Cresta Advisors’s Lockheed Martin LMT Stock Holding History

Cresta Advisors’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	$630K	Hold	1,237	–	–	0.23%	40
2026 Q1	$748K	Hold	1,237	–	–	0.31%	35
2025 Q4	$599K	Hold	1,237	–	–	0.25%	35
2025 Q3	$618K	Hold	1,237	–	–	0.28%	34
2025 Q2	$573K	Hold	1,237	–	–	0.28%	33
2025 Q1	$553K	Hold	1,237	–	–	0.29%	35
2024 Q4	$723K	Hold	1,237	–	–	0.38%	35
2024 Q3	$723K	Hold	1,237	–	–	0.38%	35
2024 Q2	$578K	Sell	1,237 -1	-0.1%	-$462	0.34%	33
2024 Q1	$563K	Buy	1,238 +1	+0.1%	+$438	0.36%	32
2023 Q4	$561K	Hold	1,237	–	–	0.37%	35
2023 Q3	$506K	Hold	1,237	–	–	0.39%	32
2023 Q2	$570K	Hold	1,237	–	–	0.44%	32
2023 Q1	$585K	Hold	1,237	–	–	0.46%	26
2022 Q4	$602K	Hold	1,237	–	–	0.53%	18
2022 Q3	$478K	Buy	+1,237	New	+$517K	0.59%	20

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Cresta Advisors's LMT Position: Q2 2026 in Review

Cresta Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,237 shares worth $630K. The position accounts for 0.23% of the portfolio, ranked #40.

Cresta Advisors first reported a position in LMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $748K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Cresta Advisors held 1,237 shares of Lockheed Martin worth $630K as of Q2 2026.
Cresta Advisors left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.23% of Cresta Advisors's portfolio in Q2 2026, its #40 holding.
Cresta Advisors first reported a position in Lockheed Martin in Q3 2022 and has held it in 16 quarters since.
Cresta Advisors's Lockheed Martin position peaked at $748K in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.