Foundations Investment Advisors’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	$6.17M	Sell	10,205 -1,185	-10%	-$730K	0.08%	201
2025 Q4	$5.51M	Buy	11,390 +4,743	+71%	+$2.27M	0.07%	213
2025 Q3	$3.32M	Sell	6,647 -18	-0.3%	-$8.17K	0.05%	254
2025 Q2	$3.09M	Buy	6,665 +1,491	+29%	+$698K	0.05%	257
2025 Q1	$2.31M	Sell	5,174 -16,257	-76%	-$7.48M	0.04%	276
2024 Q4	$10.4M	Buy	21,431 +3,727	+21%	+$2.03M	0.2%	105
2024 Q3	$10.3M	Buy	17,704 +1,015	+6%	+$545K	0.22%	98
2024 Q2	$7.8M	Buy	16,689 +2,376	+17%	+$1.1M	0.19%	98
2024 Q1	$6.51M	Buy	14,313 +1,280	+10%	+$561K	0.17%	107
2023 Q4	$5.6M	Buy	13,033 +3,795	+41%	+$1.68M	0.15%	111
2023 Q3	$3.78M	Buy	9,238 +885	+11%	+$393K	0.12%	145
2023 Q2	$3.85M	Buy	8,353 +1,443	+21%	+$670K	0.13%	118
2023 Q1	$3.27M	Buy	6,910 +271	+4%	+$127K	0.12%	114
2022 Q4	$3.23M	Buy	6,639 +1,645	+33%	+$764K	0.13%	86
2022 Q3	$1.93M	Buy	4,994 +135	+3%	+$56.4K	0.08%	105
2022 Q2	$2.07M	Buy	4,859 +510	+12%	+$224K	0.09%	95
2022 Q1	$2.03M	Buy	4,349 +690	+19%	+$280K	0.08%	94
2021 Q4	$1.32M	Buy	3,659 +1,850	+102%	+$640K	0.05%	105
2021 Q3	$629K	Buy	1,809 +158	+10%	+$57.2K	0.03%	149
2021 Q2	$633K	Buy	1,651 +39	+2%	+$15K	0.03%	141
2021 Q1	$613K	Buy	1,612 +302	+23%	+$104K	0.04%	122
2020 Q4	$440K	Buy	1,310 +121	+10%	+$44.5K	0.03%	122
2020 Q3	$453K	Sell	1,189 -13	-1%	-$4.96K	0.1%	115
2020 Q2	$435K	Sell	1,202 -5	-0.4%	-$1.89K	0.04%	108
2020 Q1	$409K	Buy	+1,207	New	+$475K	0.05%	78