CM Wealth Advisors’s Lockheed Martin LMT Stock Holding History

CM Wealth 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 Q2	–	Sell	-332	Closed	-$201K	–	198
2026 Q1	$201K	Buy	+332	New	+$205K	0.04%	141

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

CM Wealth Advisors's LMT Position: Q2 2026 in Review

CM Wealth Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 332 shares — an estimated $201K sold.

CM Wealth Advisors first reported a position in LMT in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

CM Wealth Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
CM Wealth Advisors sold 332 Lockheed Martin shares in Q2 2026, an estimated $201K.
CM Wealth Advisors first reported a position in Lockheed Martin in Q1 2026 and held it in 1 quarter.
CM Wealth Advisors's Lockheed Martin position peaked at $201K in Q1 2026.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.