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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
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 $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

Cardiff Park Advisors's LMT Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Lockheed Martin (LMT) stake by 3.6% in Q1 2026, selling an estimated $9.86K and leaving 433 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #248.

Cardiff Park Advisors first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $675K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Cardiff Park Advisors held 433 shares of Lockheed Martin worth $262K as of Q1 2026.
  • Cardiff Park Advisors sold 16 Lockheed Martin shares in Q1 2026, an estimated $9.86K.
  • Lockheed Martin made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #248 holding.
  • Cardiff Park Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Lockheed Martin position peaked at $675K in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.