WS
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Wela Strategies’s Lockheed Martin LMT Stock Holding History

Wela Strategies’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
2025
Q3 		$995K Buy
1,993
+57
+3% +$25.9K 0.38% 22
2025
Q2 		$897K Buy
1,936
+62
+3% +$29K 0.35% 22
2025
Q1 		$837K Buy
+1,874
New +$863K 0.35% 22
2024
Q4 		– Sell
-1,248
Closed -$730K – 68
2024
Q3 		$730K Sell
1,248
-111
-8% -$59.6K 0.32% 24
2024
Q2 		$635K Sell
1,359
-87
-6% -$40.2K 0.3% 27
2024
Q1 		$658K Buy
1,446
+58
+4% +$25.4K 0.31% 25
2023
Q4 		$629K Buy
1,388
+41
+3% +$18.2K 0.34% 27
2023
Q3 		$551K Buy
1,347
+6
+0.4% +$2.66K 0.33% 27
2023
Q2 		$617K Buy
1,341
+3
+0.2% +$1.39K 0.47% 22
2023
Q1 		$633K Sell
1,338
-13
-1% -$6.1K 0.34% 27
2022
Q4 		$657K Buy
1,351
+55
+4% +$25.6K 0.37% 25
2022
Q3 		$501K Buy
1,296
+20
+2% +$8.35K 0.34% 26
2022
Q2 		$549K Sell
1,276
-78
-6% -$34.2K 0.32% 26
2022
Q1 		$598K Sell
1,354
-76
-5% -$30.8K 0.31% 26
2021
Q4 		$508K Buy
1,430
+44
+3% +$15.2K 0.25% 27
2021
Q3 		$478K Buy
1,386
+53
+4% +$19.2K 0.25% 26
2021
Q2 		$504K Sell
1,333
-62
-4% -$23.8K 0.2% 27
2021
Q1 		$515K Buy
+1,395
New +$479K 0.28% 26

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Bank of America
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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return