Welch & Forbes’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.5M | Buy |
7,450
+123
| +2% | +$75.8K | 0.06% | 130 |
|
|
2025
Q4 | $3.54M | Sell |
7,327
-15
| -0.2% | -$7.18K | 0.04% | 146 |
|
|
2025
Q3 | $3.67M | Hold |
7,342
| – | – | 0.04% | 144 |
|
|
2025
Q2 | $3.4M | Hold |
7,342
| – | – | 0.04% | 146 |
|
|
2025
Q1 | $3.28M | Buy |
7,342
+9
| +0.1% | +$4.14K | 0.04% | 149 |
|
|
2024
Q4 | $3.56M | Buy |
7,333
+63
| +0.9% | +$34.3K | 0.05% | 146 |
|
|
2024
Q3 | $4.25M | Hold |
7,270
| – | – | 0.05% | 136 |
|
|
2024
Q2 | $3.36M | Sell |
7,270
-377
| -5% | -$174K | 0.04% | 143 |
|
|
2024
Q1 | $3.48M | Buy |
7,647
+171
| +2% | +$74.9K | 0.05% | 147 |
|
|
2023
Q4 | $3.39M | Sell |
7,476
-113
| -1% | -$50.1K | 0.05% | 144 |
|
|
2023
Q3 | $3.1M | Buy |
7,589
+142
| +2% | +$63K | 0.05% | 146 |
|
|
2023
Q2 | $3.43M | Buy |
7,447
+26
| +0.4% | +$12.1K | 0.05% | 144 |
|
|
2023
Q1 | $3.51M | Sell |
7,421
-264
| -3% | -$124K | 0.06% | 142 |
|
|
2022
Q4 | $3.74M | Hold |
7,685
| – | – | 0.07% | 137 |
|
|
2022
Q3 | $2.97M | Buy |
7,685
+71
| +0.9% | +$29.6K | 0.06% | 148 |
|
|
2022
Q2 | $3.27M | Buy |
7,614
+140
| +2% | +$61.5K | 0.06% | 147 |
|
|
2022
Q1 | $3.3M | Sell |
7,474
-217
| -3% | -$88K | 0.05% | 151 |
|
|
2021
Q4 | $2.73M | Sell |
7,691
-44
| -0.6% | -$15.2K | 0.04% | 165 |
|
|
2021
Q3 | $2.67M | Buy |
7,735
+160
| +2% | +$57.9K | 0.04% | 163 |
|
|
2021
Q2 | $2.87M | Sell |
7,575
-284
| -4% | -$109K | 0.05% | 158 |
|
|
2021
Q1 | $2.9M | Sell |
7,859
-43
| -0.5% | -$14.8K | 0.05% | 149 |
|
|
2020
Q4 | $2.81M | Buy |
7,902
+1,493
| +23% | +$549K | 0.05% | 148 |
|
|
2020
Q3 | $2.46M | Buy |
6,409
+807
| +14% | +$308K | 0.05% | 149 |
|
|
2020
Q2 | $2.04M | Buy |
5,602
+33
| +0.6% | +$12.5K | 0.05% | 157 |
|
|
2020
Q1 | $1.89M | Buy |
5,569
+492
| +10% | +$194K | 0.05% | 154 |
|
|
2019
Q4 | $1.98M | Buy |
5,077
+636
| +14% | +$244K | 0.04% | 169 |
|
|
2019
Q3 | $1.73M | Buy |
4,441
+219
| +5% | +$82.4K | 0.04% | 170 |
|
|
2019
Q2 | $1.53M | Buy |
4,222
+50
| +1% | +$16.7K | 0.04% | 180 |
|
|
2019
Q1 | $1.25M | Buy |
4,172
+67
| +2% | +$19.6K | 0.03% | 189 |
|
|
2018
Q4 | $1.07M | Buy |
4,105
+674
| +20% | +$204K | 0.03% | 190 |
|
|
2018
Q3 | $1.19M | Hold |
3,431
| – | – | 0.03% | 193 |
|
|
2018
Q2 | $1.01M | Buy |
3,431
+46
| +1% | +$14.8K | 0.03% | 196 |
|
|
2018
Q1 | $1.14M | Hold |
3,385
| – | – | 0.03% | 197 |
|
|
2017
Q4 | $1.09M | Sell |
3,385
-700
| -17% | -$221K | 0.03% | 185 |
|
|
2017
Q3 | $1.27M | Buy |
4,085
+54
| +1% | +$16.1K | 0.03% | 183 |
|
|
2017
Q2 | $1.12M | Buy |
4,031
+36
| +0.9% | +$9.89K | 0.03% | 189 |
|
|
2017
Q1 | $1.07M | Sell |
3,995
-753
| -16% | -$197K | 0.03% | 192 |
|
|
2016
Q4 | $1.19M | Buy |
4,748
+63
| +1% | +$15.7K | 0.04% | 184 |
|
|
2016
Q3 | $1.12M | Hold |
4,685
| – | – | 0.04% | 160 |
|
|
2016
Q2 | $1.16M | Hold |
4,685
| – | – | 0.04% | 182 |
|
|
2016
Q1 | $1.04M | Buy |
4,685
+3,600
| +332% | +$775K | 0.03% | 190 |
|
|
2015
Q4 | $236K | Buy |
+1,085
| New | +$235K | 0.01% | 294 |
|
Other funds holding LMT
VCM
VPM
