Symphony Financial’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.07M | Sell |
3,421
-121
| -3% | -$74.5K | 0.27% | 77 |
|
|
2025
Q4 | $1.73M | Buy |
3,542
+571
| +19% | +$273K | 0.23% | 83 |
|
|
2025
Q3 | $1.48M | Sell |
2,971
-1,962
| -40% | -$890K | 0.18% | 101 |
|
|
2025
Q2 | $1.25M | Buy |
+4,933
| New | +$2.31M | 0.16% | 104 |
|
|
2025
Q1 | – | Sell |
-1,984
| Closed | -$1M | – | 160 |
|
|
2024
Q4 | $1M | Sell |
1,984
-356
| -15% | -$194K | 0.16% | 102 |
|
|
2024
Q3 | $1.36M | Sell |
2,340
-580
| -20% | -$311K | 0.23% | 86 |
|
|
2024
Q2 | $1.36M | Buy |
2,920
+829
| +40% | +$383K | 0.25% | 80 |
|
|
2024
Q1 | $951K | Buy |
2,091
+13
| +0.6% | +$5.7K | 0.22% | 86 |
|
|
2023
Q4 | $951K | Sell |
2,078
-351
| -14% | -$156K | 0.2% | 87 |
|
|
2023
Q3 | $991K | Buy |
2,429
+63
| +3% | +$27.9K | 0.24% | 72 |
|
|
2023
Q2 | $1.08M | Buy |
2,366
+420
| +22% | +$195K | 0.27% | 75 |
|
|
2023
Q1 | $921K | Buy |
1,946
+27
| +1% | +$12.7K | 0.24% | 84 |
|
|
2022
Q4 | $915K | Sell |
1,919
-47
| -2% | -$21.8K | 0.24% | 79 |
|
|
2022
Q3 | $766K | Sell |
1,966
-95
| -5% | -$39.7K | 0.25% | 90 |
|
|
2022
Q2 | $863K | Buy |
2,061
+108
| +6% | +$47.4K | 0.26% | 82 |
|
|
2022
Q1 | $909K | Buy |
1,953
+1,102
| +129% | +$447K | 0.21% | 89 |
|
|
2021
Q4 | $302K | Sell |
851
-115
| -12% | -$39.8K | 0.08% | 149 |
|
|
2021
Q3 | $338K | Sell |
966
-710
| -42% | -$257K | 0.12% | 124 |
|
|
2021
Q2 | $633K | Sell |
1,676
-1,062
| -39% | -$408K | 0.22% | 80 |
|
|
2021
Q1 | $904K | Sell |
2,738
-5,434
| -66% | -$1.86M | 0.24% | 68 |
|
|
2020
Q4 | $2.82M | Buy |
8,172
+787
| +11% | +$289K | 1.02% | 23 |
|
|
2020
Q3 | $2.83M | Buy |
7,385
+1,373
| +23% | +$524K | 1.16% | 19 |
|
|
2020
Q2 | $2.19M | Buy |
6,012
+1,310
| +28% | +$495K | 1.06% | 24 |
|
|
2020
Q1 | $1.64M | Buy |
+4,702
| New | +$1.85M | 1.13% | 22 |
|
Other funds holding LMT
VCM
VPM
