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Cypress Advisory Group’s Lockheed Martin LMT Stock Holding History

Cypress Advisory Group’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 		$3.26M Buy
6,406
+135
+2% +$73K 2.53% 9
2026
Q1 		$3.79M Sell
6,271
-271
-4% -$167K 2.89% 7
2025
Q4 		$3.16M Hold
6,542
– – 2.32% 12
2025
Q3 		$3.27M Sell
6,542
-5
-0.1% -$2.27K 2.42% 10
2025
Q2 		$3.03M Sell
6,547
-165
-2% -$77.2K 2.35% 9
2025
Q1 		$3M Sell
6,712
-35
-0.5% -$16.1K 2.74% 8
2024
Q4 		$3.28M Buy
+6,747
New +$3.68M 3.02% 7

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cypress Advisory Group's LMT Position: Q2 2026 in Review

Cypress Advisory Group increased its Lockheed Martin (LMT) stake by 2.2% in Q2 2026, buying an estimated $73K and bringing the position to 6,406 shares worth $3.26M. The position accounts for 2.53% of the portfolio, ranked #9.

Cypress Advisory Group first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.79M in Q1 2026. 649 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cypress Advisory Group held 6,406 shares of Lockheed Martin worth $3.26M as of Q2 2026.
  • Cypress Advisory Group bought 135 Lockheed Martin shares in Q2 2026, an estimated $73K.
  • Lockheed Martin made up 2.53% of Cypress Advisory Group's portfolio in Q2 2026, its #9 holding.
  • Cypress Advisory Group first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Cypress Advisory Group's Lockheed Martin position peaked at $3.79M in Q1 2026.
  • 649 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.