A detailed history of Mount Yale Investment Advisors, LLC transactions in Lockheed Martin Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 1,142 shares of LMT stock, worth $645,789. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,142
Previous 1,636 30.2%
Holding current value
$645,789
Previous $744,000 28.36%
% of portfolio
0.04%
Previous 0.06%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$447.57 - $471.51 $221,099 - $232,925
-494 Reduced 30.2%
1,142 $533,000
Q1 2024

May 15, 2024

BUY
$418.19 - $463.18 $89,910 - $99,583
215 Added 15.13%
1,636 $744,000
Q4 2023

Feb 12, 2024

BUY
$397.35 - $458.04 $2,781 - $3,206
7 Added 0.5%
1,421 $644,000
Q3 2023

Oct 11, 2023

BUY
$408.72 - $469.97 $11,035 - $12,689
27 Added 1.95%
1,414 $578,000
Q2 2023

Aug 14, 2023

SELL
$442.83 - $501.41 $37,640 - $42,619
-85 Reduced 5.77%
1,387 $638,000
Q1 2023

May 11, 2023

SELL
$439.31 - $481.97 $272,811 - $299,303
-621 Reduced 29.67%
1,472 $695,000
Q4 2022

Feb 13, 2023

SELL
$389.41 - $496.3 $21,417 - $27,296
-55 Reduced 2.56%
2,093 $1.02 Million
Q3 2022

Nov 07, 2022

SELL
$386.29 - $441.59 $589,864 - $674,307
-1,527 Reduced 41.55%
2,148 $830,000
Q2 2022

Aug 02, 2022

BUY
$404.01 - $469.19 $248,062 - $288,082
614 Added 20.06%
3,675 $1.58 Million
Q1 2022

May 03, 2022

BUY
$354.36 - $466.15 $169,738 - $223,285
479 Added 18.55%
3,061 $1.35 Million
Q4 2021

Feb 02, 2022

BUY
$326.31 - $376.33 $232,332 - $267,946
712 Added 38.07%
2,582 $918,000
Q3 2021

Nov 02, 2021

BUY
$336.05 - $383.48 $628,413 - $717,107
1,870 New
1,870 $645,000
Q2 2020

Jul 09, 2020

SELL
$338.52 - $414.3 $483,406 - $591,620
-1,428 Closed
0 $0
Q1 2020

May 04, 2020

BUY
$276.8 - $439.85 $85,254 - $135,473
308 Added 27.5%
1,428 $484,000
Q4 2019

Feb 13, 2020

BUY
$370.73 - $394.24 $31,141 - $33,116
84 Added 8.11%
1,120 $479,000
Q3 2019

Nov 14, 2019

BUY
$356.21 - $397.04 $28,853 - $32,160
81 Added 8.48%
1,036 $400,000
Q2 2019

Aug 13, 2019

BUY
$297.27 - $363.54 $5,648 - $6,907
19 Added 2.03%
955 $353,000
Q1 2019

May 15, 2019

SELL
$258.08 - $309.47 $5,935 - $7,117
-23 Reduced 2.4%
936 $281,000
Q4 2018

Feb 14, 2019

BUY
$245.22 - $349.93 $21,088 - $30,093
86 Added 9.85%
959 $288,000
Q3 2018

Nov 13, 2018

BUY
$299.12 - $346.05 $11,665 - $13,495
39 Added 4.68%
873 $270,000
Q2 2018

Aug 22, 2018

SELL
$294.78 - $358.6 $4,421 - $5,379
-15 Reduced 1.77%
834 $246,000
Q1 2018

Jun 25, 2018

BUY
$318.54 - $361.0 $270,440 - $306,489
849 New
849 $287,000

Others Institutions Holding LMT

About LOCKHEED MARTIN CORP


  • Ticker LMT
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 262,074,000
  • Market Cap $148B
  • 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

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.