David Katz - Matrix Asset Advisors Inc
Holding/activity history for Lockheed Martin Corp. (LMT)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 33,055 | 1.83 | Reduce 0.07% | <0.01 | $604.39 | $19,978,105 | SEC |
| 2025 Q4 | 33,077 | 1.44 | Add 43.88% | 0.44 | $483.67 | $15,998,347 | SEC |
| 2025 Q3 | 22,990 | 1.06 | Buy | 1.06 | $499.21 | $11,476,832 | SEC |
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | 0.03 | SEC | ||
| 2024 Q4 | 526 | 0.03 | Buy | 0.03 | $485.94 | $255,604 | SEC |