Cascades Capital Asset Management’s Lockheed Martin LMT Stock Holding History

Cascades Capital Asset Management’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	$1.43M	Sell	2,367 -143	-6%	-$88.1K	0.6%	36
2025 Q4	$1.21M	Sell	2,510 -104	-4%	-$49.8K	0.51%	39
2025 Q3	$1.31M	Buy	2,614 +59	+2%	+$26.8K	0.57%	35
2025 Q2	$1.18M	Sell	2,555 -97	-4%	-$45.4K	0.61%	36
2025 Q1	$1.18M	Sell	2,652 -43	-2%	-$19.8K	0.64%	32
2024 Q4	$1.31M	Sell	2,695 -63	-2%	-$34.3K	0.7%	31
2024 Q3	$1.61M	Buy	+2,758	New	+$1.48M	0.89%	25

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

Cascades Capital Asset Management's LMT Position: Q1 2026 in Review

Cascades Capital Asset Management reduced its Lockheed Martin (LMT) stake by 5.7% in Q1 2026, selling an estimated $88.1K and leaving 2,367 shares worth $1.43M. The position accounts for 0.6% of the portfolio, ranked #36.

Cascades Capital Asset Management first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q3 2024. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Cascades Capital Asset Management held 2,367 shares of Lockheed Martin worth $1.43M as of Q1 2026.
Cascades Capital Asset Management sold 143 Lockheed Martin shares in Q1 2026, an estimated $88.1K.
Lockheed Martin made up 0.6% of Cascades Capital Asset Management's portfolio in Q1 2026, its #36 holding.
Cascades Capital Asset Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
Cascades Capital Asset Management's Lockheed Martin position peaked at $1.61M in Q3 2024.
2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.