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 Q2	$64.1K	Hold	106	–	–	﹤0.01%	78
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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's LMT Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Lockheed Martin (LMT) position steady in Q2 2026 at 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 10 quarters since. The position peaked at $91.6K in Q4 2025. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

CBIZ Investment Advisory Services held 106 shares of Lockheed Martin worth $64.1K as of Q2 2026.
CBIZ Investment Advisory Services left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #78 holding.
CBIZ Investment Advisory Services first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's Lockheed Martin position peaked at $91.6K in Q4 2025.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.