CVFG LLC’s Lockheed Martin LMT Stock Holding History

CVFG LLC’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	$4.8M	Sell	9,417 -160	-2%	-$86.5K	0.5%	61
2026 Q1	$5.79M	Buy	+9,577	New	+$5.9M	0.72%	43

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

CVFG LLC's LMT Position: Q2 2026 in Review

CVFG LLC reduced its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, selling an estimated $86.5K and leaving 9,417 shares worth $4.8M. The position accounts for 0.5% of the portfolio, ranked #61.

CVFG LLC first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.79M in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

CVFG LLC held 9,417 shares of Lockheed Martin worth $4.8M as of Q2 2026.
CVFG LLC sold 160 Lockheed Martin shares in Q2 2026, an estimated $86.5K.
Lockheed Martin made up 0.5% of CVFG LLC's portfolio in Q2 2026, its #61 holding.
CVFG LLC first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
CVFG LLC's Lockheed Martin position peaked at $5.79M in Q1 2026.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.