CK
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Cohen Klingenstein’s Lockheed Martin LMT Stock Holding History

Cohen Klingenstein’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 		$1.68M Hold
3,300
– – 0.05% 136
2026
Q1 		$1.99M Hold
3,300
– – 0.06% 118
2025
Q4 		$1.6M Hold
3,300
– – 0.05% 139
2025
Q3 		$1.65M Hold
3,300
– – 0.05% 138
2025
Q2 		$1.53M Hold
3,300
– – 0.05% 138
2025
Q1 		$1.47M Hold
3,300
– – 0.05% 136
2024
Q4 		$1.6M Sell
3,300
-2,900
-47% -$1.58M 0.05% 135
2024
Q3 		$3.62M Hold
6,200
– – 0.13% 94
2024
Q2 		$2.9M Hold
6,200
– – 0.11% 100
2024
Q1 		$2.82M Hold
6,200
– – 0.11% 103
2023
Q4 		$2.81M Hold
6,200
– – 0.11% 103
2023
Q3 		$2.54M Hold
6,200
– – 0.11% 101
2023
Q2 		$2.85M Hold
6,200
– – 0.12% 100
2023
Q1 		$2.93M Hold
6,200
– – 0.14% 100
2022
Q4 		$3.02M Hold
6,200
– – 0.15% 96
2022
Q3 		$2.4M Hold
6,200
– – 0.13% 100
2022
Q2 		$2.67M Hold
6,200
– – 0.13% 98
2022
Q1 		$2.74M Hold
6,200
– – 0.11% 104
2021
Q4 		$2.2M Hold
6,200
– – 0.09% 120
2021
Q3 		$2.14M Hold
6,200
– – 0.09% 125
2021
Q2 		$2.35M Hold
6,200
– – 0.1% 124
2021
Q1 		$2.29M Hold
6,200
– – 0.11% 120
2020
Q4 		$2.2M Hold
6,200
– – 0.11% 119
2020
Q3 		$2.38M Hold
6,200
– – 0.13% 110
2020
Q2 		$2.26M Hold
6,200
– – 0.14% 109
2020
Q1 		$2.1M Hold
6,200
– – 0.16% 101
2019
Q4 		$2.41M Hold
6,200
– – 0.14% 117
2019
Q3 		$2.42M Buy
6,200
+2,900
+88% +$1.09M 0.15% 112
2019
Q2 		$1.2M Buy
+3,300
New +$1.1M 0.09% 138

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

Cohen Klingenstein's LMT Position: Q2 2026 in Review

Cohen Klingenstein held its Lockheed Martin (LMT) position steady in Q2 2026 at 3,300 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #136.

Cohen Klingenstein first reported a position in LMT in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.62M in Q3 2024. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cohen Klingenstein held 3,300 shares of Lockheed Martin worth $1.68M as of Q2 2026.
  • Cohen Klingenstein left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.05% of Cohen Klingenstein's portfolio in Q2 2026, its #136 holding.
  • Cohen Klingenstein first reported a position in Lockheed Martin in Q2 2019 and has held it in 29 quarters since.
  • Cohen Klingenstein's Lockheed Martin position peaked at $3.62M in Q3 2024.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.