SVB Wealth’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 | $1.02M | Buy |
+2,197
| New | +$1.02M | 0.05% | 229 |
|
|
2025
Q1 | – | Sell |
-4,520
| Closed | -$2.2M | – | 1661 |
|
|
2024
Q4 | $2.2M | Buy |
+4,520
| New | +$2.2M | 0.04% | 221 |
|
|
2024
Q3 | – | Sell |
-4,552
| Closed | -$2.13M | – | 349 |
|
|
2024
Q2 | $2.13M | Sell |
4,552
-665
| -13% | -$311K | 0.05% | 227 |
|
|
2024
Q1 | $2.37M | Sell |
5,217
-38
| -0.7% | -$17.3K | 0.05% | 229 |
|
|
2023
Q4 | $2.38M | Buy |
5,255
+228
| +5% | +$103K | 0.06% | 224 |
|
|
2023
Q3 | $2.06M | Sell |
5,027
-1,025
| -17% | -$419K | 0.05% | 221 |
|
|
2023
Q2 | $2.79M | Sell |
6,052
-1,059
| -15% | -$488K | 0.05% | 203 |
|
|
2023
Q1 | $3.36M | Sell |
7,111
-213
| -3% | -$101K | 0.05% | 206 |
|
|
2022
Q4 | $3.56M | Sell |
7,324
-169
| -2% | -$82.2K | 0.05% | 201 |
|
|
2022
Q3 | $2.9M | Buy |
7,493
+1,860
| +33% | +$719K | 0.04% | 213 |
|
|
2022
Q2 | $2.42M | Buy |
5,633
+185
| +3% | +$79.5K | 0.04% | 201 |
|
|
2022
Q1 | $2.4M | Buy |
5,448
+262
| +5% | +$116K | 0.03% | 207 |
|
|
2021
Q4 | $1.84M | Buy |
5,186
+686
| +15% | +$244K | 0.03% | 233 |
|
|
2021
Q3 | $1.55M | Sell |
4,500
-307
| -6% | -$106K | 0.02% | 301 |
|
|
2021
Q2 | $1.82M | Sell |
4,807
-152
| -3% | -$57.5K | 0.02% | 270 |
|
|
2021
Q1 | $1.83M | Buy |
4,959
+50
| +1% | +$18.5K | 0.03% | 252 |
|
|
2020
Q4 | $1.74M | Sell |
4,909
-923
| -16% | -$328K | 0.03% | 257 |
|
|
2020
Q3 | $2.24M | Buy |
5,832
+121
| +2% | +$46.4K | 0.04% | 206 |
|
|
2020
Q2 | $2.08M | Buy |
5,711
+1,019
| +22% | +$372K | 0.04% | 193 |
|
|
2020
Q1 | $1.59M | Sell |
4,692
-969
| -17% | -$328K | 0.04% | 191 |
|
|
2019
Q4 | $2.2M | Buy |
5,661
+1,756
| +45% | +$684K | 0.04% | 207 |
|
|
2019
Q3 | $1.52M | Buy |
3,905
+202
| +5% | +$78.8K | 0.03% | 235 |
|
|
2019
Q2 | $1.35M | Sell |
3,703
-668
| -15% | -$243K | 0.05% | 245 |
|
|
2019
Q1 | $1.31M | Sell |
4,371
-574
| -12% | -$172K | 0.05% | 198 |
|
|
2018
Q4 | $1.3M | Sell |
4,945
-194
| -4% | -$50.8K | 0.06% | 194 |
|
|
2018
Q3 | $1.78M | Buy |
5,139
+148
| +3% | +$51.2K | 0.06% | 187 |
|
|
2018
Q2 | $1.48M | Sell |
4,991
-1,953
| -28% | -$577K | 0.06% | 204 |
|
|
2018
Q1 | $2.35M | Buy |
6,944
+1,504
| +28% | +$508K | 0.09% | 166 |
|
|
2017
Q4 | $1.75M | Sell |
5,440
-635
| -10% | -$204K | 0.07% | 199 |
|
|
2017
Q3 | $1.89M | Sell |
6,075
-4,512
| -43% | -$1.4M | 0.07% | 189 |
|
|
2017
Q2 | $2.94M | Sell |
10,587
-4,383
| -29% | -$1.22M | 0.12% | 149 |
|
|
2017
Q1 | $4.01M | Sell |
14,970
-1,406
| -9% | -$376K | 0.16% | 118 |
|
|
2016
Q4 | $4.09M | Sell |
16,376
-503
| -3% | -$126K | 0.17% | 114 |
|
|
2016
Q3 | $4.05M | Sell |
16,879
-111
| -0.7% | -$26.6K | 0.16% | 127 |
|
|
2016
Q2 | $4.22M | Sell |
16,990
-661
| -4% | -$164K | 0.17% | 128 |
|
|
2016
Q1 | $3.91M | Buy |
17,651
+2,269
| +15% | +$503K | 0.16% | 134 |
|
|
2015
Q4 | $3.34M | Sell |
15,382
-751
| -5% | -$163K | 0.13% | 148 |
|
|
2015
Q3 | $3.35M | Sell |
16,133
-2,869
| -15% | -$595K | 0.13% | 159 |
|
|
2015
Q2 | $3.53M | Sell |
19,002
-1,010
| -5% | -$188K | 0.12% | 167 |
|
|
2015
Q1 | $4.06M | Sell |
20,012
-589
| -3% | -$120K | 0.13% | 161 |
|
|
2014
Q4 | $3.97M | Buy |
+20,601
| New | +$3.97M | 0.13% | 165 |
|