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CPR Investments’s Lockheed Martin LMT Stock Holding History

CPR Investments’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 		$257K Sell
505
-67
-12% -$36.2K 0.2% 43
2026
Q1 		$346K Buy
+572
New +$352K 0.23% 33

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

CPR Investments's LMT Position: Q2 2026 in Review

CPR Investments reduced its Lockheed Martin (LMT) stake by 12% in Q2 2026, selling an estimated $36.2K and leaving 505 shares worth $257K. The position accounts for 0.2% of the portfolio, ranked #43.

CPR Investments first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $346K in Q1 2026. 1,087 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • CPR Investments held 505 shares of Lockheed Martin worth $257K as of Q2 2026.
  • CPR Investments sold 67 Lockheed Martin shares in Q2 2026, an estimated $36.2K.
  • Lockheed Martin made up 0.2% of CPR Investments's portfolio in Q2 2026, its #43 holding.
  • CPR Investments first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
  • CPR Investments's Lockheed Martin position peaked at $346K in Q1 2026.
  • 1,087 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.