Institute For Wealth Management, Llc. Lockheed Martin Corp Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Lockheed Martin Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,567 shares of LMT stock, worth $1.46 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,567

Previous 2,601 1.31%

Holding current value

$1.46 Million

Previous $1.21 Million 23.56%

% of portfolio

0.19%

Previous 0.16%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$460.3 - $584.56 $15,650 - $19,875	-34 Reduced 1.31%	2,567 $1.5 Million
Q2 2024 Jul 25, 2024	SELL	$447.57 - $471.51 $8,951 - $9,430	-20 Reduced 0.76%	2,601 $1.21 Million
Q1 2024 Apr 30, 2024	SELL	$418.19 - $463.18 $29,691 - $32,885	-71 Reduced 2.64%	2,621 $1.19 Million
Q4 2023 Jan 31, 2024	SELL	$397.35 - $458.04 $49,271 - $56,796	-124 Reduced 4.4%	2,692 $1.22 Million
Q2 2023 Jul 25, 2023	SELL	$442.83 - $501.41 $42,511 - $48,135	-96 Reduced 3.3%	2,816 $1.3 Million
Q1 2023 Apr 20, 2023	SELL	$439.31 - $481.97 $6,589 - $7,229	-15 Reduced 0.51%	2,912 $1.38 Million
Q4 2022 Feb 02, 2023	BUY	$389.41 - $496.3 $25,701 - $32,755	66 Added 2.31%	2,927 $1.42 Million
Q3 2022 Oct 18, 2022	BUY	$386.29 - $441.59 $28,585 - $32,677	74 Added 2.66%	2,861 $1.11 Million
Q2 2022 Jul 25, 2022	BUY	$404.01 - $469.19 $59,389 - $68,970	147 Added 5.57%	2,787 $1.2 Million
Q1 2022 Apr 29, 2022	BUY	$354.36 - $466.15 $45,358 - $59,667	128 Added 5.1%	2,640 $1.17 Million
Q4 2021 Jan 21, 2022	BUY	$326.31 - $376.33 $27,736 - $31,988	85 Added 3.5%	2,512 $893,000
Q3 2021 Nov 15, 2021	BUY	$336.05 - $383.48 $49,399 - $56,371	147 Added 6.45%	2,427 $838,000
Q2 2021 Jul 21, 2021	BUY	$371.02 - $394.1 $13,356 - $14,187	36 Added 1.6%	2,280 $863,000
Q1 2021 May 04, 2021	BUY	$321.82 - $372.79 $76,914 - $89,096	239 Added 11.92%	2,244 $829,000
Q4 2020 Feb 01, 2021	BUY	$347.92 - $390.72 $86,632 - $97,289	249 Added 14.18%	2,005 $712,000
Q3 2020 Nov 03, 2020	SELL	$339.96 - $398.07 $16,998 - $19,903	-50 Reduced 2.77%	1,756 $673,000
Q2 2020 Jul 30, 2020	SELL	$338.52 - $414.3 $3,046 - $3,728	-9 Reduced 0.5%	1,806 $659,000
Q1 2020 Apr 29, 2020	BUY	$276.8 - $439.85 $553 - $879	2 Added 0.11%	1,815 $615,000
Q4 2019 Feb 27, 2020	BUY	$370.73 - $394.24 $410,398 - $436,423	1,107 Added 156.8%	1,813 $706,000
Q4 2019 Jan 27, 2020	SELL	$370.73 - $394.24 $406,690 - $432,481	-1,097 Reduced 60.84%	706 $706,000
Q3 2019 Oct 28, 2019	SELL	$356.21 - $397.04 $532,890 - $593,971	-1,496 Reduced 45.35%	1,803 $703,000
Q2 2019 Aug 02, 2019	SELL	$297.27 - $363.54 $131,096 - $160,321	-441 Reduced 11.79%	3,299 $1.2 Million
Q1 2019 May 15, 2019	BUY	$258.08 - $309.47 $965,219 - $1.16 Million	3,740 New	3,740 $1.12 Million
Q3 2017 Nov 14, 2017	SELL	$292.13 - $310.29 $1.09 Million - $1.16 Million	-3,729 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	3,729	3,729 $1.04 Million

Others Institutions Holding LMT

# of Institutions

2,789

Shares Held

173M

Call Options Held

3.15M

Put Options Held

2.48M

View Full List

About LOCKHEED MARTIN CORP

Ticker LMT
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 262,074,000
Market Cap $150B
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...

More about LMT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Lockheed Martin Corp Transaction History