K.J. Harrison & Partners’s Lockheed Martin LMT Stock Holding History

K.J. Harrison & Partners’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	$215K	Sell	355 -7,000	-95%	-$4.31M	0.04%	217
2025 Q4	$3.56M	Buy	7,355 +5,300	+258%	+$2.54M	0.47%	65
2025 Q3	$1.03M	Buy	+2,055	New	+$932K	0.15%	126
2023 Q3	–	Sell	-7,074	Closed	-$3.24M	–	166
2023 Q2	$3.24M	Buy	7,074 +5,000	+241%	+$2.32M	0.59%	56
2023 Q1	$980K	Hold	2,074	–	–	0.2%	125
2022 Q4	$1.37M	Buy	+2,074	New	+$964K	0.27%	109
2022 Q2	–	Sell	-1,049	Closed	-$463K	–	280
2022 Q1	$463K	Sell	1,049 -5	-0.5%	-$2.03K	0.07%	173
2021 Q4	$375K	Sell	1,054 -1,731	-62%	-$599K	0.05%	218
2021 Q3	$967K	Hold	2,785	–	–	0.14%	161
2021 Q2	$1.05K	Buy	2,785 +5	+0.2%	+$1.92K	0.11%	156
2021 Q1	$1.03M	Buy	2,780 +27	+1%	+$9.26K	0.16%	148
2020 Q4	$977K	Hold	2,753	–	–	0.16%	156
2020 Q3	$1.06M	Hold	2,753	–	–	0.22%	126
2020 Q2	$1M	Buy	2,753 +3	+0.1%	+$1.13K	0.27%	101
2020 Q1	$932K	Hold	2,750	–	–	0.52%	57
2019 Q4	$1.07M	Hold	2,750	–	–	0.27%	103
2019 Q3	$1.07M	Hold	2,750	–	–	0.3%	92
2019 Q2	$1M	Hold	2,750	–	–	0.32%	87
2019 Q1	$825K	Buy	2,750 +500	+22%	+$147K	0.29%	90
2018 Q4	$589K	Sell	2,250 -5,000	-69%	-$1.52M	0.36%	69
2018 Q3	$2.51M	Buy	7,250 +4,991	+221%	+$1.61M	0.64%	56
2018 Q2	$667K	Buy	2,259 +9	+0.4%	+$2.9K	0.19%	127
2018 Q1	$760K	Hold	2,250	–	–	0.25%	108
2017 Q4	$722K	Hold	2,250	–	–	0.24%	111
2017 Q3	$698K	Hold	2,250	–	–	0.24%	107
2017 Q2	$625K	Hold	2,250	–	–	0.25%	112
2017 Q1	$602K	Hold	2,250	–	–	0.25%	101
2016 Q4	$562K	Buy	2,250 +750	+50%	+$187K	0.22%	125
2016 Q3	$360K	Buy	+1,500	New	+$375K	0.17%	143

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

K.J. Harrison & Partners's LMT Position: Q1 2026 in Review

K.J. Harrison & Partners reduced its Lockheed Martin (LMT) stake by 95% in Q1 2026, selling an estimated $4.31M and leaving 355 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #217.

K.J. Harrison & Partners first reported a position in LMT in Q3 2016 and has held it in 29 quarters since. The position peaked at $3.56M in Q4 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

K.J. Harrison & Partners held 355 shares of Lockheed Martin worth $215K as of Q1 2026.
K.J. Harrison & Partners sold 7,000 Lockheed Martin shares in Q1 2026, an estimated $4.31M.
Lockheed Martin made up 0.04% of K.J. Harrison & Partners's portfolio in Q1 2026, its #217 holding.
K.J. Harrison & Partners first reported a position in Lockheed Martin in Q3 2016 and has held it in 29 quarters since.
K.J. Harrison & Partners's Lockheed Martin position peaked at $3.56M in Q4 2025.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.