Cerro Pacific Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Cerro Pacific Wealth Advisors’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	$659K	Buy	1,294 +24	+2%	+$13K	0.15%	96
2026 Q1	$768K	Sell	1,270 -106	-8%	-$65.3K	0.2%	78
2025 Q4	$665K	Buy	1,376 +16	+1%	+$7.66K	0.18%	86
2025 Q3	$679K	Sell	1,360 -387	-22%	-$176K	0.19%	91
2025 Q2	$809K	Buy	1,747 +44	+3%	+$20.6K	0.22%	81
2025 Q1	$828K	Buy	1,703 +26	+2%	+$12K	0.27%	76
2024 Q4	$980K	Sell	1,677 -35	-2%	-$19.1K	0.32%	68
2024 Q3	$799K	Hold	1,712	–	–	0.3%	72
2024 Q2	$799K	Buy	+1,712	New	+$791K	0.31%	73
2023 Q1	$698K	Buy	1,477 +540	+58%	+$253K	0.39%	65
2022 Q4	$456K	Buy	937 +28	+3%	+$13K	0.24%	99
2022 Q3	$351K	Buy	909 +80	+10%	+$33.4K	0.21%	114
2022 Q2	$356K	Buy	+829	New	+$364K	0.22%	112

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cerro Pacific Wealth Advisors's LMT Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Lockheed Martin (LMT) stake by 1.9% in Q2 2026, buying an estimated $13K and bringing the position to 1,294 shares worth $659K. The position accounts for 0.15% of the portfolio, ranked #96.

Cerro Pacific Wealth Advisors first reported a position in LMT in Q2 2022 and has held it in 13 quarters since. The position peaked at $980K in Q4 2024. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Cerro Pacific Wealth Advisors held 1,294 shares of Lockheed Martin worth $659K as of Q2 2026.
Cerro Pacific Wealth Advisors bought 24 Lockheed Martin shares in Q2 2026, an estimated $13K.
Lockheed Martin made up 0.15% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Cerro Pacific Wealth Advisors first reported a position in Lockheed Martin in Q2 2022 and has held it in 13 quarters since.
Cerro Pacific Wealth Advisors's Lockheed Martin position peaked at $980K in Q4 2024.
2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.