CFO
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CVA Family Office’s Lockheed Martin LMT Stock Holding History

CVA Family Office’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
Q1 		$964K Buy
1,596
+147
+10% +$90.6K 0.1% 114
2025
Q4 		$701K Sell
1,449
-60
-4% -$28.7K 0.08% 137
2025
Q3 		$753K Sell
1,509
-73
-5% -$33.1K 0.1% 123
2025
Q2 		$733K Buy
1,582
+25
+2% +$11.7K 0.1% 123
2025
Q1 		$696K Sell
1,557
-4
-0.3% -$1.84K 0.11% 123
2024
Q4 		$759K Buy
1,561
+13
+0.8% +$7.09K 0.12% 113
2024
Q3 		$905K Buy
1,548
+17
+1% +$9.13K 0.15% 98
2024
Q2 		$715K Buy
1,531
+29
+2% +$13.4K 0.13% 109
2024
Q1 		$683K Sell
1,502
-18
-1% -$7.89K 0.12% 114
2023
Q4 		$689K Buy
1,520
+82
+6% +$36.3K 0.13% 109
2023
Q3 		$588K Sell
1,438
-22
-2% -$9.76K 0.13% 115
2023
Q2 		$672K Sell
1,460
-22
-1% -$10.2K 0.14% 105
2023
Q1 		$701K Buy
1,482
+57
+4% +$26.7K 0.16% 99
2022
Q4 		$693K Buy
1,425
+40
+3% +$18.6K 0.17% 91
2022
Q3 		$535K Buy
1,385
+880
+174% +$367K 0.15% 103
2022
Q2 		$217K Buy
505
+75
+17% +$32.9K 0.06% 161
2022
Q1 		$190K Buy
430
+100
+30% +$40.5K 0.05% 180
2021
Q4 		$117K Buy
330
+175
+113% +$60.5K 0.03% 223
2021
Q3 		$59K Sell
155
-315
-67% -$114K 0.04% 164
2021
Q2 		$178K Buy
470
+105
+29% +$40.4K 0.05% 168
2021
Q1 		$135K Buy
365
+210
+135% +$72K 0.05% 149
2020
Q4 		$55K Hold
155
– – 0.03% 183
2020
Q3 		$59K Buy
+155
New +$59.2K 0.04% 164

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CVA Family Office's LMT Position: Q1 2026 in Review

CVA Family Office increased its Lockheed Martin (LMT) stake by 10% in Q1 2026, buying an estimated $90.6K and bringing the position to 1,596 shares worth $964K. The position accounts for 0.1% of the portfolio, ranked #114.

CVA Family Office first reported a position in LMT in Q3 2020 and has held it in 23 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • CVA Family Office held 1,596 shares of Lockheed Martin worth $964K as of Q1 2026.
  • CVA Family Office bought 147 Lockheed Martin shares in Q1 2026, an estimated $90.6K.
  • Lockheed Martin made up 0.1% of CVA Family Office's portfolio in Q1 2026, its #114 holding.
  • CVA Family Office first reported a position in Lockheed Martin in Q3 2020 and has held it in 23 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.