CPIG
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Chicago Partners Investment Group’s Lockheed Martin LMT Stock Holding History

Chicago Partners Investment Group’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 		$3.01M Buy
5,423
+1,939
+56% +$1.19M 0.07% 248
2025
Q4 		$2.06M Buy
3,484
+1,164
+50% +$557K 0.05% 284
2025
Q3 		$1.13M Sell
2,320
-155
-6% -$70.3K 0.03% 394
2025
Q2 		$1.04M Buy
2,475
+410
+20% +$192K 0.03% 388
2025
Q1 		$973K Buy
2,065
+358
+21% +$165K 0.03% 365
2024
Q4 		$800K Buy
1,707
+69
+4% +$37.6K 0.03% 390
2024
Q3 		$936K Sell
1,638
-33
-2% -$17.7K 0.03% 343
2024
Q2 		$898K Buy
1,671
+64
+4% +$29.6K 0.03% 341
2024
Q1 		$739K Sell
1,607
-19
-1% -$8.33K 0.03% 369
2023
Q4 		$702K Buy
1,626
+27
+2% +$12K 0.03% 355
2023
Q3 		$714K Buy
1,599
+77
+5% +$34.2K 0.04% 331
2023
Q2 		$683K Sell
1,522
-102
-6% -$47.3K 0.04% 349
2023
Q1 		$781K Buy
1,624
+139
+9% +$65.2K 0.05% 299
2022
Q4 		$696K Buy
1,485
+156
+12% +$72.5K 0.04% 311
2022
Q3 		$650K Buy
1,329
+446
+51% +$186K 0.05% 291
2022
Q2 		$365K Sell
883
-153
-15% -$67.2K 0.03% 402
2022
Q1 		$450K Sell
1,036
-1,745
-63% -$707K 0.03% 336
2021
Q4 		$1.08M Buy
2,781
+1,705
+158% +$590K 0.08% 211
2021
Q3 		$361K Sell
1,076
-208
-16% -$75.3K 0.03% 405
2021
Q2 		$472K Sell
1,284
-692
-35% -$266K 0.04% 333
2021
Q1 		$735K Sell
1,976
-806
-29% -$277K 0.06% 243
2020
Q4 		$946K Buy
2,782
+175
+7% +$64.3K 0.09% 186
2020
Q3 		$948K Sell
2,607
-53
-2% -$20.2K 0.11% 145
2020
Q2 		$1.02M Buy
2,660
+81
+3% +$30.6K 0.13% 131
2020
Q1 		$1.03M Buy
2,579
+689
+36% +$271K 0.16% 113
2019
Q4 		$805K Buy
1,890
+398
+27% +$153K 0.1% 154
2019
Q3 		$559K Buy
1,492
+69
+5% +$25.9K 0.08% 191
2019
Q2 		$509K Buy
1,423
+42
+3% +$14.1K 0.07% 187
2019
Q1 		$434K Sell
1,381
-121
-8% -$35.5K 0.06% 197
2018
Q4 		$417K Sell
1,502
-64
-4% -$19.4K 0.06% 217
2018
Q3 		$449K Buy
1,566
+121
+8% +$39K 0.07% 196
2018
Q2 		$427K Buy
1,445
+226
+19% +$72.9K 0.07% 193
2018
Q1 		$412K Buy
1,219
+12
+1% +$4.08K 0.07% 177
2017
Q4 		$387K Hold
1,207
– – 0.06% 190
2017
Q3 		$374K Buy
1,207
+1,057
+705% +$315K 0.06% 191
2017
Q2 		$40K Sell
150
-944
-86% -$259K 0.01% 417
2017
Q1 		$293K Buy
1,094
+65
+6% +$17K 0.08% 152
2016
Q4 		$257K Hold
1,029
– – 0.09% 150
2016
Q3 		$247K Buy
1,029
+7
+0.7% +$1.75K 0.1% 148
2016
Q2 		$254K Buy
1,022
+7
+0.7% +$1.65K 0.12% 115
2016
Q1 		$225K Buy
1,015
+7
+0.7% +$1.51K 0.12% 113
2015
Q4 		$219K Buy
1,008
+8
+0.8% +$1.74K 0.1% 143
2015
Q3 		$207K Hold
1,000
– – 0.12% 119
2015
Q2 		$186K Sell
1,000
-54
-5% -$10.4K 0.08% 140
2015
Q1 		$203K Buy
1,054
+31
+3% +$6.12K 0.09% 126
2014
Q4 		$197K Buy
+1,023
New +$190K 0.08% 122

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

Chicago Partners Investment Group's LMT Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Lockheed Martin (LMT) stake by 56% in Q1 2026, buying an estimated $1.19M and bringing the position to 5,423 shares worth $3.01M. The position accounts for 0.07% of the portfolio, ranked #248.

Chicago Partners Investment Group first reported a position in LMT in Q4 2014 and has held it in 46 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Chicago Partners Investment Group held 5,423 shares of Lockheed Martin worth $3.01M as of Q1 2026.
  • Chicago Partners Investment Group bought 1,939 Lockheed Martin shares in Q1 2026, an estimated $1.19M.
  • Lockheed Martin made up 0.07% of Chicago Partners Investment Group's portfolio in Q1 2026, its #248 holding.
  • Chicago Partners Investment Group first reported a position in Lockheed Martin in Q4 2014 and has held it in 46 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.