Union Heritage Capital’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 | $4.92M | Hold |
10,629
| – | – | 1.71% | 20 |
|
|
2025
Q1 | $4.75M | Hold |
10,629
| – | – | 1.77% | 22 |
|
|
2024
Q4 | $5.17M | Hold |
10,629
| – | – | 1.91% | 18 |
|
|
2024
Q3 | $6.21M | Hold |
10,629
| – | – | 2.29% | 15 |
|
|
2024
Q2 | $4.96M | Hold |
10,629
| – | – | 1.95% | 17 |
|
|
2024
Q1 | $4.83M | Buy |
10,629
+1,629
| +18% | +$741K | 1.92% | 18 |
|
|
2023
Q4 | $4.08M | Hold |
9,000
| – | – | 2.11% | 17 |
|
|
2023
Q3 | $3.68M | Hold |
9,000
| – | – | 2.09% | 18 |
|
|
2023
Q2 | $4.14M | Hold |
9,000
| – | – | 2.24% | 16 |
|
|
2023
Q1 | $4.25M | Hold |
9,000
| – | – | 2.58% | 12 |
|
|
2022
Q4 | $4.38M | Hold |
9,000
| – | – | 2.67% | 11 |
|
|
2022
Q3 | $3.48M | Hold |
9,000
| – | – | 2.31% | 18 |
|
|
2022
Q2 | $3.87M | Hold |
9,000
| – | – | 2.49% | 13 |
|
|
2022
Q1 | $3.97M | Sell |
9,000
-498
| -5% | -$220K | 2.21% | 17 |
|
|
2021
Q4 | $3.38M | Hold |
9,498
| – | – | 1.58% | 24 |
|
|
2021
Q3 | $3.28M | Hold |
9,498
| – | – | 1.54% | 24 |
|
|
2021
Q2 | $3.59M | Hold |
9,498
| – | – | 1.68% | 20 |
|
|
2021
Q1 | $3.51M | Buy |
+9,498
| New | +$3.51M | 1.75% | 21 |
|