Cresset Asset Management’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16M Buy
31,490
+410
+1% +$222K 0.06% 196
2026
Q1
$18.8M Buy
31,080
+1,393
+5% +$858K 0.08% 159
2025
Q4
$14.4M Buy
29,687
+1,668
+6% +$798K 0.06% 196
2025
Q3
$14M Buy
28,019
+487
+2% +$221K 0.06% 189
2025
Q2
$12.8M Sell
27,532
-3,598
-12% -$1.68M 0.06% 184
2025
Q1
$13.9M Sell
31,130
-1,156
-4% -$532K 0.07% 175
2024
Q4
$15.7M Sell
32,286
-16,498
-34% -$8.99M 0.07% 163
2024
Q3
$28.5M Buy
48,784
+930
+2% +$499K 0.11% 123
2024
Q2
$22.4M Buy
47,854
+10,015
+26% +$4.63M 0.09% 150
2024
Q1
$17.2M Buy
37,839
+997
+3% +$437K 0.08% 166
2023
Q4
$16.7M Buy
36,842
+3,318
+10% +$1.47M 0.1% 139
2023
Q3
$13.7M Sell
33,524
-504
-1% -$224K 0.05% 167
2023
Q2
$15.7M Buy
34,028
+27,163
+396% +$12.6M 0.02% 201
2023
Q1
$3.25M Buy
6,865
+586
+9% +$275K 0.06% 173
2022
Q4
$2.14M Sell
6,279
-446
-7% -$207K 0.03% 197
2022
Q3
$2.6M Sell
6,725
-99
-1% -$41.3K 0.03% 185
2022
Q2
$2.92M Sell
6,824
-315
-4% -$138K 0.04% 174
2022
Q1
$3.15M Sell
7,139
-35
-0.5% -$14.2K 0.03% 186
2021
Q4
$2.55M Buy
7,174
+51
+0.7% +$17.6K 0.02% 258
2021
Q3
$2.46M Buy
7,123
+291
+4% +$105K 0.03% 195
2021
Q2
$2.58M Sell
6,832
-310
-4% -$119K 0.04% 171
2021
Q1
$2.64M Buy
7,142
+1,178
+20% +$404K 0.04% 146
2020
Q4
$2.12M Sell
5,964
-448
-7% -$165K 0.03% 160
2020
Q3
$2.46M Buy
6,412
+383
+6% +$146K 0.05% 145
2020
Q2
$2.2M Buy
6,029
+3,093
+105% +$1.17M 0.05% 140
2020
Q1
$995K Buy
2,936
+1,630
+125% +$641K 0.03% 193
2019
Q4
$508K Buy
1,306
+263
+25% +$101K 0.01% 301
2019
Q3
$407K Buy
1,043
+20
+2% +$7.52K 0.01% 304
2019
Q2
$372K Sell
1,023
-372
-27% -$124K 0.01% 295
2019
Q1
$418K Buy
1,395
+815
+141% +$239K 0.02% 210
2018
Q4
$152K Buy
+580
New +$176K 0.01% 258

Other funds holding LMT

Cresset Asset Management's LMT Position: Q2 2026 in Review

Cresset Asset Management increased its Lockheed Martin (LMT) stake by 1.3% in Q2 2026, buying an estimated $222K and bringing the position to 31,490 shares worth $16M. The position accounts for 0.06% of the portfolio, ranked #196.

Cresset Asset Management first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $28.5M in Q3 2024. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cresset Asset Management held 31,490 shares of Lockheed Martin worth $16M as of Q2 2026.
  • Cresset Asset Management bought 410 Lockheed Martin shares in Q2 2026, an estimated $222K.
  • Lockheed Martin made up 0.06% of Cresset Asset Management's portfolio in Q2 2026, its #196 holding.
  • Cresset Asset Management first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Lockheed Martin position peaked at $28.5M in Q3 2024.
  • 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.