Waddell & Associates’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 | $416K | Buy |
+898
| New | +$416K | 0.04% | 123 |
|
|
2023
Q4 | – | Sell |
-565
| Closed | -$231K | – | 160 |
|
|
2023
Q3 | $231K | Buy |
565
+3
| +0.5% | +$1.23K | 0.03% | 155 |
|
|
2023
Q2 | $259K | Sell |
562
-4
| -0.7% | -$1.84K | 0.04% | 147 |
|
|
2023
Q1 | $268K | Hold |
566
| – | – | 0.04% | 127 |
|
|
2022
Q4 | $275K | Buy |
566
+42
| +8% | +$20.4K | 0.05% | 118 |
|
|
2022
Q3 | $202K | Hold |
524
| – | – | 0.04% | 131 |
|
|
2022
Q2 | $225K | Buy |
+524
| New | +$225K | 0.05% | 128 |
|