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 Q2	$265K	Hold	520	–	–	0.15%	134
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 $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 Investment Group's LMT Position: Q2 2026 in Review

Cascade Investment Group held its Lockheed Martin (LMT) position steady in Q2 2026 at 520 shares worth $265K. The position accounts for 0.15% of the portfolio, ranked #134.

Cascade Investment Group first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $361K in Q4 2022. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Cascade Investment Group held 520 shares of Lockheed Martin worth $265K as of Q2 2026.
Cascade Investment Group left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.15% of Cascade Investment Group's portfolio in Q2 2026, its #134 holding.
Cascade Investment Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
Cascade Investment Group's Lockheed Martin position peaked at $361K in Q4 2022.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.