Deane Retirement Strategies’s Lockheed Martin LMT Stock Holding History

Deane Retirement Strategies’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	–	Sell	-9,785	Closed	-$5.91M	–	63
2026 Q1	$5.91M	Sell	9,785 -31	-0.3%	-$19.1K	2.38%	15
2025 Q4	$4.75M	Buy	9,816 +8	+0.1%	+$3.83K	1.96%	26
2025 Q3	$4.89M	Buy	+9,808	New	+$4.45M	2.1%	22
2020 Q3	–	Sell	-4,815	Closed	-$1.76M	–	68
2020 Q2	$1.76M	Sell	4,815 -99	-2%	-$37.4K	1.28%	22
2020 Q1	$1.67M	Sell	4,914 -73	-1%	-$28.7K	1.23%	17
2019 Q4	$1.94M	Buy	4,987 +76	+2%	+$29.2K	1.33%	17
2019 Q3	$1.92M	Buy	+4,911	New	+$1.85M	1.37%	24

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