Vanguard Personalized Indexing 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 | $15.4M | Buy |
33,292
+7,914
| +31% | +$3.67M | 0.17% | 95 |
|
|
2025
Q1 | $11.3M | Sell |
25,378
-1,990
| -7% | -$889K | 0.17% | 105 |
|
|
2024
Q4 | $13.3M | Buy |
27,368
+1,057
| +4% | +$514K | 0.2% | 77 |
|
|
2024
Q3 | $15.4M | Buy |
26,311
+2,882
| +12% | +$1.68M | 0.25% | 60 |
|
|
2024
Q2 | $10.9M | Buy |
23,429
+3,681
| +19% | +$1.72M | 0.21% | 76 |
|
|
2024
Q1 | $8.98M | Buy |
19,748
+617
| +3% | +$281K | 0.19% | 83 |
|
|
2023
Q4 | $8.67M | Buy |
19,131
+1,466
| +8% | +$664K | 0.22% | 72 |
|
|
2023
Q3 | $7.22M | Buy |
17,665
+1,115
| +7% | +$456K | 0.22% | 74 |
|
|
2023
Q2 | $7.62M | Buy |
16,550
+487
| +3% | +$224K | 0.23% | 68 |
|
|
2023
Q1 | $7.59M | Buy |
16,063
+2,866
| +22% | +$1.35M | 0.26% | 63 |
|
|
2022
Q4 | $6.42M | Buy |
13,197
+124
| +0.9% | +$60.3K | 0.26% | 60 |
|
|
2022
Q3 | $5.05M | Buy |
13,073
+1,278
| +11% | +$494K | 0.23% | 71 |
|
|
2022
Q2 | $5.07M | Buy |
11,795
+4,164
| +55% | +$1.79M | 0.23% | 72 |
|
|
2022
Q1 | $3.37M | Buy |
7,631
+2,864
| +60% | +$1.26M | 0.16% | 103 |
|
|
2021
Q4 | $1.69M | Buy |
4,767
+1,257
| +36% | +$447K | 0.1% | 205 |
|
|
2021
Q3 | $1.21M | Buy |
3,510
+118
| +3% | +$40.7K | 0.11% | 186 |
|
|
2021
Q2 | $1.28M | Buy |
3,392
+405
| +14% | +$153K | 0.13% | 152 |
|
|
2021
Q1 | $1.1M | Buy |
2,987
+1,019
| +52% | +$377K | 0.17% | 130 |
|
|
2020
Q4 | $699K | Buy |
1,968
+448
| +29% | +$159K | 0.15% | 155 |
|
|
2020
Q3 | $583K | Buy |
1,520
+197
| +15% | +$75.6K | 0.16% | 154 |
|
|
2020
Q2 | $483K | Buy |
1,323
+382
| +41% | +$139K | 0.22% | 112 |
|
|
2020
Q1 | $319K | Buy |
+941
| New | +$319K | 0.19% | 151 |
|