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Cardiff Park Advisors’s Lockheed Martin LMT Stock Holding History

Cardiff Park 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 		$221K Hold
433
– – 0.02% 252
2026
Q1 		$262K Sell
433
-16
-4% -$9.86K 0.02% 248
2025
Q4 		$217K Hold
449
– – 0.02% 258
2025
Q3 		$224K Sell
449
-610
-58% -$277K 0.02% 272
2025
Q2 		$491K Buy
1,059
+4
+0.4% +$1.87K 0.04% 172
2025
Q1 		$471K Sell
1,055
-11
-1% -$5.06K 0.05% 168
2024
Q4 		$518K Sell
1,066
-89
-8% -$48.5K 0.05% 158
2024
Q3 		$675K Buy
1,155
+3
+0.3% +$1.61K 0.06% 135
2024
Q2 		$538K Buy
1,152
+8
+0.7% +$3.7K 0.05% 152
2024
Q1 		$520K Buy
1,144
+93
+9% +$40.8K 0.05% 161
2023
Q4 		$476K Sell
1,051
-21
-2% -$9.3K 0.05% 154
2023
Q3 		$438K Buy
1,072
+4
+0.4% +$1.77K 0.06% 153
2023
Q2 		$491K Buy
1,068
+4
+0.4% +$1.86K 0.06% 149
2023
Q1 		$503K Buy
1,064
+4
+0.4% +$1.88K 0.07% 138
2022
Q4 		$516K Buy
1,060
+3
+0.3% +$1.39K 0.07% 138
2022
Q3 		$408K Buy
1,057
+90
+9% +$37.6K 0.06% 156
2022
Q2 		$416K Sell
967
-9
-0.9% -$3.95K 0.06% 154
2022
Q1 		$431K Buy
976
+5
+0.5% +$2.03K 0.06% 156
2021
Q4 		$345K Buy
+971
New +$336K 0.05% 176

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

Cardiff Park Advisors's LMT Position: Q2 2026 in Review

Cardiff Park Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 433 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #252.

Cardiff Park Advisors first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $675K in Q3 2024. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cardiff Park Advisors held 433 shares of Lockheed Martin worth $221K as of Q2 2026.
  • Cardiff Park Advisors left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.02% of Cardiff Park Advisors's portfolio in Q2 2026, its #252 holding.
  • Cardiff Park Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's Lockheed Martin position peaked at $675K in Q3 2024.
  • 2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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