Wellington Shields & Co’s Lockheed Martin LMT Stock Holding History

Wellington Shields & Co’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.28M	Buy	2,760 +100	+4%	+$46.3K	0.36%	68
2025 Q1	$1.19M	Buy	2,660 +400	+18%	+$179K	0.37%	65
2024 Q4	$1.1M	Sell	2,260 -3	-0.1%	-$1.46K	0.34%	69
2024 Q3	$1.32M	Buy	2,263 +3	+0.1%	+$1.75K	0.4%	58
2024 Q2	$1.06M	Hold	2,260	–	–	0.34%	67
2024 Q1	$1.03M	Hold	2,260	–	–	0.34%	71
2023 Q4	$1.02M	Sell	2,260 -50	-2%	-$22.7K	0.38%	64
2023 Q3	$945K	Sell	2,310 -25	-1%	-$10.2K	0.24%	59
2023 Q2	$1.07M	Buy	2,335 +10	+0.4%	+$4.6K	0.25%	57
2023 Q1	$1.1M	Sell	2,325 -60	-3%	-$28.4K	0.25%	55
2022 Q4	$1.16M	Hold	2,385	–	–	0.26%	52
2022 Q3	$921K	Hold	2,385	–	–	0.4%	60
2022 Q2	$1.03M	Hold	2,385	–	–	0.25%	65
2022 Q1	$1.05M	Sell	2,385 -150	-6%	-$66.2K	0.35%	73
2021 Q4	$901K	Sell	2,535 -950	-27%	-$338K	0.18%	87
2021 Q3	$1.2M	Hold	3,485	–	–	0.42%	62
2021 Q2	$1.32M	Sell	3,485 -100	-3%	-$37.8K	0.44%	58
2021 Q1	$1.33M	Sell	3,585 -235	-6%	-$86.9K	0.47%	53
2020 Q4	$1.36M	Hold	3,820	–	–	0.49%	48
2020 Q3	$1.46M	Hold	3,820	–	–	0.62%	40
2020 Q2	$1.39M	Sell	3,820 -14	-0.4%	-$5.11K	0.61%	40
2020 Q1	$1.3M	Sell	3,834 -1,000	-21%	-$339K	0.72%	38
2019 Q4	$1.88M	Buy	+4,834	New	+$1.88M	0.83%	30
2019 Q3	–	Sell	-4,800	Closed	-$1.75M	–	160
2019 Q2	$1.75M	Sell	4,800 -800	-14%	-$291K	0.82%	32
2019 Q1	$1.68M	Buy	5,600 +700	+14%	+$210K	0.86%	31
2018 Q4	$1.28M	Buy	4,900 +2,750	+128%	+$720K	0.73%	37
2018 Q3	$744K	Hold	2,150	–	–	0.4%	63
2018 Q2	$635K	Hold	2,150	–	–	0.33%	70
2018 Q1	$727K	Buy	2,150 +30	+1%	+$10.1K	0.39%	61
2017 Q4	$681K	Buy	2,120 +650	+44%	+$209K	0.37%	69
2017 Q3	$456K	Hold	1,470	–	–	0.15%	85
2017 Q2	$408K	Hold	1,470	–	–	0.14%	82
2017 Q1	$393K	Buy	1,470 +350	+31%	+$93.6K	0.12%	77
2016 Q4	$280K	Hold	1,120	–	–	0.15%	97
2016 Q3	$268K	Hold	1,120	–	–	0.14%	86
2016 Q2	$278K	Buy	+1,120	New	+$278K	0.17%	87