SWM
Stockman Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82M | Buy |
21,198
+589
| +3% | +$273K | 1.33% | 31 |
|
|
2025
Q1 | $9.21M | Buy |
20,609
+2,127
| +12% | +$950K | 1.36% | 31 |
|
|
2024
Q4 | $8.98M | Buy |
18,482
+545
| +3% | +$265K | 1.41% | 26 |
|
|
2024
Q3 | $10.5M | Buy |
17,937
+331
| +2% | +$193K | 1.63% | 23 |
|
|
2024
Q2 | $8.22M | Buy |
17,606
+507
| +3% | +$237K | 1.44% | 25 |
|
|
2024
Q1 | $7.78M | Buy |
17,099
+500
| +3% | +$227K | 1.37% | 28 |
|
|
2023
Q4 | $7.52M | Buy |
16,599
+292
| +2% | +$132K | 1.5% | 27 |
|
|
2023
Q3 | $6.67M | Buy |
16,307
+68
| +0.4% | +$27.8K | 1.47% | 28 |
|
|
2023
Q2 | $7.48M | Buy |
16,239
+404
| +3% | +$186K | 1.61% | 22 |
|
|
2023
Q1 | $7.49M | Sell |
15,835
-40
| -0.3% | -$18.9K | 1.67% | 22 |
|
|
2022
Q4 | $7.72M | Sell |
15,875
-877
| -5% | -$427K | 1.77% | 21 |
|
|
2022
Q3 | $6.47M | Buy |
16,752
+184
| +1% | +$71.1K | 1.75% | 23 |
|
|
2022
Q2 | $7.12M | Buy |
16,568
+168
| +1% | +$72.2K | 1.82% | 20 |
|
|
2022
Q1 | $7.24M | Buy |
16,400
+41
| +0.3% | +$18.1K | 1.5% | 23 |
|
|
2021
Q4 | $5.81M | Buy |
16,359
+82
| +0.5% | +$29.1K | 1.19% | 35 |
|
|
2021
Q3 | $5.62M | Buy |
16,277
+1,822
| +13% | +$629K | 1.25% | 27 |
|
|
2021
Q2 | $5.47M | Buy |
+14,455
| New | +$5.47M | 1.31% | 28 |
|