CFS
LMT icon

CGC Financial Services’s Lockheed Martin LMT Stock Holding History

CGC Financial 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 		$60.4K Sell
119
-45
-27% -$24.3K 0.01% 128
2026
Q1 		$99.2K Buy
164
+1
+0.6% +$616 0.03% 92
2025
Q4 		$79.2K Hold
163
– – 0.02% 108
2025
Q3 		$81.5K Hold
163
– – 0.02% 101
2025
Q2 		$75.3K Buy
163
+1
+0.6% +$468 0.03% 100
2025
Q1 		$72.4K Hold
162
– – 0.03% 91
2024
Q4 		$78.6K Buy
162
+93
+135% +$50.7K 0.03% 89
2024
Q3 		$40.5K Hold
69
– – 0.02% 118
2024
Q2 		$32.1K Buy
69
+1
+1% +$462 0.01% 128
2024
Q1 		$30.9K Buy
68
+1
+1% +$438 0.02% 130
2023
Q4 		$30.6K Hold
67
– – 0.01% 137
2023
Q3 		$27.6K Hold
67
– – 0.02% 120
2023
Q2 		$31K Buy
+67
New +$31.1K 0.02% 117

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

CGC Financial Services's LMT Position: Q2 2026 in Review

CGC Financial Services reduced its Lockheed Martin (LMT) stake by 27% in Q2 2026, selling an estimated $24.3K and leaving 119 shares worth $60.4K. The position accounts for 0.01% of the portfolio, ranked #128.

CGC Financial Services first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $99.2K in Q1 2026. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • CGC Financial Services held 119 shares of Lockheed Martin worth $60.4K as of Q2 2026.
  • CGC Financial Services sold 45 Lockheed Martin shares in Q2 2026, an estimated $24.3K.
  • Lockheed Martin made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #128 holding.
  • CGC Financial Services first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Lockheed Martin position peaked at $99.2K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.