Van Hulzen Asset 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
$1.13M Sell
2,449
-83
-3% -$38.4K 0.09% 142
2025
Q1
$1.13M Buy
2,532
+79
+3% +$35.3K 0.1% 143
2024
Q4
$1.19M Sell
2,453
-10,425
-81% -$5.07M 0.09% 152
2024
Q3
$7.53M Sell
12,878
-14,592
-53% -$8.53M 0.55% 54
2024
Q2
$12.8M Buy
27,470
+257
+0.9% +$120K 0.86% 36
2024
Q1
$12.4M Buy
27,213
+4,620
+20% +$2.1M 0.82% 41
2023
Q4
$10.2M Sell
22,593
-166
-0.7% -$75.2K 0.72% 48
2023
Q3
$9.31M Buy
22,759
+2,974
+15% +$1.22M 0.72% 43
2023
Q2
$9.11M Buy
19,785
+10,682
+117% +$4.92M 0.78% 42
2023
Q1
$4.3M Buy
9,103
+3,121
+52% +$1.47M 0.4% 58
2022
Q4
$2.91M Buy
5,982
+201
+3% +$97.9K 0.34% 68
2022
Q3
$2.23M Buy
5,781
+4,549
+369% +$1.76M 0.28% 79
2022
Q2
$530K Sell
1,232
-182
-13% -$78.3K 0.06% 162
2022
Q1
$624K Sell
1,414
-501
-26% -$221K 0.07% 148
2021
Q4
$681K Buy
1,915
+290
+18% +$103K 0.07% 148
2021
Q3
$561K Hold
1,625
0.08% 140
2021
Q2
$615K Buy
1,625
+600
+59% +$227K 0.09% 124
2021
Q1
$379K Sell
1,025
-82
-7% -$30.3K 0.06% 175
2020
Q4
$393K Sell
1,107
-816
-42% -$290K 0.06% 177
2020
Q3
$737K Buy
1,923
+197
+11% +$75.5K 0.11% 105
2020
Q2
$630K Buy
1,726
+224
+15% +$81.8K 0.09% 109
2020
Q1
$509K Buy
1,502
+377
+34% +$128K 0.11% 122
2019
Q4
$438K Sell
1,125
-40
-3% -$15.6K 0.08% 163
2019
Q3
$454K Buy
+1,165
New +$454K 0.1% 154
2014
Q2
Sell
-4,500
Closed -$735K 80
2014
Q1
$735K Buy
+4,500
New +$735K 0.74% 45