Cercano Management’s Lockheed Martin LMT Stock Holding History

Cercano 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	$294K	Hold	486	–	–	0.01%	122
2025 Q4	$235K	Hold	486	–	–	0.01%	135
2025 Q3	$243K	Hold	486	–	–	0.01%	137
2025 Q2	$225K	Hold	486	–	–	0.01%	139
2025 Q1	$217K	Hold	486	–	–	0.01%	139
2024 Q4	$236K	Hold	486	–	–	0.01%	159
2024 Q3	$284K	Buy	+486	New	+$261K	0.01%	136
2024 Q1	–	Sell	-64,985	Closed	-$29.5M	–	113
2023 Q4	$29.5M	Buy	+64,985	New	+$28.8M	0.97%	26

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

Cercano Management's LMT Position: Q1 2026 in Review

Cercano Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 486 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #122.

Cercano Management first reported a position in LMT in Q4 2023 and has held it in 8 quarters since. The position peaked at $29.5M in Q4 2023. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Cercano Management held 486 shares of Lockheed Martin worth $294K as of Q1 2026.
Cercano Management left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.01% of Cercano Management's portfolio in Q1 2026, its #122 holding.
Cercano Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 8 quarters since.
Cercano Management's Lockheed Martin position peaked at $29.5M in Q4 2023.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.