SFS
Summit Financial Strategies’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
734
+149
| +25% | +$69K | 0.03% | 114 |
|
|
2025
Q1 | $261K | Buy |
585
+47
| +9% | +$21K | 0.03% | 120 |
|
|
2024
Q4 | $261K | Buy |
538
+5
| +0.9% | +$2.43K | 0.03% | 119 |
|
|
2024
Q3 | $312K | Sell |
533
-65
| -11% | -$38K | 0.04% | 116 |
|
|
2024
Q2 | $279K | Hold |
598
| – | – | 0.03% | 115 |
|
|
2024
Q1 | $272K | Sell |
598
-82
| -12% | -$37.3K | 0.04% | 116 |
|
|
2023
Q4 | $308K | Hold |
680
| – | – | 0.05% | 110 |
|
|
2023
Q3 | $278K | Buy |
680
+120
| +21% | +$49.1K | 0.05% | 104 |
|
|
2023
Q2 | $258K | Buy |
560
+13
| +2% | +$5.99K | 0.05% | 103 |
|
|
2023
Q1 | $259K | Sell |
547
-78
| -12% | -$36.9K | 0.05% | 102 |
|
|
2022
Q4 | $304K | Sell |
625
-104
| -14% | -$50.6K | 0.07% | 91 |
|
|
2022
Q3 | $282K | Hold |
729
| – | – | 0.07% | 94 |
|
|
2022
Q2 | $313K | Buy |
729
+115
| +19% | +$49.4K | 0.07% | 81 |
|
|
2022
Q1 | $271K | Sell |
614
-102
| -14% | -$45K | 0.05% | 91 |
|
|
2021
Q4 | $254K | Hold |
716
| – | – | 0.05% | 104 |
|
|
2021
Q3 | $247K | Hold |
716
| – | – | 0.05% | 99 |
|
|
2021
Q2 | $271K | Hold |
716
| – | – | 0.05% | 101 |
|
|
2021
Q1 | $265K | Sell |
716
-125
| -15% | -$46.3K | 0.09% | 56 |
|
|
2020
Q4 | $299K | Buy |
841
+27
| +3% | +$9.6K | 0.1% | 66 |
|
|
2020
Q3 | $312K | Sell |
814
-20
| -2% | -$7.67K | 0.13% | 59 |
|
|
2020
Q2 | $304K | Buy |
834
+8
| +1% | +$2.92K | 0.14% | 53 |
|
|
2020
Q1 | $280K | Buy |
826
+12
| +1% | +$4.07K | 0.15% | 44 |
|
|
2019
Q4 | $317K | Sell |
814
-62
| -7% | -$24.1K | 0.16% | 48 |
|
|
2019
Q3 | $342K | Hold |
876
| – | – | 0.16% | 39 |
|
|
2019
Q2 | $318K | Sell |
876
-93
| -10% | -$33.8K | 0.15% | 40 |
|
|
2019
Q1 | $291K | Buy |
969
+23
| +2% | +$6.91K | 0.15% | 41 |
|
|
2018
Q4 | $248K | Sell |
946
-17
| -2% | -$4.46K | 0.14% | 49 |
|
|
2018
Q3 | $333K | Sell |
963
-83
| -8% | -$28.7K | 0.15% | 35 |
|
|
2018
Q2 | $309K | Buy |
1,046
+170
| +19% | +$50.2K | 0.15% | 34 |
|
|
2018
Q1 | $296K | Hold |
876
| – | – | 0.15% | 36 |
|
|
2017
Q4 | $281K | Hold |
876
| – | – | 0.15% | 38 |
|
|
2017
Q3 | $272K | Hold |
876
| – | – | 0.16% | 37 |
|
|
2017
Q2 | $243K | Hold |
876
| – | – | 0.15% | 41 |
|
|
2017
Q1 | $234K | Sell |
876
-41
| -4% | -$11K | 0.17% | 33 |
|
|
2016
Q4 | $229K | Hold |
917
| – | – | 0.16% | 37 |
|
|
2016
Q3 | $220K | Hold |
917
| – | – | 0.15% | 36 |
|
|
2016
Q2 | $228K | Hold |
917
| – | – | 0.17% | 36 |
|
|
2016
Q1 | $203K | Sell |
917
-1,827
| -67% | -$404K | 0.15% | 43 |
|
|
2015
Q4 | $596K | Hold |
2,744
| – | – | 0.46% | 20 |
|
|
2015
Q3 | $569K | Sell |
2,744
-7,316
| -73% | -$1.52M | 0.47% | 19 |
|
|
2015
Q2 | $1.87M | Buy |
+10,060
| New | +$1.87M | 1.46% | 12 |
|