Tortoise Investment Management’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 | $95.6K | Buy |
206
+9
| +5% | +$4.18K | 0.01% | 303 |
|
|
2025
Q1 | $88.1K | Buy |
197
+1
| +0.5% | +$447 | 0.01% | 307 |
|
|
2024
Q4 | $95.3K | Buy |
196
+1
| +0.5% | +$486 | 0.01% | 320 |
|
|
2024
Q3 | $114K | Buy |
195
+1
| +0.5% | +$585 | 0.01% | 296 |
|
|
2024
Q2 | $90.7K | Buy |
194
+1
| +0.5% | +$468 | 0.01% | 317 |
|
|
2024
Q1 | $87.9K | Buy |
193
+1
| +0.5% | +$455 | 0.01% | 310 |
|
|
2023
Q4 | $87.1K | Buy |
192
+1
| +0.5% | +$453 | 0.01% | 293 |
|
|
2023
Q3 | $78.1K | Buy |
191
+1
| +0.5% | +$409 | 0.01% | 295 |
|
|
2023
Q2 | $87.5K | Buy |
190
+150
| +375% | +$69.1K | 0.01% | 291 |
|
|
2023
Q1 | $18.9K | Sell |
40
-25
| -38% | -$11.8K | ﹤0.01% | 469 |
|
|
2022
Q4 | $31.6K | Sell |
65
-575
| -90% | -$280K | 0.01% | 381 |
|
|
2022
Q3 | $247K | Buy |
640
+600
| +1,500% | +$232K | 0.05% | 164 |
|
|
2022
Q2 | $17K | Hold |
40
| – | – | ﹤0.01% | 451 |
|
|
2022
Q1 | $18K | Hold |
40
| – | – | ﹤0.01% | 437 |
|
|
2021
Q4 | $14K | Hold |
40
| – | – | ﹤0.01% | 442 |
|
|
2021
Q3 | $14K | Hold |
40
| – | – | ﹤0.01% | 432 |
|
|
2021
Q2 | $15K | Hold |
40
| – | – | ﹤0.01% | 417 |
|
|
2021
Q1 | $15K | Hold |
40
| – | – | ﹤0.01% | 388 |
|
|
2020
Q4 | $14K | Hold |
40
| – | – | ﹤0.01% | 370 |
|
|
2020
Q3 | $15K | Hold |
40
| – | – | ﹤0.01% | 336 |
|
|
2020
Q2 | $15K | Hold |
40
| – | – | ﹤0.01% | 329 |
|
|
2020
Q1 | $14K | Hold |
40
| – | – | ﹤0.01% | 330 |
|
|
2019
Q4 | $16K | Hold |
40
| – | – | ﹤0.01% | 352 |
|
|
2019
Q3 | $16K | Hold |
40
| – | – | ﹤0.01% | 344 |
|
|
2019
Q2 | $15K | Hold |
40
| – | – | ﹤0.01% | 379 |
|
|
2019
Q1 | $12K | Hold |
40
| – | – | ﹤0.01% | 390 |
|
|
2018
Q4 | $10K | Sell |
40
-27
| -40% | -$6.75K | ﹤0.01% | 386 |
|
|
2018
Q3 | $23K | Hold |
67
| – | – | 0.01% | 305 |
|
|
2018
Q2 | $20K | Hold |
67
| – | – | 0.01% | 335 |
|
|
2018
Q1 | $23K | Hold |
67
| – | – | 0.01% | 309 |
|
|
2017
Q4 | $22K | Buy |
67
+40
| +148% | +$13.1K | 0.01% | 314 |
|
|
2017
Q3 | $8K | Hold |
27
| – | – | ﹤0.01% | 383 |
|
|
2017
Q2 | $7K | Hold |
27
| – | – | ﹤0.01% | 383 |
|
|
2017
Q1 | $7K | Sell |
27
-7
| -21% | -$1.82K | ﹤0.01% | 364 |
|
|
2016
Q4 | $8K | Buy |
+34
| New | +$8K | ﹤0.01% | 354 |
|
|
2016
Q3 | – | Sell |
-78
| Closed | -$19K | – | 482 |
|
|
2016
Q2 | $19K | Hold |
78
| – | – | 0.01% | 262 |
|
|
2016
Q1 | $17K | Sell |
78
-55
| -41% | -$12K | 0.01% | 252 |
|
|
2015
Q4 | $29K | Buy |
133
+78
| +142% | +$17K | 0.01% | 241 |
|
|
2015
Q3 | $11K | Hold |
55
| – | – | ﹤0.01% | 286 |
|
|
2015
Q2 | $10K | Buy |
+55
| New | +$10K | ﹤0.01% | 312 |
|
|
2015
Q1 | – | Sell |
-9
| Closed | -$2K | – | 451 |
|
|
2014
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 426 |
|