CSP
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Cary Street Partners’s Lockheed Martin LMT Stock Holding History

Cary Street Partners’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 		$5.84M Buy
11,471
+2,621
+30% +$1.42M 0.13% 175
2026
Q1 		$5.35M Buy
8,850
+620
+8% +$382K 0.13% 164
2025
Q4 		$3.98M Buy
8,230
+714
+9% +$342K 0.1% 208
2025
Q3 		$3.75M Buy
7,516
+664
+10% +$301K 0.1% 217
2025
Q2 		$3.17M Buy
6,852
+13
+0.2% +$6.08K 0.09% 235
2025
Q1 		$3.06M Buy
6,839
+676
+11% +$311K 0.1% 217
2024
Q4 		$3M Buy
+6,163
New +$3.36M 0.1% 210

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

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

Cary Street Partners increased its Lockheed Martin (LMT) stake by 30% in Q2 2026, buying an estimated $1.42M and bringing the position to 11,471 shares worth $5.84M. The position accounts for 0.13% of the portfolio, ranked #175.

Cary Street Partners first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. 935 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cary Street Partners held 11,471 shares of Lockheed Martin worth $5.84M as of Q2 2026.
  • Cary Street Partners bought 2,621 Lockheed Martin shares in Q2 2026, an estimated $1.42M.
  • Lockheed Martin made up 0.13% of Cary Street Partners's portfolio in Q2 2026, its #175 holding.
  • Cary Street Partners first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • 935 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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