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Cypress Wealth Services’s Lockheed Martin LMT Stock Holding History

Cypress Wealth Services’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 		$391K Sell
767
-83
-10% -$44.9K 0.05% 282
2026
Q1 		$514K Sell
850
-162
-16% -$99.8K 0.07% 220
2025
Q4 		$489K Buy
1,012
+437
+76% +$209K 0.07% 212
2025
Q3 		$287K Buy
+575
New +$261K 0.05% 261
2024
Q4 		– Sell
-753
Closed -$440K – 294
2024
Q3 		$440K Buy
+753
New +$404K 0.09% 163
2024
Q2 		– Sell
-674
Closed -$307K – 268
2024
Q1 		$307K Sell
674
-75
-10% -$32.9K 0.07% 195
2023
Q4 		$339K Sell
749
-27
-3% -$12K 0.08% 178
2023
Q3 		$317K Buy
776
+2
+0.3% +$887 0.09% 179
2023
Q2 		$364K Buy
774
+72
+10% +$33.4K 0.1% 168
2023
Q1 		$332K Sell
702
-300
-30% -$141K 0.1% 170
2022
Q4 		$487K Sell
1,002
-477
-32% -$222K 0.16% 121
2022
Q3 		$597K Sell
1,479
-134
-8% -$56K 0.2% 96
2022
Q2 		$694K Buy
1,613
+426
+36% +$187K 0.22% 86
2022
Q1 		$524K Buy
1,187
+160
+16% +$64.9K 0.14% 116
2021
Q4 		$365K Sell
1,027
-85
-8% -$29.4K 0.1% 151
2021
Q3 		$384K Sell
1,112
-57
-5% -$20.6K 0.12% 141
2021
Q2 		$442K Buy
1,169
+112
+11% +$43.1K 0.12% 152
2021
Q1 		$390K Buy
1,057
+203
+24% +$69.6K 0.08% 182
2020
Q4 		$303K Buy
+854
New +$314K 0.07% 203
2020
Q1 		– Sell
-528
Closed -$205K – 264
2019
Q4 		$205K Buy
528
+2
+0.4% +$767 0.05% 240
2019
Q3 		$205K Buy
+526
New +$198K 0.06% 235

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 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

Cypress Wealth Services's LMT Position: Q2 2026 in Review

Cypress Wealth Services reduced its Lockheed Martin (LMT) stake by 9.8% in Q2 2026, selling an estimated $44.9K and leaving 767 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #282.

Cypress Wealth Services first reported a position in LMT in Q3 2019 and has held it in 21 quarters since. The position peaked at $694K in Q2 2022. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cypress Wealth Services held 767 shares of Lockheed Martin worth $391K as of Q2 2026.
  • Cypress Wealth Services sold 83 Lockheed Martin shares in Q2 2026, an estimated $44.9K.
  • Lockheed Martin made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #282 holding.
  • Cypress Wealth Services first reported a position in Lockheed Martin in Q3 2019 and has held it in 21 quarters since.
  • Cypress Wealth Services's Lockheed Martin position peaked at $694K in Q2 2022.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.