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Cape Investment Advisory’s Lockheed Martin LMT Stock Holding History

Cape Investment Advisory’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 		$52.8K Buy
+104
New +$56.2K 0.01% 485
2026
Q1 		– Sell
-55
Closed -$26.8K – 764
2025
Q4 		$26.8K Buy
55
+43
+358% +$20.6K 0.01% 554
2025
Q3 		$5.99K Sell
12
-13
-52% -$5.9K 0.01% 486
2025
Q2 		$11.7K Sell
25
-6
-19% -$2.81K ﹤0.01% 609
2025
Q1 		$13.7K Hold
31
– – 0.01% 545
2024
Q4 		$15.3K Sell
31
-47
-60% -$25.6K 0.01% 516
2024
Q3 		$45.7K Sell
78
-23
-23% -$12.3K 0.02% 333
2024
Q2 		$47.2K Sell
101
-158
-61% -$73K 0.02% 302
2024
Q1 		$118K Sell
259
-7
-3% -$3.07K 0.06% 199
2023
Q4 		$121K Sell
266
-63
-19% -$27.9K 0.06% 198
2023
Q3 		$134K Buy
329
+17
+5% +$7.54K 0.08% 181
2023
Q2 		$144K Sell
312
-16
-5% -$7.43K 0.08% 170
2023
Q1 		$155K Buy
+328
New +$154K 0.09% 148

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Cape Investment Advisory's LMT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Lockheed Martin (LMT) in Q2 2026: 104 shares worth $52.8K. The stake represents 0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LMT as recently as Q4 2025.

Cape Investment Advisory first reported a position in LMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $155K in Q1 2023. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cape Investment Advisory held 104 shares of Lockheed Martin worth $52.8K as of Q2 2026.
  • Lockheed Martin was a new Cape Investment Advisory position in Q2 2026.
  • Lockheed Martin made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #485 holding.
  • Cape Investment Advisory first reported a position in Lockheed Martin in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Lockheed Martin position peaked at $155K in Q1 2023.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.