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: 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. 2,789 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.
  • 2,789 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.