AIEQ0.050%
as of Sep 4
LMT
DefensiveLOCKHEED MARTIN CORPORATION
Lockheed Martin Corporation, an aerospace and defense company, engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services in the United States, Europe, Asia, the Middle East, and internationally. The company operates through four segments: Aeronautics; Missiles and Fire Control (MFC); Rotary and Mission Systems (RMS); and Space. The Aeronautics segment offers combat and air mobility aircraft, unmanned air vehicles, and related technologies.
Close · 3M
+3.80%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals4
Win rate25% (1/4)
Avg buy return-2.47%
AIEQ · Weight increase · 2d
weight 0.170% → 0.200% (+0.030 pp)·stock up 18.5% in the 30 days before
Jul 26·entry $580.00·now $532.95Fresh
-8.11%
since Jul 26
AIEQ · Weight decrease · 2d
weight 0.560% → 0.170% (-0.390 pp)·stock up 1.0% in the 30 days before
Jul 1·entry $521.82·now $532.95
+2.13%
since Jul 1
AIEQ · Accumulation · 5d
weight 0.550% → 0.600% (+0.050 pp)·stock up 3.9% in the 30 days before
Jun 12·entry $540.33·now $532.95Fresh
-1.37%
since Jun 12
AIEQ · Weight increase · 2d
weight 0.570% → 0.590% (+0.020 pp)·stock up 5.3% in the 30 days before
Jun 11·entry $548.68·now $532.95Fresh
-2.87%
since Jun 11
AIEQ · Weight increase · 2d
weight 0.550% → 0.580% (+0.030 pp)·stock up 1.8% in the 30 days before
Jun 7·entry $520.07·now $532.95Drifting
+2.48%
since Jun 7
AIEQ · Sudden change · 1d
weight 0.240% → 0.570% (+0.330 pp)·stock up 4.0% in the 30 days before
May 30·entry $516.50·now $532.95
+3.18%
since May 30
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 26
AI ETFs AIEQ and QRFT are accumulating or holding Lockheed Martin, indicating a positive outlook. In contrast, the Buffett-style framework, due to insufficient data for critical stages like financial health and margin of safety, cannot provide a complete endorsement and thus results in a 'Fail' verdict.
- Circle of CompetenceLockheed Martin operates in the aerospace and defense industry, characterized by predictable long-term government contracts and high barriers to entry, making future cash flows reasonably projectable.
- Economic MoatThe company benefits from significant switching costs for government clients, regulatory barriers, and scale advantages in R&D and manufacturing, creating a durable economic moat.
- ManagementInsufficient data is provided to assess management's candor, capital allocation discipline, or skin in the game, which are crucial for this framework.
- Financial HealthWhile the most recent ROE is exceptionally high, a 10-year average ROE, stable operating margins, manageable debt, and owner earnings cannot be fully assessed with the limited financial data provided.
- Margin of SafetyWithout a conservative estimate of intrinsic value based on projected cash flows, it is not possible to assess if the current price offers a defensible margin of safety.
Lockheed Martin's business model falls within the circle of competence and exhibits a strong economic moat. However, the absence of comprehensive data to assess management quality, detailed financial health metrics, and the presence of a margin of safety prevents a full evaluation. Consequently, the framework yields a 'Fail' verdict, highlighting that a confident investment decision cannot be made without these crucial insights.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.