Cetera Investment Advisers
LMT icon

Cetera Investment Advisers’s Lockheed Martin LMT Stock Holding History

Cetera Investment Advisers’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 		$148M Sell
245,231
-6,334
-3% -$3.9M 0.16% 111
2025
Q4 		$122M Sell
251,565
-1,207
-0.5% -$578K 0.13% 131
2025
Q3 		$126M Buy
252,772
+44,578
+21% +$20.2M 0.15% 117
2025
Q2 		$96.4M Buy
208,194
+7,382
+4% +$3.46M 0.16% 120
2025
Q1 		$89.7M Buy
200,812
+11,932
+6% +$5.49M 0.17% 112
2024
Q4 		$91.8M Sell
188,880
-91
-0% -$49.6K 0.19% 102
2024
Q3 		$110M Buy
188,971
+1,253
+0.7% +$673K 0.24% 81
2024
Q2 		$87.7M Sell
187,718
-2,321
-1% -$1.07M 0.2% 95
2024
Q1 		$86.4M Buy
190,039
+139,025
+273% +$60.9M 0.2% 101
2023
Q4 		$23.1M Sell
51,014
-383
-0.7% -$170K 0.19% 100
2023
Q3 		$21M Buy
51,397
+2,972
+6% +$1.32M 0.18% 107
2023
Q2 		$22.3M Buy
48,425
+2,330
+5% +$1.08M 0.19% 106
2023
Q1 		$21.8M Sell
46,095
-36
-0.1% -$16.9K 0.19% 99
2022
Q4 		$22.4M Buy
46,131
+17,515
+61% +$8.14M 0.21% 91
2022
Q3 		$11.1M Sell
28,616
-5,796
-17% -$2.42M 0.22% 102
2022
Q2 		$14.8M Sell
34,412
-354
-1% -$155K 0.24% 88
2022
Q1 		$15.3M Sell
34,766
-391
-1% -$159K 0.22% 94
2021
Q4 		$12.5M Buy
35,157
+2,996
+9% +$1.04M 0.18% 123
2021
Q3 		$11.1M Buy
32,161
+804
+3% +$291K 0.18% 127
2021
Q2 		$11.9M Buy
31,357
+5,245
+20% +$2.02M 0.19% 118
2021
Q1 		$9.65M Sell
26,112
-3,575
-12% -$1.23M 0.19% 110
2020
Q4 		$10.5M Buy
29,687
+20,228
+214% +$7.44M 0.21% 107
2020
Q3 		$3.63M Buy
9,459
+234
+3% +$89.3K 0.3% 83
2020
Q2 		$3.37M Sell
9,225
-66
-0.7% -$24.9K 0.31% 83
2020
Q1 		$3.15M Buy
9,291
+557
+6% +$219K 0.39% 67
2019
Q4 		$3.41M Buy
8,734
+515
+6% +$198K 0.34% 82
2019
Q3 		$3.22M Buy
8,219
+504
+7% +$190K 0.39% 67
2019
Q2 		$2.81M Buy
7,715
+2,842
+58% +$951K 0.36% 73
2019
Q1 		$1.47M Sell
4,873
-125
-3% -$36.7K 0.21% 120
2018
Q4 		$1.31M Sell
4,998
-256
-5% -$77.7K 0.21% 124
2018
Q3 		$1.81M Buy
5,254
+1,507
+40% +$486K 0.26% 100
2018
Q2 		$1.1M Buy
3,747
+120
+3% +$38.7K 0.19% 135
2018
Q1 		$1.23M Buy
3,627
+248
+7% +$84.4K 0.23% 122
2017
Q4 		$1.08M Sell
3,379
-3
-0.1% -$946 0.2% 132
2017
Q3 		$1.05M Buy
3,382
+60
+2% +$17.9K 0.23% 111
2017
Q2 		$924K Buy
3,322
+912
+38% +$251K 0.23% 122
2017
Q1 		$643K Buy
2,410
+321
+15% +$84.1K 0.18% 151
2016
Q4 		$516K Buy
2,089
+419
+25% +$105K 0.17% 160
2016
Q3 		$402K Buy
1,670
+463
+38% +$116K 0.17% 150
2016
Q2 		$296K Buy
1,207
+216
+22% +$50.9K 0.12% 215
2016
Q1 		$219K Buy
+991
New +$213K 0.09% 246

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers's LMT Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Lockheed Martin (LMT) stake by 2.5% in Q1 2026, selling an estimated $3.9M and leaving 245,231 shares worth $148M. The position accounts for 0.16% of the portfolio, ranked #111.

Cetera Investment Advisers first reported a position in LMT in Q1 2016 and has held it in 41 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Cetera Investment Advisers held 245,231 shares of Lockheed Martin worth $148M as of Q1 2026.
  • Cetera Investment Advisers sold 6,334 Lockheed Martin shares in Q1 2026, an estimated $3.9M.
  • Lockheed Martin made up 0.16% of Cetera Investment Advisers's portfolio in Q1 2026, its #111 holding.
  • Cetera Investment Advisers first reported a position in Lockheed Martin in Q1 2016 and has held it in 41 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.