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Cary Street Partners Investment Advisory’s Lockheed Martin LMT Stock Holding History

Cary Street Partners 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 		$408K Sell
801
-10
-1% -$5.41K 0.08% 234
2026
Q1 		$490K Buy
811
+298
+58% +$184K 0.13% 182
2025
Q4 		$248K Sell
513
-79
-13% -$37.8K 0.07% 285
2025
Q3 		$296K Sell
592
-11
-2% -$4.99K 0.12% 185
2025
Q2 		$279K Buy
603
+82
+16% +$38.4K 0.14% 170
2025
Q1 		$233K Buy
521
+72
+16% +$33.1K 0.13% 185
2024
Q4 		$218K Sell
449
-5,394
-92% -$2.94M 0.14% 165
2024
Q3 		$3.42M Buy
5,843
+1,737
+42% +$933K 0.13% 185
2024
Q2 		$1.92M Buy
4,106
+368
+10% +$170K 0.08% 257
2024
Q1 		$1.7M Sell
3,738
-335
-8% -$147K 0.07% 269
2023
Q4 		$1.85M Buy
4,073
+566
+16% +$251K 0.09% 240
2023
Q3 		$1.43M Buy
3,507
+368
+12% +$163K 0.08% 256
2023
Q2 		$1.45M Buy
3,139
+614
+24% +$285K 0.09% 218
2023
Q1 		$1.19M Buy
2,525
+5
+0.2% +$2.35K 0.09% 225
2022
Q4 		$1.23M Sell
2,520
-551
-18% -$256K 0.09% 211
2022
Q3 		$1.19M Buy
3,071
+974
+46% +$407K 0.1% 203
2022
Q2 		$902K Buy
+2,097
New +$921K 0.08% 221
2021
Q2 		– Sell
-553
Closed -$204K – 330
2021
Q1 		$204K Sell
553
-1,129
-67% -$387K 0.08% 203
2020
Q4 		$597K Buy
1,682
+903
+116% +$332K 0.12% 164
2020
Q3 		$299K Buy
+779
New +$297K 0.06% 226
2018
Q4 		$217K Buy
+829
New +$252K 0.21% 88

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cary Street Partners Investment Advisory's LMT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Lockheed Martin (LMT) stake by 1.2% in Q2 2026, selling an estimated $5.41K and leaving 801 shares worth $408K. The position accounts for 0.08% of the portfolio, ranked #234.

Cary Street Partners Investment Advisory first reported a position in LMT in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.42M in Q3 2024. 1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cary Street Partners Investment Advisory held 801 shares of Lockheed Martin worth $408K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 10 Lockheed Martin shares in Q2 2026, an estimated $5.41K.
  • Lockheed Martin made up 0.08% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #234 holding.
  • Cary Street Partners Investment Advisory first reported a position in Lockheed Martin in Q4 2018 and has held it in 21 quarters since.
  • Cary Street Partners Investment Advisory's Lockheed Martin position peaked at $3.42M in Q3 2024.
  • 1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.