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Cahill Financial Advisors’s Lockheed Martin LMT Stock Holding History

Cahill Financial 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
Q1 		$1.71M Sell
2,835
-24
-0.8% -$14.8K 0.19% 87
2025
Q4 		$1.38M Sell
2,859
-108
-4% -$51.7K 0.15% 98
2025
Q3 		$1.48M Buy
2,967
+350
+13% +$159K 0.17% 93
2025
Q2 		$1.21M Sell
2,617
-112
-4% -$52.4K 0.15% 103
2025
Q1 		$1.22M Buy
2,729
+24
+0.9% +$11K 0.17% 96
2024
Q4 		$1.31M Buy
2,705
+314
+13% +$171K 0.18% 95
2024
Q3 		$1.4M Sell
2,391
-96
-4% -$51.5K 0.19% 85
2024
Q2 		$1.16M Sell
2,487
-474
-16% -$219K 0.16% 111
2024
Q1 		$1.35M Sell
2,961
-152
-5% -$66.6K 0.18% 101
2023
Q4 		$1.41M Sell
3,113
-826
-21% -$366K 0.21% 95
2023
Q3 		$1.61M Sell
3,939
-10
-0.3% -$4.44K 0.27% 77
2023
Q2 		$1.82M Buy
3,949
+487
+14% +$226K 0.29% 73
2023
Q1 		$1.64M Buy
3,462
+296
+9% +$139K 0.29% 76
2022
Q4 		$1.54M Buy
3,166
+298
+10% +$138K 0.3% 79
2022
Q3 		$1.11M Buy
2,868
+72
+3% +$30.1K 0.23% 101
2022
Q2 		$1.2M Buy
2,796
+189
+7% +$83K 0.26% 88
2022
Q1 		$1.15M Buy
2,607
+356
+16% +$144K 0.22% 100
2021
Q4 		$800K Sell
2,251
-327
-13% -$113K 0.15% 122
2021
Q3 		$890K Buy
2,578
+17
+0.7% +$6.15K 0.18% 114
2021
Q2 		$969K Sell
2,561
-16
-0.6% -$6.15K 0.22% 98
2021
Q1 		$952K Buy
2,577
+226
+10% +$77.5K 0.23% 94
2020
Q4 		$835K Buy
2,351
+22
+0.9% +$8.09K 0.21% 95
2020
Q3 		$893K Buy
2,329
+3
+0.1% +$1.15K 0.32% 74
2020
Q2 		$849K Sell
2,326
-150
-6% -$56.7K 0.33% 75
2020
Q1 		$840K Sell
2,476
-470
-16% -$185K 0.39% 65
2019
Q4 		$1.15M Buy
2,946
+12
+0.4% +$4.61K 0.42% 64
2019
Q3 		$1.15M Buy
2,934
+3
+0.1% +$1.13K 0.45% 61
2019
Q2 		$1.07M Buy
2,931
+278
+10% +$93K 0.42% 65
2019
Q1 		$797K Sell
2,653
-48
-2% -$14.1K 0.33% 81
2018
Q4 		$708K Buy
2,701
+153
+6% +$46.4K 0.35% 74
2018
Q3 		$882K Buy
2,548
+101
+4% +$32.6K 0.39% 66
2018
Q2 		$723K Sell
2,447
-58
-2% -$18.7K 0.33% 76
2018
Q1 		$847K Buy
2,505
+2
+0.1% +$681 0.4% 63
2017
Q4 		$804K Buy
2,503
+1
+0% +$315 0.4% 66
2017
Q3 		$777K Buy
2,502
+27
+1% +$8.06K 0.41% 64
2017
Q2 		$688K Buy
2,475
+2
+0.1% +$549 0.38% 66
2017
Q1 		$662K Buy
2,473
+52
+2% +$13.6K 0.38% 67
2016
Q4 		$606K Buy
2,421
+52
+2% +$13K 0.37% 65
2016
Q3 		$568K Buy
2,369
+1
+0% +$250 0.37% 68
2016
Q2 		$588K Buy
2,368
+62
+3% +$14.6K 0.41% 58
2016
Q1 		$511K Buy
2,306
+847
+58% +$182K 0.38% 69
2015
Q4 		$317K Buy
+1,459
New +$317K 0.26% 81

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

Cahill Financial Advisors's LMT Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Lockheed Martin (LMT) stake by 0.84% in Q1 2026, selling an estimated $14.8K and leaving 2,835 shares worth $1.71M. The position accounts for 0.19% of the portfolio, ranked #87.

Cahill Financial Advisors first reported a position in LMT in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.82M in Q2 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Cahill Financial Advisors held 2,835 shares of Lockheed Martin worth $1.71M as of Q1 2026.
  • Cahill Financial Advisors sold 24 Lockheed Martin shares in Q1 2026, an estimated $14.8K.
  • Lockheed Martin made up 0.19% of Cahill Financial Advisors's portfolio in Q1 2026, its #87 holding.
  • Cahill Financial Advisors first reported a position in Lockheed Martin in Q4 2015 and has held it in 42 quarters since.
  • Cahill Financial Advisors's Lockheed Martin position peaked at $1.82M in Q2 2023.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.