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
2025
Q1
Hold
0
-$48.6K 1801
2024
Q4
Sell
-100
Closed -$54.5K 1668
2024
Q3
$58.5K Hold
100
﹤0.01% 2084
2024
Q2
$46.7K Buy
+100
New +$46.2K ﹤0.01% 2013

Other funds holding LMT

Cresset Asset Management's LMT Position: Q1 2026 in Review

Cresset Asset Management increased its Lockheed Martin (LMT) stake by 4.7% in Q1 2026, buying an estimated $858K and bringing the position to 31,080 shares worth $18.8M. The position accounts for 0.08% of the portfolio, ranked #159.

Cresset Asset Management first reported a position in LMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $28.5M in Q3 2024. 2,919 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Cresset Asset Management held 31,080 shares of Lockheed Martin worth $18.8M as of Q1 2026.
  • Cresset Asset Management bought 1,393 Lockheed Martin shares in Q1 2026, an estimated $858K.
  • Lockheed Martin made up 0.08% of Cresset Asset Management's portfolio in Q1 2026, its #159 holding.
  • Cresset Asset Management first reported a position in Lockheed Martin in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Lockheed Martin position peaked at $28.5M in Q3 2024.
  • 2,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.