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Cherry Creek Investment Advisors’s Lockheed Martin LMT Stock Holding History

Cherry Creek Investment 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
Q1 		$366K Buy
606
+3
+0.5% +$1.85K 0.16% 85
2025
Q4 		$292K Buy
603
+4
+0.7% +$1.91K 0.12% 89
2025
Q3 		$299K Buy
599
+4
+0.7% +$1.81K 0.13% 93
2025
Q2 		$275K Sell
595
-100
-14% -$46.8K 0.13% 91
2025
Q1 		$310K Buy
695
+5
+0.7% +$2.3K 0.16% 85
2024
Q4 		$335K Sell
690
-174
-20% -$94.8K 0.16% 82
2024
Q3 		$505K Buy
864
+4
+0.5% +$2.15K 0.26% 56
2024
Q2 		$401K Buy
860
+12
+1% +$5.55K 0.21% 70
2024
Q1 		$386K Buy
848
+6
+0.7% +$2.63K 0.21% 70
2023
Q4 		$382K Hold
842
– – 0.23% 64
2023
Q3 		$344K Buy
842
+6
+0.7% +$2.66K 0.23% 62
2023
Q2 		$385K Buy
836
+36
+5% +$16.7K 0.26% 59
2023
Q1 		$378K Buy
800
+10
+1% +$4.69K 0.28% 60
2022
Q4 		$384K Hold
790
– – 0.3% 59
2022
Q3 		$305K Buy
790
+5
+0.6% +$2.09K 0.25% 63
2022
Q2 		$337K Buy
785
+32
+4% +$14.1K 0.27% 61
2022
Q1 		$332K Sell
753
-3
-0.4% -$1.22K 0.22% 74
2021
Q4 		$269K Sell
756
-661
-47% -$229K 0.17% 85
2021
Q3 		$489K Buy
1,417
+219
+18% +$79.3K 0.33% 60
2021
Q2 		$453K Buy
+1,198
New +$461K 0.3% 65

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

Cherry Creek Investment Advisors's LMT Position: Q1 2026 in Review

Cherry Creek Investment Advisors increased its Lockheed Martin (LMT) stake by 0.5% in Q1 2026, buying an estimated $1.85K and bringing the position to 606 shares worth $366K. The position accounts for 0.16% of the portfolio, ranked #85.

Cherry Creek Investment Advisors first reported a position in LMT in Q2 2021 and has held it in 20 quarters since. The position peaked at $505K in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Cherry Creek Investment Advisors held 606 shares of Lockheed Martin worth $366K as of Q1 2026.
  • Cherry Creek Investment Advisors bought 3 Lockheed Martin shares in Q1 2026, an estimated $1.85K.
  • Lockheed Martin made up 0.16% of Cherry Creek Investment Advisors's portfolio in Q1 2026, its #85 holding.
  • Cherry Creek Investment Advisors first reported a position in Lockheed Martin in Q2 2021 and has held it in 20 quarters since.
  • Cherry Creek Investment Advisors's Lockheed Martin position peaked at $505K in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.