Falcon Wealth Planning’s Lockheed Martin LMT Stock Holding History

Falcon Wealth Planning’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	$428K	Sell	840 -109	-11%	-$58.9K	0.03%	156
2026 Q1	$573K	Buy	949 +12	+1%	+$7.39K	0.04%	126
2025 Q4	$453K	Buy	937 +236	+34%	+$113K	0.04%	127
2025 Q3	$350K	Sell	701 -22	-3%	-$9.98K	0.03%	143
2025 Q2	$335K	Buy	723 +33	+5%	+$15.4K	0.03%	131
2025 Q1	$308K	Buy	690 +3	+0.4%	+$1.38K	0.03%	136
2024 Q4	$334K	Sell	687 -2	-0.3%	-$1.09K	0.04%	127
2024 Q3	$403K	Buy	689 +28	+4%	+$15K	0.05%	106
2024 Q2	$309K	Sell	661 -901	-58%	-$416K	0.04%	106
2024 Q1	$711K	Buy	+1,562	New	+$685K	0.11%	65

Other funds holding LMT

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

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return