Wharton Business Group’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 | $692K | Hold |
1,495
| – | – | 0.03% | 92 |
|
|
2025
Q1 | $668K | Hold |
1,495
| – | – | 0.03% | 87 |
|
|
2024
Q4 | $726K | Hold |
1,495
| – | – | 0.03% | 85 |
|
|
2024
Q3 | $874K | Hold |
1,495
| – | – | 0.04% | 86 |
|
|
2024
Q2 | $698K | Sell |
1,495
-124
| -8% | -$57.9K | 0.04% | 84 |
|
|
2024
Q1 | $736K | Hold |
1,619
| – | – | 0.04% | 84 |
|
|
2023
Q4 | $734K | Hold |
1,619
| – | – | 0.04% | 82 |
|
|
2023
Q3 | $662K | Hold |
1,619
| – | – | 0.04% | 88 |
|
|
2023
Q2 | $745K | Hold |
1,619
| – | – | 0.05% | 76 |
|
|
2023
Q1 | $765K | Hold |
1,619
| – | – | 0.05% | 78 |
|
|
2022
Q4 | $788K | Hold |
1,619
| – | – | 0.05% | 81 |
|
|
2022
Q3 | $625K | Hold |
1,619
| – | – | 0.04% | 79 |
|
|
2022
Q2 | $696K | Hold |
1,619
| – | – | 0.05% | 77 |
|
|
2022
Q1 | $715K | Sell |
1,619
-150
| -8% | -$66.2K | 0.04% | 73 |
|
|
2021
Q4 | $629K | Buy |
+1,769
| New | +$629K | 0.04% | 82 |
|
|
2021
Q3 | – | Sell |
-1,769
| Closed | -$669K | – | 107 |
|
|
2021
Q2 | $669K | Hold |
1,769
| – | – | 0.05% | 68 |
|
|
2021
Q1 | $654K | Buy |
1,769
+19
| +1% | +$7.02K | 0.05% | 66 |
|
|
2020
Q4 | $621K | Hold |
1,750
| – | – | 0.05% | 64 |
|
|
2020
Q3 | $671K | Hold |
1,750
| – | – | 0.06% | 63 |
|
|
2020
Q2 | $639K | Sell |
1,750
-3
| -0.2% | -$1.1K | 0.06% | 62 |
|
|
2020
Q1 | $594K | Sell |
1,753
-442
| -20% | -$150K | 0.07% | 56 |
|
|
2019
Q4 | $855K | Sell |
2,195
-260
| -11% | -$101K | 0.08% | 54 |
|
|
2019
Q3 | $958K | Hold |
2,455
| – | – | 0.1% | 53 |
|
|
2019
Q2 | $892K | Hold |
2,455
| – | – | 0.09% | 55 |
|
|
2019
Q1 | $737K | Hold |
2,455
| – | – | 0.08% | 58 |
|
|
2018
Q4 | $643K | Hold |
2,455
| – | – | 0.08% | 61 |
|
|
2018
Q3 | $849K | Sell |
2,455
-14
| -0.6% | -$4.84K | 0.08% | 59 |
|
|
2018
Q2 | $729K | Hold |
2,469
| – | – | 0.08% | 62 |
|
|
2018
Q1 | $834K | Sell |
2,469
-126
| -5% | -$42.6K | 0.09% | 57 |
|
|
2017
Q4 | $833K | Hold |
2,595
| – | – | 0.09% | 65 |
|
|
2017
Q3 | $805K | Hold |
2,595
| – | – | 0.09% | 63 |
|
|
2017
Q2 | $720K | Sell |
2,595
-540
| -17% | -$150K | 0.08% | 68 |
|
|
2017
Q1 | $839K | Sell |
3,135
-1,005
| -24% | -$269K | 0.09% | 71 |
|
|
2016
Q4 | $1.04M | Hold |
4,140
| – | – | 0.12% | 72 |
|
|
2016
Q3 | $992K | Sell |
4,140
-2,385
| -37% | -$571K | 0.12% | 75 |
|
|
2016
Q2 | $1.62M | Sell |
6,525
-7,800
| -54% | -$1.94M | 0.19% | 71 |
|
|
2016
Q1 | $3.17M | Sell |
14,325
-4,080
| -22% | -$904K | 0.35% | 51 |
|
|
2015
Q4 | $4M | Buy |
18,405
+13,405
| +268% | +$2.91M | 0.4% | 51 |
|
|
2015
Q3 | $1.04M | Sell |
5,000
-235
| -4% | -$48.7K | 0.1% | 85 |
|
|
2015
Q2 | $973 | Sell |
5,235
-1,150
| -18% | -$214 | 0.06% | 90 |
|
|
2015
Q1 | $1.3M | Sell |
6,385
-61,385
| -91% | -$12.5M | 0.11% | 91 |
|
|
2014
Q4 | $13.1M | Buy |
67,770
+1,210
| +2% | +$233K | 1.08% | 32 |
|
|
2014
Q3 | $12.2M | Buy |
66,560
+11,635
| +21% | +$2.13M | 1.08% | 33 |
|
|
2014
Q2 | $8.83M | Buy |
54,925
+2,340
| +4% | +$376K | 0.97% | 35 |
|
|
2014
Q1 | $8.58M | Buy |
52,585
+28,380
| +117% | +$4.63M | 0.69% | 43 |
|
|
2013
Q4 | $3.6M | Buy |
24,205
+14,090
| +139% | +$2.09M | 0.3% | 63 |
|
|
2013
Q3 | $1.29M | Buy |
10,115
+1,905
| +23% | +$243K | 0.11% | 95 |
|
|
2013
Q2 | $890K | Buy |
+8,210
| New | +$890K | 0.08% | 108 |
|