Vaughan David Investments’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 | $41.9M | Buy |
90,405
+965
| +1% | +$447K | 0.94% | 53 |
|
|
2025
Q1 | $40M | Buy |
89,440
+756
| +0.9% | +$338K | 0.93% | 58 |
|
|
2024
Q4 | $43.1M | Buy |
88,684
+742
| +0.8% | +$361K | 1.02% | 47 |
|
|
2024
Q3 | $51.4M | Buy |
87,942
+133
| +0.2% | +$77.7K | 1.18% | 22 |
|
|
2024
Q2 | $41M | Buy |
87,809
+367
| +0.4% | +$171K | 1.04% | 39 |
|
|
2024
Q1 | $39.8M | Buy |
87,442
+1,883
| +2% | +$857K | 0.99% | 44 |
|
|
2023
Q4 | $38.8M | Buy |
85,559
+1,066
| +1% | +$483K | 1.06% | 38 |
|
|
2023
Q3 | $34.6M | Buy |
84,493
+2,448
| +3% | +$1M | 1.05% | 41 |
|
|
2023
Q2 | $37.8M | Buy |
82,045
+764
| +0.9% | +$352K | 1.1% | 33 |
|
|
2023
Q1 | $38.4M | Sell |
81,281
-22
| -0% | -$10.4K | 1.16% | 30 |
|
|
2022
Q4 | $39.6M | Buy |
81,303
+302
| +0.4% | +$147K | 1.18% | 29 |
|
|
2022
Q3 | $31.3M | Buy |
81,001
+1,543
| +2% | +$596K | 1.05% | 44 |
|
|
2022
Q2 | $34.2M | Buy |
79,458
+2,248
| +3% | +$967K | 1.09% | 41 |
|
|
2022
Q1 | $34.1M | Buy |
77,210
+895
| +1% | +$395K | 1% | 50 |
|
|
2021
Q4 | $27.1M | Buy |
76,315
+848
| +1% | +$301K | 0.79% | 72 |
|
|
2021
Q3 | $26M | Buy |
75,467
+3,453
| +5% | +$1.19M | 0.83% | 71 |
|
|
2021
Q2 | $27.2M | Buy |
72,014
+4,521
| +7% | +$1.71M | 0.85% | 69 |
|
|
2021
Q1 | $24.9M | Buy |
67,493
+38,699
| +134% | +$14.3M | 0.79% | 70 |
|
|
2020
Q4 | $10.2M | Buy |
28,794
+27,739
| +2,629% | +$9.85M | 0.35% | 82 |
|
|
2020
Q3 | $404K | Buy |
1,055
+44
| +4% | +$16.8K | 0.02% | 139 |
|
|
2020
Q2 | $369K | Hold |
1,011
| – | – | 0.02% | 145 |
|
|
2020
Q1 | $343K | Hold |
1,011
| – | – | 0.02% | 140 |
|
|
2019
Q4 | $394K | Buy |
1,011
+34
| +3% | +$13.3K | 0.01% | 151 |
|
|
2019
Q3 | $381K | Hold |
977
| – | – | 0.01% | 151 |
|
|
2019
Q2 | $355K | Sell |
977
-64
| -6% | -$23.3K | 0.01% | 156 |
|
|
2019
Q1 | $313K | Buy |
1,041
+64
| +7% | +$19.2K | 0.01% | 159 |
|
|
2018
Q4 | $256K | Sell |
977
-181
| -16% | -$47.4K | 0.01% | 164 |
|
|
2018
Q3 | $401K | Sell |
1,158
-37
| -3% | -$12.8K | 0.02% | 139 |
|
|
2018
Q2 | $353K | Buy |
1,195
+46
| +4% | +$13.6K | 0.02% | 143 |
|
|
2018
Q1 | $388K | Sell |
1,149
-70
| -6% | -$23.6K | 0.02% | 144 |
|
|
2017
Q4 | $391K | Sell |
1,219
-8
| -0.7% | -$2.57K | 0.02% | 144 |
|
|
2017
Q3 | $381K | Sell |
1,227
-309
| -20% | -$95.9K | 0.02% | 136 |
|
|
2017
Q2 | $426K | Buy |
1,536
+54
| +4% | +$15K | 0.02% | 128 |
|
|
2017
Q1 | $397K | Buy |
1,482
+69
| +5% | +$18.5K | 0.02% | 128 |
|
|
2016
Q4 | $353K | Hold |
1,413
| – | – | 0.02% | 129 |
|
|
2016
Q3 | $339K | Sell |
1,413
-182
| -11% | -$43.7K | 0.02% | 127 |
|
|
2016
Q2 | $396K | Sell |
1,595
-35
| -2% | -$8.69K | 0.02% | 124 |
|
|
2016
Q1 | $361K | Buy |
1,630
+16
| +1% | +$3.54K | 0.02% | 127 |
|
|
2015
Q4 | $351K | Buy |
1,614
+160
| +11% | +$34.8K | 0.02% | 123 |
|
|
2015
Q3 | $301K | Buy |
1,454
+1
| +0.1% | +$207 | 0.02% | 132 |
|
|
2015
Q2 | $270K | Hold |
1,453
| – | – | 0.02% | 140 |
|
|
2015
Q1 | $295K | Buy |
1,453
+1
| +0.1% | +$203 | 0.02% | 136 |
|
|
2014
Q4 | $280K | Buy |
1,452
+8
| +0.6% | +$1.54K | 0.02% | 141 |
|
|
2014
Q3 | $264K | Hold |
1,444
| – | – | 0.02% | 138 |
|
|
2014
Q2 | $232K | Buy |
1,444
+51
| +4% | +$8.19K | 0.01% | 147 |
|
|
2014
Q1 | $227K | Buy |
+1,393
| New | +$227K | 0.01% | 143 |
|