CIBC Private Wealth Group
LMT icon

CIBC Private Wealth Group’s Lockheed Martin LMT Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$16.3M Sell
33,700
-247
-0.7% -$118K 0.03% 302
2025
Q3 		$16.9M Sell
33,947
-4,435
-12% -$2.01M 0.03% 296
2025
Q2 		$17.8M Sell
38,382
-265
-0.7% -$124K 0.03% 295
2025
Q1 		$17.1M Buy
38,647
+751
+2% +$346K 0.04% 270
2024
Q4 		$17.8M Sell
37,896
-1,238
-3% -$675K 0.03% 283
2024
Q3 		$22.9M Buy
39,134
+3,614
+10% +$1.94M 0.04% 265
2024
Q2 		$16.4M Buy
35,520
+742
+2% +$343K 0.03% 269
2024
Q1 		$15.7M Sell
34,778
-632
-2% -$277K 0.03% 284
2023
Q4 		$16M Sell
35,410
-4,180
-11% -$1.85M 0.03% 270
2023
Q3 		$16.2M Sell
39,590
-2,193
-5% -$973K 0.04% 276
2023
Q2 		$19.2M Buy
41,783
+20,264
+94% +$9.41M 0.04% 270
2023
Q1 		$3.44M Sell
21,519
-1,170
-5% -$549K 0.01% 439
2022
Q4 		$7.81M Sell
22,689
-2,005
-8% -$932K 0.03% 292
2022
Q3 		$9.54M Sell
24,694
-474
-2% -$198K 0.03% 307
2022
Q2 		$10.8M Buy
25,168
+453
+2% +$199K 0.03% 298
2022
Q1 		$10.9M Buy
24,715
+1,876
+8% +$760K 0.02% 316
2021
Q4 		$8.12M Sell
22,839
-12,204
-35% -$4.22M 0.02% 350
2021
Q3 		$12.1M Sell
35,043
-148,094
-81% -$53.6M 0.03% 313
2021
Q2 		$69.3M Sell
183,137
-3,002
-2% -$1.15M 0.16% 130
2021
Q1 		$68.8M Buy
186,139
+8,074
+5% +$2.77M 0.17% 127
2020
Q4 		$63.2M Buy
178,065
+3,603
+2% +$1.32M 0.17% 128
2020
Q3 		$66.8M Buy
174,462
+149,439
+597% +$57M 0.2% 109
2020
Q2 		$9.13M Sell
25,023
-141,551
-85% -$53.5M 0.04% 241
2020
Q1 		$56.5M Buy
166,574
+134,853
+425% +$53M 0.24% 97
2019
Q4 		$12.4M Buy
31,721
+141
+0.4% +$54.1K 0.04% 262
2019
Q3 		$12.3M Buy
31,580
+2,228
+8% +$838K 0.04% 259
2019
Q2 		$10.7M Buy
29,352
+1,551
+6% +$519K 0.04% 273
2019
Q1 		$8.34M Buy
27,801
+400
+1% +$117K 0.03% 299
2018
Q4 		$7.17M Buy
27,401
+3,216
+13% +$976K 0.03% 300
2018
Q3 		$8.37M Buy
24,185
+1,923
+9% +$621K 0.03% 315
2018
Q2 		$6.58M Sell
22,262
-236
-1% -$76.1K 0.03% 332
2018
Q1 		$7.6M Buy
22,498
+2,307
+11% +$785K 0.03% 308
2017
Q4 		$6.48M Buy
20,191
+1,491
+8% +$470K 0.03% 325
2017
Q3 		$5.8M Buy
18,700
+4,369
+30% +$1.3M 0.03% 332
2017
Q2 		$3.98M Buy
+14,331
New +$3.94M 0.03% 309
2017
Q1 		– Sell
-11,611
Closed -$2.9M – 588
2016
Q4 		$2.9M Sell
11,611
-843
-7% -$211K 0.02% 328
2016
Q3 		$2.98M Buy
12,454
+428
+4% +$107K 0.02% 321
2016
Q2 		$2.98M Buy
12,026
+970
+9% +$229K 0.02% 316
2016
Q1 		$2.45M Buy
11,056
+401
+4% +$86.3K 0.02% 328
2015
Q4 		$2.31M Buy
10,655
+629
+6% +$136K 0.02% 343
2015
Q3 		$2.08M Buy
+10,026
New +$2.04M 0.02% 343
2015
Q1 		– Sell
-10,212
Closed -$1.97M – 629
2014
Q4 		$1.97M Buy
+10,212
New +$1.9M 0.02% 374
2014
Q2 		– Sell
-14,243
Closed -$2.35M – 611
2014
Q1 		$2.35M Buy
+14,243
New +$2.24M 0.02% 345

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group's LMT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Lockheed Martin (LMT) stake by 0.73% in Q4 2025, selling an estimated $118K and leaving 33,700 shares worth $16.3M. The position accounts for 0.03% of the portfolio, ranked #302.

CIBC Private Wealth Group first reported a position in LMT in Q1 2014 and has held it in 43 quarters since. The position peaked at $69.3M in Q2 2021. 2,721 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • CIBC Private Wealth Group held 33,700 shares of Lockheed Martin worth $16.3M as of Q4 2025.
  • CIBC Private Wealth Group sold 247 Lockheed Martin shares in Q4 2025, an estimated $118K.
  • Lockheed Martin made up 0.03% of CIBC Private Wealth Group's portfolio in Q4 2025, its #302 holding.
  • CIBC Private Wealth Group first reported a position in Lockheed Martin in Q1 2014 and has held it in 43 quarters since.
  • CIBC Private Wealth Group's Lockheed Martin position peaked at $69.3M in Q2 2021.
  • 2,721 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.