DWM
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Dogwood Wealth Management’s Lockheed Martin LMT Stock Holding History

Dogwood Wealth Management’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 		$21.4K Buy
42
+12
+40% +$6.49K 0.01% 240
2026
Q1 		$18.1K Buy
30
+13
+76% +$8.01K 0.01% 255
2025
Q4 		$8.22K Sell
17
-1
-6% -$479 ﹤0.01% 329
2025
Q3 		$9.13K Buy
18
+3
+20% +$1.36K ﹤0.01% 289
2025
Q2 		$7.07K Buy
15
+9
+150% +$4.21K ﹤0.01% 346
2025
Q1 		$2.8K Sell
6
-1,222
-100% -$563K ﹤0.01% 299
2024
Q4 		$597K Buy
1,228
+378
+44% +$206K 0.32% 68
2024
Q3 		$497K Sell
850
-7
-0.8% -$3.76K 0.29% 69
2024
Q2 		$401K Buy
857
+151
+21% +$69.8K 0.25% 61
2024
Q1 		$321K Buy
706
+121
+21% +$53K 0.22% 65
2023
Q4 		$265K Buy
+585
New +$259K 0.21% 66

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CF
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CIM
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WCM
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SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM