Brandywine Oak Private Wealth’s Lockheed Martin LMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91M	Sell	3,164 -295	-9%	-$182K	0.16%	68
2025 Q4	$1.67M	Sell	3,459 -7	-0.2%	-$3.35K	0.14%	74
2025 Q3	$1.73M	Sell	3,466 -148	-4%	-$67.2K	0.15%	72
2025 Q2	$1.67M	Buy	3,614 +357	+11%	+$167K	0.16%	72
2025 Q1	$1.45M	Sell	3,257 -70	-2%	-$32.2K	0.14%	77
2024 Q4	$1.62M	Sell	3,327 -12	-0.4%	-$6.54K	0.16%	72
2024 Q3	$1.95M	Buy	3,339 +27	+0.8%	+$14.5K	0.19%	67
2024 Q2	$1.55M	Sell	3,312 -32	-1%	-$14.8K	0.16%	73
2024 Q1	$1.52M	Sell	3,344 -15	-0.4%	-$6.57K	0.16%	71
2023 Q4	$1.52M	Hold	3,359	–	–	0.17%	70
2023 Q3	$1.37M	Sell	3,359 -99	-3%	-$43.9K	0.16%	72
2023 Q2	$1.59M	Sell	3,458 -134	-4%	-$62.2K	0.18%	71
2023 Q1	$1.7M	Sell	3,592 -350	-9%	-$164K	0.2%	67
2022 Q4	$1.92M	Sell	3,942 -286	-7%	-$133K	0.24%	63
2022 Q3	$1.63M	Buy	4,228 +437	+12%	+$182K	0.22%	68
2022 Q2	$1.63M	Hold	3,791	–	–	0.21%	74
2022 Q1	$1.67M	Sell	3,791 -459	-11%	-$186K	0.19%	83
2021 Q4	$1.51M	Sell	4,250 -333	-7%	-$115K	0.16%	97
2021 Q3	$1.58M	Sell	4,583 -359	-7%	-$130K	0.18%	86
2021 Q2	$1.87M	Buy	4,942 +406	+9%	+$156K	0.22%	73
2021 Q1	$1.68M	Buy	4,536 +134	+3%	+$46K	0.25%	64
2020 Q4	$1.56M	Buy	4,402 +35	+0.8%	+$12.9K	0.24%	65
2020 Q3	$1.67M	Sell	4,367 -81	-2%	-$30.9K	0.28%	58
2020 Q2	$1.62M	Buy	4,448 +58	+1%	+$21.9K	0.29%	57
2020 Q1	$1.49M	Sell	4,390 -14	-0.3%	-$5.51K	0.31%	56
2019 Q4	$1.71M	Sell	4,404 -41	-0.9%	-$15.7K	0.31%	52
2019 Q3	$1.73M	Buy	4,445 +6	+0.1%	+$2.26K	0.33%	50
2019 Q2	$1.61M	Buy	4,439 +82	+2%	+$27.4K	0.32%	50
2019 Q1	$1.31M	Buy	4,357 +61	+1%	+$17.9K	0.27%	57
2018 Q4	$1.12M	Buy	+4,296	New	+$1.3M	0.25%	62