Centric 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	$3.22M	Sell	6,208 -270	-4%	-$166K	0.64%	55
2025 Q4	$4.12M	Buy	6,478 +413	+7%	+$198K	0.87%	37
2025 Q3	$2.98M	Buy	6,065 +584	+11%	+$265K	0.66%	56
2025 Q2	$2.33M	Buy	5,481 +668	+14%	+$313K	0.56%	64
2025 Q1	$2.15M	Buy	4,813 +1,770	+58%	+$815K	0.57%	63
2024 Q4	$1.48M	Buy	+3,043	New	+$1.66M	0.4%	69
2021 Q4	–	Sell	-2,783	Closed	-$960K	–	163
2021 Q3	$960K	Buy	2,783 +61	+2%	+$22.1K	0.35%	70
2021 Q2	$1.03M	Buy	2,722 +47	+2%	+$18.1K	0.36%	69
2021 Q1	$988K	Buy	2,675 +45	+2%	+$15.4K	0.28%	94
2020 Q4	$933K	Buy	2,630 +1,324	+101%	+$487K	0.29%	90
2020 Q3	$494K	Sell	1,306 -836	-39%	-$319K	0.37%	64
2020 Q2	$782K	Buy	2,142 +836	+64%	+$316K	0.41%	63
2020 Q1	$494K	Sell	1,306 -178	-12%	-$70K	0.37%	64
2019 Q4	$578K	Buy	1,484 +178	+14%	+$68.3K	0.46%	53
2019 Q3	$494K	Buy	1,306 +109	+9%	+$41K	0.37%	64
2019 Q2	$435K	Buy	+1,197	New	+$400K	0.38%	65