CCA
LMT icon

Cypress Capital Advisors’s Lockheed Martin LMT Stock Holding History

Cypress Capital 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
Q1 		$1.09M Sell
1,807
-31
-2% -$19.1K 0.59% 30
2025
Q4 		$889K Sell
1,838
-18
-1% -$8.61K 0.48% 40
2025
Q3 		$927K Sell
1,856
-130
-7% -$59K 0.53% 37
2025
Q2 		$920K Sell
1,986
-19
-0.9% -$8.89K 0.58% 37
2025
Q1 		$896K Buy
2,005
+44
+2% +$20.3K 0.62% 37
2024
Q4 		$953K Buy
+1,961
New +$1.07M 0.75% 29

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

Cypress Capital Advisors's LMT Position: Q1 2026 in Review

Cypress Capital Advisors reduced its Lockheed Martin (LMT) stake by 1.7% in Q1 2026, selling an estimated $19.1K and leaving 1,807 shares worth $1.09M. The position accounts for 0.59% of the portfolio, ranked #30.

Cypress Capital Advisors first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Cypress Capital Advisors held 1,807 shares of Lockheed Martin worth $1.09M as of Q1 2026.
  • Cypress Capital Advisors sold 31 Lockheed Martin shares in Q1 2026, an estimated $19.1K.
  • Lockheed Martin made up 0.59% of Cypress Capital Advisors's portfolio in Q1 2026, its #30 holding.
  • Cypress Capital Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cypress Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.