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Caerus Investment Advisors’s Lockheed Martin LMT Stock Holding History

Caerus Investment Advisors’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
2026
Q2 		$486K Sell
954
-532
-36% -$288K 0.16% 121
2026
Q1 		$898K Sell
1,486
-267
-15% -$164K 0.37% 45
2025
Q4 		$848K Buy
+1,753
New +$839K 0.27% 75

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Caerus Investment Advisors's LMT Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Lockheed Martin (LMT) stake by 36% in Q2 2026, selling an estimated $288K and leaving 954 shares worth $486K. The position accounts for 0.16% of the portfolio, ranked #121.

Caerus Investment Advisors first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $898K in Q1 2026. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Caerus Investment Advisors held 954 shares of Lockheed Martin worth $486K as of Q2 2026.
  • Caerus Investment Advisors sold 532 Lockheed Martin shares in Q2 2026, an estimated $288K.
  • Lockheed Martin made up 0.16% of Caerus Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Caerus Investment Advisors first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Lockheed Martin position peaked at $898K in Q1 2026.
  • 2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.