Univest Financial’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
$4.67M Sell
10,091
-128
-1% -$59.3K 0.28% 67
2025
Q1
$4.57M Sell
10,219
-233
-2% -$104K 0.3% 64
2024
Q4
$5.08M Sell
10,452
-346
-3% -$168K 0.32% 61
2024
Q3
$6.31M Buy
10,798
+9,798
+980% +$5.73M 0.42% 50
2024
Q2
$467K Sell
1,000
-17
-2% -$7.94K 0.13% 73
2024
Q1
$463K Buy
1,017
+24
+2% +$10.9K 0.13% 66
2023
Q4
$450K Buy
993
+41
+4% +$18.6K 0.13% 71
2023
Q3
$389K Sell
952
-67
-7% -$27.4K 0.13% 65
2023
Q2
$469K Buy
1,019
+38
+4% +$17.5K 0.14% 64
2023
Q1
$464K Sell
981
-89
-8% -$42.1K 0.14% 64
2022
Q4
$521K Sell
1,070
-159
-13% -$77.4K 0.16% 69
2022
Q3
$474K Sell
1,229
-95
-7% -$36.6K 0.16% 71
2022
Q2
$570K Sell
1,324
-68
-5% -$29.3K 0.19% 60
2022
Q1
$614K Sell
1,392
-311
-18% -$137K 0.17% 61
2021
Q4
$606K Sell
1,703
-256
-13% -$91.1K 0.15% 61
2021
Q3
$676K Sell
1,959
-188
-9% -$64.9K 0.19% 53
2021
Q2
$812K Buy
2,147
+127
+6% +$48K 0.22% 52
2021
Q1
$746K Buy
2,020
+298
+17% +$110K 0.21% 53
2020
Q4
$611K Sell
1,722
-208
-11% -$73.8K 0.18% 61
2020
Q3
$740K Buy
1,930
+14
+0.7% +$5.37K 0.23% 57
2020
Q2
$700K Sell
1,916
-84
-4% -$30.7K 0.23% 55
2020
Q1
$678K Sell
2,000
-727
-27% -$246K 0.27% 57
2019
Q4
$682K Buy
2,727
+1,419
+108% +$355K 0.29% 66
2019
Q3
$510K Sell
1,308
-642
-33% -$250K 0.16% 72
2019
Q2
$709K Sell
1,950
-26
-1% -$9.45K 0.22% 64
2019
Q1
$593K Buy
1,976
+218
+12% +$65.4K 0.19% 68
2018
Q4
$460K Sell
1,758
-36
-2% -$9.42K 0.17% 78
2018
Q3
$621K Sell
1,794
-889
-33% -$308K 0.19% 69
2018
Q2
$793K Sell
2,683
-36
-1% -$10.6K 0.32% 58
2018
Q1
$919K Sell
2,719
-255
-9% -$86.2K 0.4% 51
2017
Q4
$955K Buy
2,974
+101
+4% +$32.4K 0.38% 53
2017
Q3
$891K Buy
2,873
+77
+3% +$23.9K 0.38% 56
2017
Q2
$776K Sell
2,796
-45
-2% -$12.5K 0.33% 58
2017
Q1
$760K Buy
2,841
+114
+4% +$30.5K 0.33% 60
2016
Q4
$682K Buy
2,727
+125
+5% +$31.3K 0.29% 66
2016
Q3
$624K Buy
2,602
+48
+2% +$11.5K 0.28% 60
2016
Q2
$634K Sell
2,554
-103
-4% -$25.6K 0.29% 61
2016
Q1
$589K Buy
2,657
+45
+2% +$9.98K 0.27% 61
2015
Q4
$567K Sell
2,612
-265
-9% -$57.5K 0.26% 65
2015
Q3
$596K Buy
2,877
+32
+1% +$6.63K 0.29% 61
2015
Q2
$529K Sell
2,845
-342
-11% -$63.6K 0.24% 60
2015
Q1
$647K Sell
3,187
-111
-3% -$22.5K 0.29% 63
2014
Q4
$635K Buy
3,298
+81
+3% +$15.6K 0.28% 62
2014
Q3
$588K Sell
3,217
-380
-11% -$69.5K 0.28% 63
2014
Q2
$578K Buy
3,597
+143
+4% +$23K 0.27% 63
2014
Q1
$564K Buy
3,454
+354
+11% +$57.8K 0.28% 62
2013
Q4
$461K Buy
3,100
+73
+2% +$10.9K 0.23% 65
2013
Q3
$386K Buy
3,027
+426
+16% +$54.3K 0.21% 64
2013
Q2
$282K Buy
+2,601
New +$282K 0.15% 62