Balyasny Asset Management’s Lockheed Martin LMT Stock Holding History

Balyasny Asset Management’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	$423K	Sell	700 -200	-22%	-$123K	﹤0.01%	2439
2025 Q4	$435K	Buy	900 +200	+29%	+$95.7K	﹤0.01%	2580
2025 Q3	$349K	Sell	700 -5,300	-88%	-$2.4M	﹤0.01%	2522
2025 Q2	$2.78M	Buy	+6,000	New	+$2.81M	﹤0.01%	1568
2025 Q1	–	Sell	-1,200	Closed	-$583K	–	3070
2024 Q4	$583K	Sell	1,200 -700	-37%	-$382K	﹤0.01%	2145
2024 Q3	$1.11M	Buy	1,900 +700	+58%	+$376K	﹤0.01%	1924
2024 Q2	$561K	Hold	1,200	–	–	﹤0.01%	2019
2024 Q1	$546K	Sell	1,200 -400	-25%	-$175K	﹤0.01%	2017
2023 Q4	$725K	Buy	+1,600	New	+$709K	﹤0.01%	1812

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balyasny Asset Management's LMT Position: Q1 2026 in Review

Balyasny Asset Management increased its Lockheed Martin (LMT) stake by 2,450% in Q1 2026, buying an estimated $179M and bringing the position to 303,149 shares worth $183M. The position accounts for 0.24% of the portfolio, ranked #69.

Balyasny Asset Management first reported a position in LMT in Q3 2015 and has held it in 36 quarters since. The position peaked at $335M in Q3 2025. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Balyasny Asset Management held 303,149 shares of Lockheed Martin worth $183M as of Q1 2026.
Balyasny Asset Management bought 291,260 Lockheed Martin shares in Q1 2026, an estimated $179M.
Lockheed Martin made up 0.24% of Balyasny Asset Management's portfolio in Q1 2026, its #69 holding.
Balyasny Asset Management first reported a position in Lockheed Martin in Q3 2015 and has held it in 36 quarters since.
Balyasny Asset Management's Lockheed Martin position peaked at $335M in Q3 2025.
2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.