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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
2001
Cromwell Holdings
Wyoming
$365K – – –
CWP
2002
Curated Wealth Partners
California
$365K +$48.1K +89 +14%
CAM
2003
Chesapeake Asset Management
New York
$364K -$166K -307 -30%
OFA
2004
Oak Family Advisors
Illinois
$363K +$541 +1 +0.1%
AC
2005
Addison Capital
Pennsylvania
$363K – – –
PAM
2006
Peak Asset Management
Colorado
$363K +$385K +712 New
TF
2007
Tompkins Financial
New York
$362K -$2.16K -4 -0.6%
CCC
2008
Chelsea Counsel Company
California
$362K – – –
CFA
2009
Capstone Financial Advisors
Illinois
$361K +$1.62K +3 +0.4%
JSC
2010
J. Stern & Co
United Kingdom
$359K – – –
HIMS
2011
Hager Investment Management Services
New Hampshire
$359K -$56.2K -104 -13%
DCM
2012
Dimension Capital Management
Florida
$359K – – –
CPSC
2013
Carl P. Sherr & Co
Massachusetts
$358K – – –
SIC
2014
Sigma Investment Counselors
Michigan
$358K -$29.7K -55 -7%
TW
2015
ticino wealth
California
$357K -$10.3K -19 -3%
PS
2016
Portfolio Strategies
New York
$357K – – –
PBK
2017
Peoples Bank (Kansas)
Kansas
$357K – – –
JWM
2018
Jackson Wealth Management
Florida
$356K -$5.19M -9,591 -93%
SRIM
2019
Saratoga Research & Investment Management
California
$354K – – –
MWA
2020
Midland Wealth Advisors
Illinois
$354K +$8.65K +16 +2%
KFI
2021
Key Financial Inc
Pennsylvania
$353K -$433K -800 -54%
SFA
2022
Souders Financial Advisors
Ohio
$353K +$50.8K +94 +16%
HP
2023
Hikari Power
Japan
$352K – – –
RIA
2024
Regal Investment Advisors
Michigan
$351K +$373K +690 New
NAMP
2025
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$350K – – –
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