WealthPlan Investment 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 | $9.39M | Buy |
20,272
+2,129
| +12% | +$986K | 0.68% | 51 |
|
|
2025
Q1 | $8.1M | Buy |
18,143
+2,456
| +16% | +$1.1M | 0.8% | 44 |
|
|
2024
Q4 | $7.62M | Buy |
15,687
+213
| +1% | +$104K | 0.75% | 47 |
|
|
2024
Q3 | $9.05M | Buy |
15,474
+3,637
| +31% | +$2.13M | 0.92% | 40 |
|
|
2024
Q2 | $5.53M | Buy |
11,837
+247
| +2% | +$115K | 0.84% | 53 |
|
|
2024
Q1 | $5.27M | Buy |
11,590
+474
| +4% | +$216K | 0.8% | 53 |
|
|
2023
Q4 | $5.04M | Sell |
11,116
-109
| -1% | -$49.4K | 0.81% | 52 |
|
|
2023
Q3 | $4.59M | Buy |
11,225
+6,833
| +156% | +$2.79M | 0.81% | 49 |
|
|
2023
Q2 | $2.02M | Sell |
4,392
-6,453
| -60% | -$2.97M | 0.6% | 59 |
|
|
2023
Q1 | $5.13M | Sell |
10,845
-13,307
| -55% | -$6.29M | 0.88% | 44 |
|
|
2022
Q4 | $11.6M | Sell |
24,152
-2,248
| -9% | -$1.08M | 0.81% | 44 |
|
|
2022
Q3 | $12.7M | Buy |
+26,400
| New | +$12.7M | 0.93% | 42 |
|
|
2022
Q1 | $12.3M | Buy |
+28,363
| New | +$12.3M | 0.85% | 41 |
|