Lakeridge Wealth Management’s Lockheed Martin LMT Stock Holding History

Lakeridge 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	$405K	Sell	795 -4	-0.5%	-$2.16K	0.15%	121
2026 Q1	$483K	Buy	799 +71	+10%	+$43.7K	0.21%	96
2025 Q4	$352K	Buy	728 +6	+0.8%	+$2.87K	0.16%	119
2025 Q3	$361K	Sell	722 -20	-3%	-$9.07K	0.16%	104
2025 Q2	$343K	Buy	742 +4	+0.5%	+$1.87K	0.16%	109
2025 Q1	$330K	Buy	738 +30	+4%	+$13.8K	0.16%	110
2024 Q4	$344K	Buy	708 +4	+0.6%	+$2.18K	0.18%	106
2024 Q3	$412K	Sell	704 -86	-11%	-$46.2K	0.23%	86
2024 Q2	$369K	Buy	790 +3	+0.4%	+$1.39K	0.22%	92
2024 Q1	$358K	Sell	787 -15	-2%	-$6.57K	0.23%	85
2023 Q4	$364K	Buy	+802	New	+$355K	0.26%	79

Other funds holding LMT

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 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