West Oak Capital’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.8K | Sell |
5,365
-210
| -4% | -$95.3K | 1.06% | 35 |
|
|
2025
Q2 | $25.8K | Buy |
5,575
+640
| +13% | +$300K | 1.01% | 38 |
|
|
2025
Q1 | $22K | Buy |
4,935
+40
| +0.8% | +$18.4K | 0.85% | 37 |
|
|
2024
Q4 | $23.8M | Sell |
4,895
-70
| -1% | -$38.2K | 0.84% | 32 |
|
|
2024
Q3 | $29K | Sell |
4,965
-73
| -1% | -$39.2K | 0.54% | 24 |
|
|
2024
Q2 | $2.35M | Buy |
5,038
+334
| +7% | +$154K | 0.95% | 31 |
|
|
2024
Q1 | $2.14M | Sell |
4,704
-410
| -8% | -$180K | 0.91% | 34 |
|
|
2023
Q4 | $2.37M | Sell |
5,114
-50
| -1% | -$22.2K | 1.11% | 25 |
|
|
2023
Q3 | $2.11M | Buy |
5,164
+90
| +2% | +$39.9K | 1.05% | 29 |
|
|
2023
Q2 | $2.34M | Buy |
5,074
+510
| +11% | +$237K | 1.13% | 28 |
|
|
2023
Q1 | $2.16M | Sell |
4,564
-475
| -9% | -$223K | 1.09% | 29 |
|
|
2022
Q4 | $2.45M | Sell |
5,039
-125
| -2% | -$58.1K | 1.28% | 21 |
|
|
2022
Q3 | $2M | Hold |
5,164
| – | – | 1.08% | 34 |
|
|
2022
Q2 | $2.22M | Sell |
5,164
-164
| -3% | -$72K | 1.16% | 28 |
|
|
2022
Q1 | $2.35M | Buy |
5,328
+575
| +12% | +$233K | 1.06% | 32 |
|
|
2021
Q4 | $1.69M | Sell |
4,753
-1,002
| -17% | -$347K | 0.62% | 54 |
|
|
2021
Q3 | $1.99M | Buy |
5,755
+135
| +2% | +$48.9K | 0.77% | 47 |
|
|
2021
Q2 | $2.13M | Buy |
5,620
+155
| +3% | +$59.6K | 0.84% | 47 |
|
|
2021
Q1 | $2.02M | Buy |
5,465
+75
| +1% | +$25.7K | 0.86% | 46 |
|
|
2020
Q4 | $1.91M | Buy |
5,390
+90
| +2% | +$33.1K | 0.89% | 45 |
|
|
2020
Q3 | $2.03M | Sell |
5,300
-271
| -5% | -$103K | 1.12% | 32 |
|
|
2020
Q2 | $2.03M | Buy |
5,571
+55
| +1% | +$20.8K | 1.16% | 32 |
|
|
2020
Q1 | $1.87M | Buy |
5,516
+65
| +1% | +$25.6K | 1.28% | 25 |
|
|
2019
Q4 | $2.12M | Sell |
5,451
-747
| -12% | -$287K | 1.19% | 31 |
|
|
2019
Q3 | $2.42M | Sell |
6,198
-767
| -11% | -$288K | 1.42% | 19 |
|
|
2019
Q2 | $2.53M | Buy |
6,965
+15
| +0.2% | +$5.02K | 1.51% | 16 |
|
|
2019
Q1 | $2.09M | Buy |
6,950
+140
| +2% | +$41.1K | 1.3% | 19 |
|
|
2018
Q4 | $1.78M | Buy |
6,810
+95
| +1% | +$28.8K | 1.27% | 22 |
|
|
2018
Q3 | $2.32M | Buy |
6,715
+42
| +0.6% | +$13.6K | 1.34% | 14 |
|
|
2018
Q2 | $1.97M | Buy |
6,673
+115
| +2% | +$37.1K | 1.2% | 21 |
|
|
2018
Q1 | $2.22M | Sell |
6,558
-105
| -2% | -$35.7K | 1.31% | 13 |
|
|
2017
Q4 | $2.14M | Sell |
6,663
-179
| -3% | -$56.4K | 1.31% | 15 |
|
|
2017
Q3 | $2.12M | Sell |
6,842
-693
| -9% | -$207K | 1.26% | 14 |
|
|
2017
Q2 | $2.09M | Sell |
7,535
-205
| -3% | -$56.3K | 1.27% | 13 |
|
|
2017
Q1 | $2.07M | Sell |
7,740
-10
| -0.1% | -$2.62K | 1.28% | 17 |
|
|
2016
Q4 | $1.94M | Buy |
7,750
+35
| +0.5% | +$8.75K | 1.3% | 17 |
|
|
2016
Q3 | $1.85M | Buy |
7,715
+180
| +2% | +$45K | 1.27% | 21 |
|
|
2016
Q2 | $1.87M | Sell |
7,535
-110
| -1% | -$25.9K | 1.35% | 20 |
|
|
2016
Q1 | $1.69M | Sell |
7,645
-295
| -4% | -$63.5K | 1.3% | 23 |
|
|
2015
Q4 | $1.72M | Buy |
7,940
+75
| +1% | +$16.3K | 1.34% | 25 |
|
|
2015
Q3 | $1.63M | Sell |
7,865
-50
| -0.6% | -$10.2K | 1.32% | 17 |
|
|
2015
Q2 | $1.47M | Sell |
7,915
-295
| -4% | -$56.8K | 1.1% | 30 |
|
|
2015
Q1 | $1.67M | Sell |
8,210
-325
| -4% | -$64.2K | 1.22% | 22 |
|
|
2014
Q4 | $1.64M | Sell |
8,535
-495
| -5% | -$91.9K | 1.2% | 28 |
|
|
2014
Q3 | $1.65M | Sell |
9,030
-590
| -6% | -$100K | 1.24% | 25 |
|
|
2014
Q2 | $1.55M | Sell |
9,620
-122
| -1% | -$19.8K | 1.12% | 32 |
|
|
2014
Q1 | $1.59M | Sell |
9,742
-970
| -9% | -$152K | 1.17% | 28 |
|
|
2013
Q4 | $1.59M | Sell |
10,712
-135
| -1% | -$18.3K | 1.17% | 30 |
|
|
2013
Q3 | $1.38M | Sell |
10,847
-663
| -6% | -$80.5K | 1.08% | 30 |
|
|
2013
Q2 | $1.25M | Buy |
+11,510
| New | +$1.18M | 1.04% | 34 |
|
Other funds holding LMT
