Wendell David Associates’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 | $3.39M | Sell |
7,329
-42
| -0.6% | -$19.5K | 0.34% | 59 |
|
|
2025
Q1 | $3.29M | Buy |
7,371
+218
| +3% | +$97.4K | 0.33% | 58 |
|
|
2024
Q4 | $3.48M | Buy |
7,153
+82
| +1% | +$39.8K | 0.34% | 55 |
|
|
2024
Q3 | $4.13M | Buy |
7,071
+907
| +15% | +$530K | 0.4% | 52 |
|
|
2024
Q2 | $2.88M | Buy |
6,164
+312
| +5% | +$146K | 0.29% | 63 |
|
|
2024
Q1 | $2.66M | Buy |
5,852
+568
| +11% | +$258K | 0.27% | 68 |
|
|
2023
Q4 | $2.4M | Buy |
5,284
+2,961
| +127% | +$1.34M | 0.26% | 70 |
|
|
2023
Q3 | $950K | Buy |
+2,323
| New | +$950K | 0.11% | 85 |
|