Charles Schwab Trust’s Lockheed Martin LMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Buy	671 +6	+0.9%	+$2.78K	0.02%	149
2025 Q1	$297K	Buy	665 +143	+27%	+$63.9K	0.02%	145
2024 Q4	$254K	Buy	+522	New	+$254K	0.02%	144