Evercore Wealth Management, LLC Lockheed Martin Corp Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Lockheed Martin Corp stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 4,355 shares of LMT stock, worth $2.29 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,355

Previous 4,355 -0.0%

Holding current value

$2.29 Million

Previous $2.03 Million 25.12%

% of portfolio

0.04%

Previous 0.03%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$447.57 - $471.51 $17,455 - $18,388	-39 Reduced 0.89%	4,355 $2.03 Million
Q1 2024 May 15, 2024	SELL	$418.19 - $463.18 $240,877 - $266,791	-576 Reduced 11.59%	4,394 $2 Million
Q4 2023 Feb 14, 2024	BUY	$397.35 - $458.04 $110,065 - $126,877	277 Added 5.9%	4,970 $2.25 Million
Q3 2023 Nov 14, 2023	BUY	$408.72 - $469.97 $10,218 - $11,749	25 Added 0.54%	4,693 $1.92 Million
Q2 2023 Aug 04, 2023	BUY	$442.83 - $501.41 $168,275 - $190,535	380 Added 8.86%	4,668 $2.15 Million
Q1 2023 May 15, 2023	SELL	$439.31 - $481.97 $91,815 - $100,731	-209 Reduced 4.65%	4,288 $2.03 Million
Q4 2022 Feb 14, 2023	SELL	$389.41 - $496.3 $14,018 - $17,866	-36 Reduced 0.79%	4,497 $2.19 Million
Q3 2022 Nov 14, 2022	BUY	$386.29 - $441.59 $15,837 - $18,105	41 Added 0.91%	4,533 $1.75 Million
Q2 2022 Aug 15, 2022	SELL	$404.01 - $469.19 $20,200 - $23,459	-50 Reduced 1.1%	4,492 $1.93 Million
Q1 2022 May 16, 2022	BUY	$354.36 - $466.15 $35,436 - $46,615	100 Added 2.25%	4,542 $2.01 Million
Q4 2021 Feb 14, 2022	SELL	$326.31 - $376.33 $7,831 - $9,031	-24 Reduced 0.54%	4,442 $1.58 Million
Q3 2021 Nov 15, 2021	SELL	$336.05 - $383.48 $30,244 - $34,513	-90 Reduced 1.98%	4,466 $1.54 Million
Q2 2021 Aug 16, 2021	SELL	$371.02 - $394.1 $76,801 - $81,578	-207 Reduced 4.35%	4,556 $1.72 Million
Q1 2021 May 17, 2021	SELL	$321.82 - $372.79 $414,825 - $480,526	-1,289 Reduced 21.3%	4,763 $1.76 Million
Q4 2020 Feb 16, 2021	SELL	$347.92 - $390.72 $5,218 - $5,860	-15 Reduced 0.25%	6,052 $2.15 Million
Q3 2020 Nov 16, 2020	SELL	$339.96 - $398.07 $623,486 - $730,060	-1,834 Reduced 23.21%	6,067 $2.33 Million
Q2 2020 Aug 13, 2020	SELL	$338.52 - $414.3 $33,852 - $41,430	-100 Reduced 1.25%	7,901 $2.88 Million
Q1 2020 May 14, 2020	SELL	$276.8 - $439.85 $20,760 - $32,988	-75 Reduced 0.93%	8,001 $2.71 Million
Q4 2019 Feb 13, 2020	SELL	$370.73 - $394.24 $27,804 - $29,568	-75 Reduced 0.92%	8,076 $3.14 Million
Q3 2019 Nov 14, 2019	BUY	$356.21 - $397.04 $87,983 - $98,068	247 Added 3.13%	8,151 $3.18 Million
Q2 2019 Aug 13, 2019	BUY	$297.27 - $363.54 $96,018 - $117,423	323 Added 4.26%	7,904 $2.87 Million
Q1 2019 May 14, 2019	BUY	$258.08 - $309.47 $274,597 - $329,276	1,064 Added 16.33%	7,581 $2.28 Million
Q4 2018 Feb 13, 2019	SELL	$245.22 - $349.93 $2,697 - $3,849	-11 Reduced 0.17%	6,517 $1.71 Million
Q3 2018 Nov 13, 2018	SELL	$299.12 - $346.05 $12,263 - $14,188	-41 Reduced 0.62%	6,528 $2.26 Million
Q2 2018 Aug 14, 2018	SELL	$294.78 - $358.6 $56,008 - $68,134	-190 Reduced 2.81%	6,569 $1.94 Million
Q1 2018 May 15, 2018	SELL	$318.54 - $361.0 $408,049 - $462,441	-1,281 Reduced 15.93%	6,759 $2.28 Million
Q4 2017 Feb 13, 2018	SELL	$306.6 - $322.82 $24,528 - $25,825	-80 Reduced 0.99%	8,040 $2.58 Million
Q3 2017 Nov 13, 2017	BUY	$292.13 - $310.29 $2.37 Million - $2.52 Million	8,120	8,120 $2.52 Million

Others Institutions Holding LMT

# of Institutions

2,867

Shares Held

173M

Call Options Held

3.54M

Put Options Held

2.97M

View Full List

About LOCKHEED MARTIN CORP

Ticker LMT
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 262,074,000
Market Cap $138B
Description
Lockheed Martin Corporation, a security and aerospace company, engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services worldwide. It operates through four segments: Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space. The Aeronautics segment o...

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Evercore Wealth Management, LLC Lockheed Martin Corp Transaction History