CS
LMT icon

Crescent Sterling’s Lockheed Martin LMT Stock Holding History

Crescent Sterling’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 		$803K Buy
1,577
+5
+0.3% +$2.7K 0.72% 39
2026
Q1 		$950K Buy
1,572
+62
+4% +$38.2K 0.92% 32
2025
Q4 		$730K Buy
1,510
+31
+2% +$14.8K 0.75% 37
2025
Q3 		$738K Buy
1,479
+205
+16% +$93K 0.78% 37
2025
Q2 		$590K Sell
1,274
-31
-2% -$14.5K 0.66% 44
2025
Q1 		$583K Buy
1,305
+10
+0.8% +$4.6K 0.6% 47
2024
Q4 		$629K Buy
1,295
+50
+4% +$27.3K 0.65% 45
2024
Q3 		$728K Sell
1,245
-23
-2% -$12.3K 0.69% 43
2024
Q2 		$592K Sell
1,268
-213
-14% -$98.4K 0.57% 49
2024
Q1 		$674K Buy
1,481
+312
+27% +$137K 0.61% 44
2023
Q4 		$530K Sell
1,169
-15
-1% -$6.65K 0.53% 47
2023
Q3 		$484K Sell
1,184
-38
-3% -$16.9K 0.51% 47
2023
Q2 		$563K Buy
1,222
+169
+16% +$78.4K 0.53% 48
2023
Q1 		$498K Buy
1,053
+32
+3% +$15K 0.48% 51
2022
Q4 		$497K Buy
+1,021
New +$474K 0.53% 46

Other funds holding LMT

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Crescent Sterling's LMT Position: Q2 2026 in Review

Crescent Sterling increased its Lockheed Martin (LMT) stake by 0.32% in Q2 2026, buying an estimated $2.7K and bringing the position to 1,577 shares worth $803K. The position accounts for 0.72% of the portfolio, ranked #39.

Crescent Sterling first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $950K in Q1 2026. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Crescent Sterling held 1,577 shares of Lockheed Martin worth $803K as of Q2 2026.
  • Crescent Sterling bought 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
  • Lockheed Martin made up 0.72% of Crescent Sterling's portfolio in Q2 2026, its #39 holding.
  • Crescent Sterling first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Crescent Sterling's Lockheed Martin position peaked at $950K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.