Cypress Wealth Services
LMT icon

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
Q3 		$393K Buy
770
+3
+0.4% +$1.65K 0.05% 280
2026
Q2 		$391K Sell
767
-83
-10% -$44.9K 0.05% 282
2026
Q1 		$514K Sell
850
-162
-16% -$100K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Cypress Wealth Services's LMT Position: Q3 2026 in Review

Cypress Wealth Services increased its Lockheed Martin (LMT) stake by 0.39% in Q3 2026, buying an estimated $1.65K and bringing the position to 770 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #280.

Cypress Wealth Services first reported a position in LMT in Q3 2019 and has held it in 22 quarters since. The position peaked at $694K in Q2 2022. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Cypress Wealth Services held 770 shares of Lockheed Martin worth $393K as of Q3 2026.
  • Cypress Wealth Services bought 3 Lockheed Martin shares in Q3 2026, an estimated $1.65K.
  • Lockheed Martin made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #280 holding.
  • Cypress Wealth Services first reported a position in Lockheed Martin in Q3 2019 and has held it in 22 quarters since.
  • Cypress Wealth Services's Lockheed Martin position peaked at $694K in Q2 2022.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.