WSCM
Wellington Shields Capital Management’s Lockheed Martin LMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.72M | Sell |
3,721
-400
| -10% | -$185K | 0.29% | 80 |
|
2025
Q1 | $1.84M | Buy |
4,121
+173
| +4% | +$77.3K | 0.33% | 68 |
|
2024
Q4 | $1.92M | Buy |
3,948
+2
| +0.1% | +$972 | 0.34% | 64 |
|
2024
Q3 | $2.31M | Sell |
3,946
-40
| -1% | -$23.4K | 0.4% | 58 |
|
2024
Q2 | $1.86M | Buy |
3,986
+791
| +25% | +$369K | 0.34% | 62 |
|
2024
Q1 | $1.45M | Hold |
3,195
| – | – | 0.27% | 83 |
|
2023
Q4 | $1.45M | Sell |
3,195
-588
| -16% | -$267K | 0.18% | 85 |
|
2023
Q3 | $1.55M | Sell |
3,783
-664
| -15% | -$272K | 0.2% | 72 |
|
2023
Q2 | $2.05M | Sell |
4,447
-15
| -0.3% | -$6.91K | 0.25% | 57 |
|
2023
Q1 | $2.11M | Buy |
4,462
+51
| +1% | +$24.1K | 0.25% | 57 |
|
2022
Q4 | $2.15M | Buy |
4,411
+632
| +17% | +$307K | 0.26% | 51 |
|
2022
Q3 | $1.46M | Buy |
3,779
+1
| +0% | +$386 | 0.35% | 71 |
|
2022
Q2 | $1.63M | Sell |
3,778
-118
| -3% | -$50.8K | 0.2% | 65 |
|
2022
Q1 | $1.72M | Sell |
3,896
-7,992
| -67% | -$3.53M | 0.19% | 78 |
|
2021
Q4 | $4.23M | Sell |
11,888
-774
| -6% | -$275K | 0.54% | 38 |
|
2021
Q3 | $4.37M | Buy |
12,662
+86
| +0.7% | +$29.7K | 0.6% | 31 |
|
2021
Q2 | $4.76M | Buy |
12,576
+12
| +0.1% | +$4.54K | 0.58% | 33 |
|
2021
Q1 | $4.64M | Sell |
12,564
-5,755
| -31% | -$2.13M | 0.44% | 49 |
|
2020
Q4 | $6.5M | Buy |
18,319
+65
| +0.4% | +$23.1K | 0.87% | 23 |
|
2020
Q3 | $7M | Sell |
18,254
-380
| -2% | -$146K | 1.11% | 18 |
|
2020
Q2 | $6.8M | Buy |
18,634
+10
| +0.1% | +$3.65K | 1.09% | 16 |
|
2020
Q1 | $6.31M | Buy |
18,624
+18
| +0.1% | +$6.1K | 1.19% | 14 |
|
2019
Q4 | $7.25M | Hold |
18,606
| – | – | 1.11% | 18 |
|
2019
Q3 | $7.26M | Sell |
18,606
-200
| -1% | -$78K | 1.18% | 15 |
|
2019
Q2 | $6.84M | Hold |
18,806
| – | – | 1.13% | 14 |
|
2019
Q1 | $5.65M | Buy |
18,806
+105
| +0.6% | +$31.5K | 0.96% | 15 |
|
2018
Q4 | $4.9M | Sell |
18,701
-139
| -0.7% | -$36.4K | 0.93% | 16 |
|
2018
Q3 | $6.52M | Sell |
18,840
-400
| -2% | -$138K | 1.05% | 13 |
|
2018
Q2 | $5.68M | Buy |
19,240
+600
| +3% | +$177K | 0.94% | 19 |
|
2018
Q1 | $6.3M | Buy |
18,640
+1,712
| +10% | +$579K | 0.95% | 14 |
|
2017
Q4 | $5.44M | Buy |
16,928
+2,988
| +21% | +$959K | 0.84% | 17 |
|
2017
Q3 | $4.33M | Hold |
13,940
| – | – | 0.71% | 28 |
|
2017
Q2 | $3.87M | Hold |
13,940
| – | – | 0.63% | 35 |
|
2017
Q1 | $3.73M | Buy |
13,940
+200
| +1% | +$53.5K | 0.6% | 34 |
|
2016
Q4 | $3.43M | Hold |
13,740
| – | – | 0.57% | 36 |
|
2016
Q3 | $3.29M | Buy |
13,740
+75
| +0.5% | +$18K | 0.57% | 37 |
|
2016
Q2 | $3.39M | Buy |
13,665
+3,755
| +38% | +$932K | 0.57% | 38 |
|
2016
Q1 | $2.2M | Sell |
9,910
-740
| -7% | -$164K | 0.38% | 57 |
|
2015
Q4 | $2.31M | Buy |
10,650
+650
| +7% | +$141K | 0.39% | 53 |
|
2015
Q3 | $2.07M | Hold |
10,000
| – | – | 0.36% | 52 |
|
2015
Q2 | $1.86M | Hold |
10,000
| – | – | 0.28% | 72 |
|
2015
Q1 | $2.03M | Hold |
10,000
| – | – | 0.3% | 65 |
|
2014
Q4 | $1.93M | Sell |
10,000
-1,000
| -9% | -$193K | 0.31% | 69 |
|
2014
Q3 | $2.01M | Hold |
11,000
| – | – | 0.33% | 57 |
|
2014
Q2 | $1.77M | Sell |
11,000
-1,000
| -8% | -$161K | 0.28% | 71 |
|
2014
Q1 | $1.96M | Hold |
12,000
| – | – | 0.34% | 55 |
|
2013
Q4 | $1.78M | Sell |
12,000
-1,000
| -8% | -$149K | 0.32% | 56 |
|
2013
Q3 | $1.66M | Hold |
13,000
| – | – | 0.32% | 62 |
|
2013
Q2 | $1.41M | Buy |
+13,000
| New | +$1.41M | 0.25% | 77 |
|