737
-320
| -3% | -$187K | 1.74% | 16 |
|
|
2024
Q2 | $5.63M | Buy |
12,057
+524
| +5% | +$245K | 1.52% | 18 |
|
|
2024
Q1 | $5.25M | Buy |
11,533
+716
| +7% | +$326K | 1.47% | 20 |
|
|
2023
Q4 | $4.9M | Buy |
10,817
+850
| +9% | +$385K | 1.53% | 18 |
|
|
2023
Q3 | $4.08M | Buy |
9,967
+802
| +9% | +$328K | 1.42% | 18 |
|
|
2023
Q2 | $4.22M | Buy |
9,165
+27
| +0.3% | +$12.4K | 1.4% | 18 |
|
|
2023
Q1 | $4.32M | Sell |
9,138
-607
| -6% | -$287K | 1.46% | 18 |
|
|
2022
Q4 | $4.74M | Sell |
9,745
-721
| -7% | -$351K | 1.7% | 13 |
|
|
2022
Q3 | $4.04M | Buy |
10,466
+1,536
| +17% | +$593K | 1.51% | 18 |
|
|
2022
Q2 | $3.84M | Buy |
8,930
+527
| +6% | +$227K | 1.32% | 21 |
|
|
2022
Q1 | $3.71M | Buy |
8,403
+166
| +2% | +$73.3K | 1.05% | 23 |
|
|
2021
Q4 | $2.93M | Buy |
8,237
+1,717
| +26% | +$610K | 0.82% | 38 |
|
|
2021
Q3 | $2.25M | Buy |
6,520
+5,547
| +570% | +$1.91M | 0.67% | 50 |
|
|
2021
Q2 | $368K | Buy |
973
+32
| +3% | +$12.1K | 0.11% | 125 |
|
|
2021
Q1 | $348K | Sell |
941
-49
| -5% | -$18.1K | 0.11% | 118 |
|
|
2020
Q4 | $352K | Buy |
990
+1
| +0.1% | +$356 | 0.12% | 108 |
|
|
2020
Q3 | $379K | Buy |
989
+1
| +0.1% | +$383 | 0.15% | 101 |
|
|
2020
Q2 | $360K | Buy |
988
+301
| +44% | +$110K | 0.15% | 102 |
|
|
2020
Q1 | $232K | Sell |
687
-24
| -3% | -$8.11K | 0.12% | 104 |
|
|
2019
Q4 | $276K | Sell |
711
-24
| -3% | -$9.32K | 0.13% | 101 |
|
|
2019
Q3 | $287K | Sell |
735
-156
| -18% | -$60.9K | 0.15% | 88 |
|
|
2019
Q2 | $324K | Sell |
891
-48
| -5% | -$17.5K | 0.17% | 89 |
|
|
2019
Q1 | $282K | Hold |
939
| – | – | 0.14% | 101 |
|
|
2018
Q4 | $245K | Buy |
939
+3
| +0.3% | +$783 | 0.14% | 100 |
|
|
2018
Q3 | $324K | Buy |
936
+272
| +41% | +$94.2K | 0.17% | 93 |
|
|
2018
Q2 | $196K | Hold |
664
| – | – | 0.12% | 110 |
|
|
2018
Q1 | $224K | Buy |
664
+8
| +1% | +$2.7K | 0.14% | 103 |
|
|
2017
Q4 | $211K | Hold |
656
| – | – | 0.13% | 100 |
|
|
2017
Q3 | $204K | Buy |
656
+69
| +12% | +$21.5K | 0.14% | 103 |
|
|
2017
Q2 | $163K | Buy |
587
+363
| +162% | +$101K | 0.11% | 113 |
|
|
2017
Q1 | $60K | Buy |
224
+147
| +191% | +$39.4K | 0.04% | 160 |
|
|
2016
Q4 | $19K | Buy |
+77
| New | +$19K | 0.02% | 221 |
|