| Filed | As-Of/On | Form | Fullname | Symbol | Country | Industry | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypothetical Return | Hypothetical Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
History |
|---|
| 2009-11-06 | 2009-09-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 1,288,360 | Sold Some | -151,395 | -10.51 % | $95,042,317 | $98,044,196 | $3,001,879 | 3.15 % | $-352,750 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2009-08-03 | 2009-06-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 1,439,755 | Added More | 80,334 | 5.90 % | $109,061,441 | $109,565,356 | $503,914 | 0.46 % | $28,117 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2009-05-04 | 2009-03-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 1,359,421 | Sold Some | -324,325 | -19.26 % | $109,215,883 | $103,451,938 | $-5,763,945 | -5.27 % | $1,375,138 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2009-02-13 | 2008-12-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 1,683,746 | Sold Some | -350,557 | -17.23 % | $132,123,549 | $128,133,071 | $-3,990,478 | -3.02 % | $830,820 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2008-11-06 | 2008-09-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 2,034,303 | Sold Some | -147,812 | -6.77 % | $156,275,156 | $154,810,458 | $-1,464,698 | -0.93 % | $106,425 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2008-08-14 | 2008-06-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 2,182,115 | Sold Some | -185,118 | -7.82 % | $246,971,776 | $166,058,952 | $-80,912,824 | -32.76 % | $6,864,175 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2008-05-14 | 2008-03-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 2,367,233 | Sold Some | -126,034 | -5.05 % | $257,341,899 | $180,146,431 | $-77,195,468 | -29.99 % | $4,109,969 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2008-02-14 | 2007-12-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 2,493,267 | Sold Some | -25,057 | -0.99 % | $267,028,896 | $189,737,619 | $-77,291,277 | -28.94 % | $776,767 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2007-11-14 | 2007-09-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 2,518,324 | Added More | 54,064 | 2.19 % | $281,800,456 | $191,644,456 | $-90,155,999 | -31.99 % | $-1,935,491 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2007-08-10 | 2007-06-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 2,464,260 | Added More | 56,746 | 2.35 % | $232,404,361 | $187,530,186 | $-44,874,175 | -19.30 % | $-1,033,345 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2007-05-15 | 2007-03-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 2,407,514 | Added More | 313,961 | 14.99 % | $239,571,718 | $183,211,815 | $-56,359,903 | -23.52 % | $-7,349,827 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2007-02-14 | 2006-12-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 2,093,553 | Sold Some | -38,071 | -1.78 % | $214,212,343 | $159,319,383 | $-54,892,960 | -25.62 % | $998,222 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2006-11-14 | 2006-09-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 2,131,624 | Added More | 39,718 | 1.89 % | $187,668,177 | $162,216,586 | $-25,451,591 | -13.56 % | $-474,233 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2006-08-14 | 2006-06-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 2,091,906 | Added More | 26,294 | 1.27 % | $173,732,793 | $159,194,047 | $-14,538,747 | -8.36 % | $-182,743 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2006-05-15 | 2006-03-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 2,065,612 | Added More | 366,927 | 21.60 % | $155,829,769 | $157,193,073 | $1,363,304 | 0.87 % | $242,172 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2006-02-14 | 2005-12-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 1,698,685 | Added More | 392,744 | 30.07 % | $123,443,439 | $129,269,929 | $5,826,490 | 4.71 % | $1,347,112 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2005-11-10 | 2005-09-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 1,305,941 | Added More | 357,160 | 37.64 % | $77,272,529 | $99,382,110 | $22,109,581 | 28.61 % | $6,046,719 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2005-08-08 | 2005-06-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 948,781 | Added More | 130,430 | 15.93 % | $59,962,959 | $72,202,234 | $12,239,275 | 20.41 % | $1,682,547 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2005-05-05 | 2005-03-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 818,351 | Added More | 147,679 | 22.01 % | $51,867,086 | $62,276,511 | $10,409,425 | 20.06 % | $1,878,477 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2005-02-10 | 2004-12-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 670,672 | Sold Some | -12,100 | -1.77 % | $40,039,118 | $51,038,139 | $10,999,021 | 27.47 % | $-198,440 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 682,772 | New Holding | 682,772 | 100 % | $39,593,948 | $51,958,949 | $12,365,001 | 31.22 % | $12,365,001 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2004-08-13 | 2004-06-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 0 | Sold All | -681,672 | -100 % | - | - | - | 43.63 % | $-15,760,257 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2004-05-12 | 2004-03-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 681,672 | Sold Some | -2,410 | -0.35 % | $32,658,906 | $51,875,239 | $19,216,334 | 58.83 % | $-67,938 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2004-02-13 | 2003-12-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 684,082 | Added More | 5,500 | 0.81 % | $33,793,651 | $52,058,640 | $18,264,989 | 54.04 % | $146,850 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2003-11-14 | 2003-09-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 678,582 | Added More | 600 | 0.08 % | $30,671,906 | $51,640,090 | $20,968,184 | 68.36 % | $18,540 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2003-08-12 | 2003-06-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 677,982 | Added More | 3,450 | 0.51 % | $34,563,522 | $51,594,430 | $17,030,908 | 49.27 % | $86,664 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2003-05-14 | 2003-03-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 674,532 | Sold Some | -5,750 | -0.84 % | $33,436,551 | $51,331,885 | $17,895,334 | 53.52 % | $-152,548 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2003-02-11 | 2002-12-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 680,282 | Added More | 13,800 | 2.07 % | $33,197,762 | $51,769,460 | $18,571,699 | 55.94 % | $376,740 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2002-11-14 | 2002-09-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 666,482 | Added More | 79,834 | 13.60 % | $33,677,335 | $50,719,280 | $17,041,945 | 50.60 % | $2,041,355 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2001-05-23 | 2001-03-31 | 13F-HR/A | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 586,648 | Added More | 113,354 | 23.95 % | $22,879,272 | $44,643,913 | $21,764,641 | 95.12 % | $4,205,433 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2000-05-12 | 2000-03-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 473,294 | Added More | 1,400 | 0.29 % | $12,215,718 | $36,017,673 | $23,801,955 | 194.84 % | $70,406 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 2000-02-11 | 1999-12-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 471,894 | Sold Some | -45,600 | -8.81 % | $8,258,145 | $35,911,133 | $27,652,988 | 334.85 % | $-2,672,160 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 1999-11-12 | 1999-09-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 517,494 | Added More | 34,500 | 7.14 % | $9,832,386 | $39,381,293 | $29,548,907 | 300.52 % | $1,969,950 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 1999-08-12 | 1999-06-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 482,994 | Added More | 40,700 | 9.20 % | $17,267,036 | $36,755,843 | $19,488,808 | 112.86 % | $1,642,245 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
| 1999-05-14 | 1999-03-31 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 442,294 | No Compare | - | - % | $18,439,237 | $33,658,573 | $15,219,337 | 82.53 % | | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Lockheed Martin Corp |
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