LRI Investments’s Lockheed Martin LMT Stock Holding History

LRI Investments’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	$1.54M	Buy	3,022 +8	+0.3%	+$4.33K	0.12%	92
2026 Q1	$1.82M	Sell	3,014 -66	-2%	-$40.7K	0.16%	76
2025 Q4	$1.49M	Hold	3,080	–	–	0.12%	82
2025 Q3	$1.54M	Sell	3,080 -70	-2%	-$31.8K	0.13%	78
2025 Q2	$1.46M	Sell	3,150 -65	-2%	-$30.4K	0.12%	75
2025 Q1	$1.44M	Sell	3,215 -464	-13%	-$214K	0.14%	70
2024 Q4	$1.79M	Hold	3,679	–	–	0.17%	50
2024 Q3	$1.98M	Buy	3,679 +1,010	+38%	+$542K	0.19%	46
2024 Q2	$1.25M	Buy	2,669 +550	+26%	+$254K	0.14%	54
2024 Q1	$964K	Buy	+2,119	New	+$929K	0.24%	46

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

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return