Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$49,170.10
% of Total Estimate Gain
14.53%

James Aggressive Allocation Fund's Lockheed Martin Corp Holding Summary

As of 2025-03-31, JAMES ADVANTAGE FUNDS held - shares of Lockheed Martin Corp(LMT), totaling N/A. This investment constitutes 0% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0% of the outstanding Lockheed Martin Corp(LMT) stock.

The initial trade took place in 2019Q3. In addition, there have been 1 sales at an average price of $430.71 for 900.00 shares. Based on historical transaction data and LMT's current price of $469.20, James Aggressive Allocation Fund's estimated gain on his LMT holdings is $49,170.10, reflecting a 14.53% gain to date.

James Aggressive Allocation Fund LMT ($469.20) Holding Chart

James Aggressive Allocation Fund LMT ($469.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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