Gladstone Institutional Advisory’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	$4.23M	Buy	6,997 +958	+16%	+$590K	0.16%	149
2025 Q4	$2.92M	Buy	6,039 +176	+3%	+$84.2K	0.11%	202
2025 Q3	$2.93M	Buy	5,863 +610	+12%	+$277K	0.11%	191
2025 Q2	$2.43M	Sell	5,253 -46	-0.9%	-$21.5K	0.1%	212
2025 Q1	$2.37M	Sell	5,299 -470	-8%	-$216K	0.11%	199
2024 Q4	$2.8M	Buy	5,769 +558	+11%	+$304K	0.13%	177
2024 Q3	$3.05M	Sell	5,211 -3,471	-40%	-$1.86M	0.15%	167
2024 Q2	$4.06M	Sell	8,682 -285	-3%	-$132K	0.21%	128
2024 Q1	$4.08M	Sell	8,967 -1,512	-14%	-$663K	0.22%	123
2023 Q4	$4.75M	Buy	10,479 +1,932	+23%	+$856K	0.27%	101
2023 Q3	$3.5M	Buy	8,547 +448	+6%	+$199K	0.23%	113
2023 Q2	$3.73M	Buy	8,099 +3,305	+69%	+$1.53M	0.23%	115
2023 Q1	$2.27M	Sell	4,794 -674	-12%	-$316K	0.15%	181
2022 Q4	$2.66M	Sell	5,468 -1,183	-18%	-$550K	0.19%	158
2022 Q3	$2.57M	Sell	6,651 -1,083	-14%	-$452K	0.2%	128
2022 Q2	$3.33M	Sell	7,734 -3,205	-29%	-$1.41M	0.26%	93
2022 Q1	$4.83M	Buy	10,939 +1,170	+12%	+$474K	0.33%	80
2021 Q4	$3.47M	Buy	9,769 +2,781	+40%	+$962K	0.27%	107
2021 Q3	$2.41M	Buy	6,988 +4,630	+196%	+$1.68M	0.24%	124
2021 Q2	$892K	Buy	2,358 +950	+67%	+$365K	0.11%	207
2021 Q1	$520K	Buy	1,408 +730	+108%	+$250K	0.08%	230
2020 Q4	$241K	Sell	678 -50	-7%	-$18.4K	0.05%	267
2020 Q3	$279K	Buy	728 +65	+10%	+$24.8K	0.07%	217
2020 Q2	$242K	Sell	663 -321	-33%	-$121K	0.06%	196
2020 Q1	$333K	Buy	984 +375	+62%	+$147K	0.09%	176
2019 Q4	$237K	Sell	609 -63	-9%	-$24.2K	0.06%	230
2019 Q3	$263K	Buy	+672	New	+$253K	0.07%	223