CBIZ Investment Advisory Services’s Lockheed Martin LMT Stock Holding History

CBIZ Investment Advisory Services’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	$64.1K	Sell	106 -83	-44%	-$51.1K	﹤0.01%	78
2025 Q4	$91.6K	Buy	189 +38	+25%	+$18.2K	﹤0.01%	92
2025 Q3	$75.6K	Sell	151 -24	-14%	-$10.9K	﹤0.01%	96
2025 Q2	$81.2K	Buy	175 +6	+4%	+$2.81K	﹤0.01%	89
2025 Q1	$75.7K	Buy	169 +11	+7%	+$5.06K	﹤0.01%	93
2024 Q4	$77K	Buy	158 +68	+76%	+$37.1K	﹤0.01%	90
2024 Q3	$52.8K	Hold	90	–	–	﹤0.01%	103
2024 Q2	$42.2K	Hold	90	–	–	﹤0.01%	113
2024 Q1	$41.1K	Buy	+90	New	+$39.4K	﹤0.01%	108

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

CBIZ Investment Advisory Services's LMT Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Lockheed Martin (LMT) stake by 44% in Q1 2026, selling an estimated $51.1K and leaving 106 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #78.

CBIZ Investment Advisory Services first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $91.6K in Q4 2025. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

CBIZ Investment Advisory Services held 106 shares of Lockheed Martin worth $64.1K as of Q1 2026.
CBIZ Investment Advisory Services sold 83 Lockheed Martin shares in Q1 2026, an estimated $51.1K.
Lockheed Martin made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #78 holding.
CBIZ Investment Advisory Services first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Lockheed Martin position peaked at $91.6K in Q4 2025.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.