Cerity Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $99.8M | Buy |
165,139
+20,441
| +14% | +$12.6M | 0.14% | 139 |
|
|
2025
Q4 | $70M | Sell |
144,698
-9,272
| -6% | -$4.44M | 0.1% | 177 |
|
|
2025
Q3 | $76.9M | Sell |
153,970
-13,094
| -8% | -$5.94M | 0.12% | 153 |
|
|
2025
Q2 | $77.4M | Buy |
167,064
+10,881
| +7% | +$5.09M | 0.14% | 149 |
|
|
2025
Q1 | $69.8M | Buy |
156,183
+8,308
| +6% | +$3.82M | 0.14% | 150 |
|
|
2024
Q4 | $72.7M | Buy |
147,875
+9,864
| +7% | +$5.38M | 0.16% | 137 |
|
|
2024
Q3 | $80.7M | Buy |
138,011
+8,103
| +6% | +$4.35M | 0.18% | 128 |
|
|
2024
Q2 | $60.7M | Buy |
129,908
+2,669
| +2% | +$1.23M | 0.16% | 137 |
|
|
2024
Q1 | $57.9M | Buy |
127,239
+7,272
| +6% | +$3.19M | 0.15% | 138 |
|
|
2023
Q4 | $54.4M | Buy |
119,967
+12,531
| +12% | +$5.55M | 0.18% | 129 |
|
|
2023
Q3 | $43.9M | Sell |
107,436
-12,019
| -10% | -$5.33M | 0.21% | 118 |
|
|
2023
Q2 | $55M | Buy |
119,455
+6,511
| +6% | +$3.02M | 0.21% | 110 |
|
|
2023
Q1 | $57.3M | Buy |
112,944
+6,086
| +6% | +$2.85M | 0.14% | 115 |
|
|
2022
Q4 | $52M | Buy |
106,858
+58,485
| +121% | +$27.2M | 0.33% | 73 |
|
|
2022
Q3 | $18.7M | Buy |
48,373
+543
| +1% | +$227K | 0.22% | 93 |
|
|
2022
Q2 | $20.6M | Buy |
47,830
+40,826
| +583% | +$17.9M | 0.23% | 95 |
|
|
2022
Q1 | $3.09M | Sell |
7,004
-370
| -5% | -$150K | 0.05% | 252 |
|
|
2021
Q4 | $2.62M | Buy |
7,374
+1,299
| +21% | +$449K | 0.04% | 279 |
|
|
2021
Q3 | $2.1M | Buy |
6,075
+7
| +0.1% | +$2.53K | 0.05% | 257 |
|
|
2021
Q2 | $2.3M | Buy |
6,068
+541
| +10% | +$208K | 0.05% | 244 |
|
|
2021
Q1 | $2.04M | Sell |
5,527
-57
| -1% | -$19.6K | 0.05% | 250 |
|
|
2020
Q4 | $1.98M | Sell |
5,584
-448
| -7% | -$165K | 0.06% | 215 |
|
|
2020
Q3 | $2.31M | Buy |
6,032
+1,441
| +31% | +$550K | 0.1% | 151 |
|
|
2020
Q2 | $1.68M | Buy |
4,591
+474
| +12% | +$179K | 0.09% | 146 |
|
|
2020
Q1 | $1.4M | Sell |
4,117
-40
| -1% | -$15.7K | 0.09% | 160 |
|
|
2019
Q4 | $1.62M | Buy |
4,157
+580
| +16% | +$223K | 0.08% | 182 |
|
|
2019
Q3 | $1.4M | Buy |
3,577
+615
| +21% | +$231K | 0.08% | 207 |
|
|
2019
Q2 | $1.08M | Buy |
2,962
+418
| +16% | +$140K | 0.07% | 225 |
|
|
2019
Q1 | $763K | Sell |
2,544
-294
| -10% | -$86.2K | 0.05% | 271 |
|
|
2018
Q4 | $743K | Buy |
2,838
+464
| +20% | +$141K | 0.05% | 262 |
|
|
2018
Q3 | $821K | Sell |
2,374
-196
| -8% | -$63.2K | 0.06% | 269 |
|
|
2018
Q2 | $759K | Buy |
2,570
+12
| +0.5% | +$3.87K | 0.06% | 267 |
|
|
2018
Q1 | $864K | Sell |
2,558
-74
| -3% | -$25.2K | 0.07% | 249 |
|
|
2017
Q4 | $845K | Sell |
2,632
-41
| -2% | -$12.9K | 0.06% | 257 |
|
|
2017
Q3 | $829K | Sell |
2,673
-9,123
| -77% | -$2.72M | 0.06% | 255 |
|
|
2017
Q2 | $389K | Buy |
11,796
+9,937
| +535% | +$2.73M | 0.03% | 258 |
|
|
2017
Q1 | $497K | Buy |
+1,859
| New | +$487K | 0.04% | 259 |
|
Other funds holding LMT
VCM
VPM
Cerity Partners's LMT Position: Q1 2026 in Review
Cerity Partners increased its Lockheed Martin (LMT) stake by 14% in Q1 2026, buying an estimated $12.6M and bringing the position to 165,139 shares worth $99.8M. The position accounts for 0.14% of the portfolio, ranked #139.
Cerity Partners first reported a position in LMT in Q1 2017 and has held it in 37 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Cerity Partners held 165,139 shares of Lockheed Martin worth $99.8M as of Q1 2026.
- Cerity Partners bought 20,441 Lockheed Martin shares in Q1 2026, an estimated $12.6M.
- Lockheed Martin made up 0.14% of Cerity Partners's portfolio in Q1 2026, its #139 holding.
- Cerity Partners first reported a position in Lockheed Martin in Q1 2017 and has held it in 37 quarters since.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.