Mirador Capital Partners’s Lockheed Martin LMT Stock Holding History

Mirador Capital Partners’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	$378K	Buy	742 +84	+13%	+$45.4K	0.05%	174
2026 Q1	$398K	Buy	658 +107	+19%	+$65.9K	0.06%	162
2025 Q4	$267K	Buy	551 +2	+0.4%	+$957	0.04%	180
2025 Q3	$274K	Sell	549 -42	-7%	-$19.1K	0.04%	180
2025 Q2	$274K	Buy	591 +11	+2%	+$5.15K	0.04%	176
2025 Q1	$259K	Buy	580 +18	+3%	+$8.29K	0.05%	172
2024 Q4	$273K	Buy	562 +6	+1%	+$3.27K	0.05%	165
2024 Q3	$325K	Buy	556 +2	+0.4%	+$1.07K	0.06%	157
2024 Q2	$259K	Sell	554 -14	-2%	-$6.47K	0.05%	167
2024 Q1	$259K	Buy	568 +1	+0.2%	+$438	0.05%	173
2023 Q4	$257K	Sell	567 -21	-4%	-$9.3K	0.05%	163
2023 Q3	$240K	Sell	588 -150	-20%	-$66.5K	0.05%	163
2023 Q2	$340K	Sell	738 -20	-3%	-$9.28K	0.08%	148
2023 Q1	$358K	Sell	758 -46	-6%	-$21.6K	0.08%	138
2022 Q4	$391K	Buy	804 +10	+1%	+$4.65K	0.09%	133
2022 Q3	$307K	Buy	794 +15	+2%	+$6.26K	0.07%	156
2022 Q2	$335K	Buy	779 +8	+1%	+$3.51K	0.08%	155
2022 Q1	$340K	Buy	+771	New	+$313K	0.07%	170

Other funds holding LMT

Wealth Enhancement Advisory Services

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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

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