Cascade Investment Group’s Lockheed Martin LMT Stock Holding History

Cascade Investment Group’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	$314K	Sell	520 -4	-0.8%	-$2.46K	0.21%	112
2025 Q4	$253K	Hold	524	–	–	0.17%	119
2025 Q3	$261K	Buy	524 +41	+8%	+$18.6K	0.17%	121
2025 Q2	$224K	Sell	483 -50	-9%	-$23.4K	0.16%	126
2025 Q1	$238K	Sell	533 -19	-3%	-$8.75K	0.18%	115
2024 Q4	$268K	Buy	552 +59	+12%	+$32.2K	0.19%	117
2024 Q3	$288K	Hold	493	–	–	0.21%	107
2024 Q2	$230K	Sell	493 -200	-29%	-$92.4K	0.18%	118
2024 Q1	$315K	Sell	693 -25	-3%	-$11K	0.24%	97
2023 Q4	$325K	Hold	718	–	–	0.26%	87
2023 Q3	$294K	Hold	718	–	–	0.28%	84
2023 Q2	$330K	Hold	718	–	–	0.3%	83
2023 Q1	$339K	Sell	718 -23	-3%	-$10.8K	0.33%	81
2022 Q4	$361K	Buy	+741	New	+$344K	0.38%	75

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cascade Investment Group's LMT Position: Q1 2026 in Review

Cascade Investment Group reduced its Lockheed Martin (LMT) stake by 0.76% in Q1 2026, selling an estimated $2.46K and leaving 520 shares worth $314K. The position accounts for 0.21% of the portfolio, ranked #112.

Cascade Investment Group first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $361K in Q4 2022. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Cascade Investment Group held 520 shares of Lockheed Martin worth $314K as of Q1 2026.
Cascade Investment Group sold 4 Lockheed Martin shares in Q1 2026, an estimated $2.46K.
Lockheed Martin made up 0.21% of Cascade Investment Group's portfolio in Q1 2026, its #112 holding.
Cascade Investment Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Lockheed Martin position peaked at $361K in Q4 2022.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.