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CFS Investment Advisory Services’s Lockheed Martin LMT Stock Holding History

CFS 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 		$598K Sell
1,096
-55
-5% -$29.7K 0.04% 236
2026
Q1 		$682K Buy
1,151
+98
+9% +$60.4K 0.05% 226
2025
Q4 		$509K Buy
1,053
+175
+20% +$83.7K 0.04% 236
2025
Q3 		$426K Buy
878
+111
+14% +$50.4K 0.03% 249
2025
Q2 		$355K Buy
767
+78
+11% +$36.5K 0.03% 264
2025
Q1 		$308K Sell
689
-402
-37% -$185K 0.03% 262
2024
Q4 		$530K Buy
1,091
+21
+2% +$11.4K 0.05% 205
2024
Q3 		$625K Buy
1,070
+398
+59% +$214K 0.05% 194
2024
Q2 		$314K Buy
+672
New +$311K 0.03% 216
2023
Q3 		– Sell
-560
Closed -$258K – 210
2023
Q2 		$258K Buy
+560
New +$260K 0.03% 221
2022
Q2 		– Sell
-93,135
Closed – – 393
2022
Q1 		$0 Buy
+93,135
New +$37.8M ﹤0.01% 488

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

CFS Investment Advisory Services reduced its Lockheed Martin (LMT) stake by 4.8% in Q2 2026, selling an estimated $29.7K and leaving 1,096 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #236.

CFS Investment Advisory Services first reported a position in LMT in Q1 2022 and has held it in 11 quarters since. The position peaked at $682K in Q1 2026. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • CFS Investment Advisory Services held 1,096 shares of Lockheed Martin worth $598K as of Q2 2026.
  • CFS Investment Advisory Services sold 55 Lockheed Martin shares in Q2 2026, an estimated $29.7K.
  • Lockheed Martin made up 0.04% of CFS Investment Advisory Services's portfolio in Q2 2026, its #236 holding.
  • CFS Investment Advisory Services first reported a position in Lockheed Martin in Q1 2022 and has held it in 11 quarters since.
  • CFS Investment Advisory Services's Lockheed Martin position peaked at $682K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.