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 Q2	$268K	Buy	525 +6	+1%	+$3.24K	0.02%	142
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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Cahaba Wealth Management's LMT Position: Q2 2026 in Review

Cahaba Wealth Management increased its Lockheed Martin (LMT) stake by 1.2% in Q2 2026, buying an estimated $3.24K and bringing the position to 525 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #142.

Cahaba Wealth Management first reported a position in LMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $380K in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Cahaba Wealth Management held 525 shares of Lockheed Martin worth $268K as of Q2 2026.
Cahaba Wealth Management bought 6 Lockheed Martin shares in Q2 2026, an estimated $3.24K.
Lockheed Martin made up 0.02% of Cahaba Wealth Management's portfolio in Q2 2026, its #142 holding.
Cahaba Wealth Management first reported a position in Lockheed Martin in Q1 2022 and has held it in 17 quarters since.
Cahaba Wealth Management's Lockheed Martin position peaked at $380K in Q3 2024.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.