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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 		$10.9M Buy
21,300
+18,400
+634% +$9.95M 0.01% 1021
2026
Q1 		$1.75M Buy
2,900
+1,500
+107% +$924K ﹤0.01% 1845
2025
Q4 		$677K Sell
1,400
-4,100
-75% -$1.96M ﹤0.01% 2377
2025
Q3 		$2.75M Sell
5,500
-5,600
-50% -$2.54M ﹤0.01% 1657
2025
Q2 		$5.14M Sell
11,100
-89,700
-89% -$42M 0.01% 1280
2025
Q1 		$45M Sell
100,800
-259,300
-72% -$119M 0.07% 339
2024
Q4 		$175M Sell
360,100
-800
-0.2% -$436K 0.26% 72
2024
Q3 		$211M Buy
360,900
+68,100
+23% +$36.6M 0.34% 41
2024
Q2 		$137M Buy
292,800
+85,100
+41% +$39.3M 0.24% 82
2024
Q1 		$94.5M Sell
207,700
-18,200
-8% -$7.98M 0.17% 138
2023
Q4 		$102M Buy
225,900
+198,000
+710% +$87.7M 0.19% 104
2023
Q3 		$11.4M Buy
27,900
+600
+2% +$266K 0.02% 795
2023
Q2 		$12.6M Buy
+27,300
New +$12.7M 0.03% 680
2022
Q2 		– Sell
-10,000
Closed -$4.41M – 2974
2022
Q1 		$4.41M Buy
+10,000
New +$4.05M 0.01% 1004

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
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.