Dmitry Balyasny’s Lockheed Martin LMT Stock Holding History

Dmitry Balyasny’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	$12.2M	Buy	24,000 +23,300	+3,329%	+$12.6M	0.02%	970
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 $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Dmitry Balyasny's LMT Position: Q2 2026 in Review

Dmitry Balyasny increased its Lockheed Martin (LMT) stake by 23% in Q2 2026, buying an estimated $37M and bringing the position to 371,607 shares worth $189M. The position accounts for 0.24% of the portfolio, ranked #86.

Dmitry Balyasny first reported a position in LMT in Q3 2015 and has held it in 37 quarters since. The position peaked at $335M in Q3 2025. 2,762 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Dmitry Balyasny held 371,607 shares of Lockheed Martin worth $189M as of Q2 2026.
Dmitry Balyasny bought 68,458 Lockheed Martin shares in Q2 2026, an estimated $37M.
Lockheed Martin made up 0.24% of Dmitry Balyasny's portfolio in Q2 2026, its #86 holding.
Dmitry Balyasny first reported a position in Lockheed Martin in Q3 2015 and has held it in 37 quarters since.
Dmitry Balyasny's Lockheed Martin position peaked at $335M in Q3 2025.
2,762 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.