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Cahaba Wealth Management’s Lockheed Martin LMT Stock Holding History

Cahaba Wealth Management’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
Q1 		$313K Sell
519
-22
-4% -$13.6K 0.02% 119
2025
Q4 		$261K Buy
541
+2
+0.4% +$957 0.02% 128
2025
Q3 		$269K Buy
539
+31
+6% +$14.1K 0.02% 126
2025
Q2 		$235K Buy
508
+2
+0.4% +$936 0.02% 141
2025
Q1 		$226K Buy
506
+2
+0.4% +$921 0.02% 135
2024
Q4 		$245K Sell
504
-146
-22% -$79.6K 0.02% 131
2024
Q3 		$380K Buy
650
+42
+7% +$22.6K 0.03% 106
2024
Q2 		$284K Buy
608
+5
+0.8% +$2.31K 0.03% 121
2024
Q1 		$274K Sell
603
-5
-0.8% -$2.19K 0.02% 123
2023
Q4 		$276K Buy
608
+2
+0.3% +$886 0.03% 116
2023
Q3 		$248K Sell
606
-43
-7% -$19.1K 0.03% 121
2023
Q2 		$299K Sell
649
-13
-2% -$6.03K 0.03% 108
2023
Q1 		$313K Buy
662
+192
+41% +$90K 0.04% 105
2022
Q4 		$229K Buy
+470
New +$218K 0.03% 129
2022
Q3 		– Sell
-495
Closed -$213K – 136
2022
Q2 		$213K Buy
495
+21
+4% +$9.22K 0.03% 125
2022
Q1 		$204K Buy
+474
New +$192K 0.03% 139

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cahaba Wealth Management's LMT Position: Q1 2026 in Review

Cahaba Wealth Management reduced its Lockheed Martin (LMT) stake by 4.1% in Q1 2026, selling an estimated $13.6K and leaving 519 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #119.

Cahaba Wealth Management first reported a position in LMT in Q1 2022 and has held it in 16 quarters since. The position peaked at $380K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Cahaba Wealth Management held 519 shares of Lockheed Martin worth $313K as of Q1 2026.
  • Cahaba Wealth Management sold 22 Lockheed Martin shares in Q1 2026, an estimated $13.6K.
  • Lockheed Martin made up 0.02% of Cahaba Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Cahaba Wealth Management first reported a position in Lockheed Martin in Q1 2022 and has held it in 16 quarters since.
  • Cahaba Wealth Management's Lockheed Martin position peaked at $380K in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.