Capital Advantage’s Lockheed Martin LMT Stock Holding History

Capital Advantage’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$300K	Sell	589 -3	-0.5%	-$1.62K	0.04%	124
2026 Q1	$358K	Hold	592	–	–	0.05%	113
2025 Q4	$286K	Buy	592 +16	+3%	+$7.66K	0.04%	125
2025 Q3	$288K	Sell	576 -29	-5%	-$13.2K	0.04%	119
2025 Q2	$280K	Sell	605 -57	-9%	-$26.7K	0.04%	119
2025 Q1	$322K	Hold	662	–	–	0.06%	108
2024 Q4	$322K	Buy	+662	New	+$361K	0.06%	108
2020 Q4	–	Sell	-1,316	Closed	-$484K	–	108
2020 Q3	$504K	Sell	1,316 -1,134	-46%	-$433K	0.17%	48
2020 Q2	$894K	Buy	+2,450	New	+$925K	0.32%	33

Other funds holding LMT

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return