Capital Advisors Wealth Management’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	$1.2M	Buy	1,990 +85	+4%	+$52.4K	0.16%	81
2025 Q4	$922K	Buy	1,905 +9	+0.5%	+$4.31K	0.13%	91
2025 Q3	$947K	Buy	1,896 +184	+11%	+$83.5K	0.14%	80
2025 Q2	$793K	Buy	1,712 +192	+13%	+$89.9K	0.12%	84
2025 Q1	$679K	Buy	1,520 +87	+6%	+$40K	0.12%	85
2024 Q4	$696K	Buy	1,433 +48	+3%	+$26.2K	0.12%	79
2024 Q3	$809K	Buy	1,385 +5	+0.4%	+$2.68K	0.15%	74
2024 Q2	$645K	Buy	1,380 +344	+33%	+$159K	0.13%	74
2024 Q1	$471K	Sell	1,036 -146	-12%	-$64K	0.1%	88
2023 Q4	$536K	Sell	1,182 -40	-3%	-$17.7K	0.12%	79
2023 Q3	$500K	Buy	1,222 +148	+14%	+$65.7K	0.13%	79
2023 Q2	$494K	Buy	1,074 +44	+4%	+$20.4K	0.13%	82
2023 Q1	$487K	Sell	1,030 -8	-0.8%	-$3.75K	0.13%	78
2022 Q4	$505K	Sell	1,038 -84	-7%	-$39K	0.15%	69
2022 Q3	$433K	Buy	1,122 +355	+46%	+$148K	0.14%	76
2022 Q2	$330K	Buy	767 +141	+23%	+$61.9K	0.11%	84
2022 Q1	$277K	Buy	+626	New	+$254K	0.08%	97
2021 Q3	–	Sell	-590	Closed	-$223K	–	103
2021 Q2	$223K	Buy	+590	New	+$227K	0.08%	87