Shum Financial Group’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$607K Buy
1,358
+7
+0.5% +$3.13K 0.52% 57
2024
Q4
$657K Buy
1,351
+17
+1% +$8.26K 0.57% 55
2024
Q3
$729K Buy
+1,334
New +$729K 0.61% 57