Waverly Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.2M | Buy |
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|
2025
Q2 | $8.51M | Buy |
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|
2025
Q1 | $7.66M | Buy |
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|
2024
Q4 | $7.08M | Buy |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $648K | Buy |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $522K | Buy |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $358K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.8M | Buy |
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|
2018
Q2 | $1.53M | Hold |
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|
2018
Q1 | $1.75M | Sell |
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|
2017
Q4 | $1.75M | Buy |
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|
2017
Q3 | $1.63M | Buy |
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|
2017
Q2 | $1.44M | Hold |
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|
2017
Q1 | $1.39M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $20K | Hold |
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|
2014
Q2 | $18K | Sell |
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|
2014
Q1 | $20K | Sell |
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|
2013
Q4 | $21K | Sell |
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|
2013
Q3 | $57K | Buy |
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