Warner 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 | $439K | Sell |
948
-600
| -39% | -$278K | 0.18% | 77 |
|
|
2025
Q1 | $692K | Hold |
1,548
| – | – | 0.31% | 62 |
|
|
2024
Q4 | $752K | Hold |
1,548
| – | – | 0.32% | 60 |
|
|
2024
Q3 | $905K | Hold |
1,548
| – | – | 0.4% | 50 |
|
|
2024
Q2 | $723K | Hold |
1,548
| – | – | 0.35% | 58 |
|
|
2024
Q1 | $704K | Sell |
1,548
-8
| -0.5% | -$3.64K | 0.35% | 58 |
|
|
2023
Q4 | $705K | Buy |
1,556
+8
| +0.5% | +$3.63K | 0.4% | 53 |
|
|
2023
Q3 | $633K | Hold |
1,548
| – | – | 0.42% | 51 |
|
|
2023
Q2 | $713K | Hold |
1,548
| – | – | 0.46% | 48 |
|
|
2023
Q1 | $732K | Hold |
1,548
| – | – | 0.51% | 46 |
|
|
2022
Q4 | $753K | Hold |
1,548
| – | – | 0.57% | 42 |
|
|
2022
Q3 | $598K | Hold |
1,548
| – | – | 0.48% | 47 |
|
|
2022
Q2 | $666K | Buy |
1,548
+1,245
| +411% | +$536K | 0.61% | 41 |
|
|
2022
Q1 | $683K | Hold |
303
| – | – | 0.55% | 41 |
|
|
2021
Q4 | $108K | Buy |
+303
| New | +$108K | 0.09% | 81 |
|