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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
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
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

Cascade Financial Partners's LMT Position: Q1 2026 in Review

Cascade Financial Partners reduced its Lockheed Martin (LMT) stake by 11% in Q1 2026, selling an estimated $61.6K and leaving 827 shares worth $500K. The position accounts for 0.05% of the portfolio, ranked #166.

Cascade Financial Partners first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Cascade Financial Partners held 827 shares of Lockheed Martin worth $500K as of Q1 2026.
  • Cascade Financial Partners sold 100 Lockheed Martin shares in Q1 2026, an estimated $61.6K.
  • Lockheed Martin made up 0.05% of Cascade Financial Partners's portfolio in Q1 2026, its #166 holding.
  • Cascade Financial Partners first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.