Current Value of Holding

$155 Million

Shares

332 Thousand

% of Portfolio

1.38%

Average Buy Price

$343

Avg closing price
Price range

13 Donald Yacktman Lockheed Martin Trades

Donald Yacktman acquired 332 Thousand Lockheed Martin shares worth $155 Million. That's 1.38% of their equity portfolio (28th largest holding). The first Lockheed Martin trade was made in Q1 2021. Since then Donald Yacktman bought shares three more times and sold shares on nine occasions. The stake costed the investor $114 Million, netting the investor a gain of 36% so far.

Avg closing price
Price range
Sold 0.2% shares (-589 shares) Q1 2024
Avg closing price $438.27
Price range $418.19 - $463.18
Sold 0.3% shares (-1.05 Thousand shares) Q4 2023
Avg closing price $443.05
Price range $397.35 - $458.04
Increased shares by 0.1% (+318 shares) Q3 2023
Avg closing price $443.64
Price range $408.72 - $469.97
Sold 0.1% shares (-401 shares) Q2 2023
Avg closing price $464.17
Price range $442.83 - $501.41
Sold 0.3% shares (-916 shares) Q1 2023
Avg closing price $468.94
Price range $439.31 - $481.97
Sold 6.2% shares (-22 Thousand shares) Q4 2022
Avg closing price $464.67
Price range $389.41 - $496.23
Sold 0.2% shares (-665 shares) Q3 2022
Avg closing price $417.56
Price range $386.29 - $441.59
Sold 0.3% shares (-1.21 Thousand shares) Q2 2022
Avg closing price $439.09
Price range $404.01 - $469.19
Sold 0.3% shares (-1.02 Thousand shares) Q1 2022
Avg closing price $405.38
Price range $354.36 - $466.15
Increased shares by 0.8% (+3.02 Thousand shares) Q4 2021
Avg closing price $345.87
Price range $326.31 - $376.33
Increased shares by 0.1% (+353 shares) Q3 2021
Avg closing price $361.90
Price range $336.05 - $383.48
Sold 5.2% shares (-19.5 Thousand shares) Q2 2021
Avg closing price $384.49
Price range $371.02 - $394.10
New holding (+375 Thousand shares) Q1 2021
Avg closing price $343.08
Price range $321.82 - $372.79

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