Cascade Financial Partners’s Lockheed Martin LMT Stock Holding History

Cascade Financial 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	$423K	Buy	831 +4	+0.5%	+$2.16K	0.04%	193
2026 Q1	$500K	Sell	827 -100	-11%	-$61.6K	0.05%	166
2025 Q4	$448K	Buy	927 +245	+36%	+$117K	0.05%	171
2025 Q3	$340K	Sell	682 -200	-23%	-$90.7K	0.04%	193
2025 Q2	$409K	Hold	882	–	–	0.05%	175
2025 Q1	$394K	Buy	882 +56	+7%	+$25.8K	0.05%	170
2024 Q4	$401K	Hold	826	–	–	0.05%	162
2024 Q3	$477K	Hold	826	–	–	0.06%	144
2024 Q2	$386K	Hold	826	–	–	0.05%	160
2024 Q1	$372K	Buy	+826	New	+$362K	0.05%	159

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Cascade Financial Partners's LMT Position: Q2 2026 in Review

Cascade Financial Partners increased its Lockheed Martin (LMT) stake by 0.48% in Q2 2026, buying an estimated $2.16K and bringing the position to 831 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #193.

Cascade Financial Partners first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $500K in Q1 2026. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Cascade Financial Partners held 831 shares of Lockheed Martin worth $423K as of Q2 2026.
Cascade Financial Partners bought 4 Lockheed Martin shares in Q2 2026, an estimated $2.16K.
Lockheed Martin made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #193 holding.
Cascade Financial Partners first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Lockheed Martin position peaked at $500K in Q1 2026.
2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.