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Kathmere Capital Management’s Lockheed Martin LMT Stock Holding History

Kathmere Capital 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
Q2 		$1.86M Sell
3,644
-346
-9% -$187K 0.1% 150
2026
Q1 		$2.41M Buy
3,990
+597
+18% +$368K 0.15% 108
2025
Q4 		$1.64M Sell
3,393
-605
-15% -$290K 0.11% 128
2025
Q3 		$2M Sell
3,998
-109
-3% -$49.5K 0.14% 112
2025
Q2 		$1.9M Buy
4,107
+949
+30% +$444K 0.15% 106
2025
Q1 		$1.41M Sell
3,158
-1,015
-24% -$467K 0.12% 119
2024
Q4 		$2.03M Buy
4,173
+486
+13% +$265K 0.18% 86
2024
Q3 		$2.16M Buy
3,687
+335
+10% +$180K 0.2% 76
2024
Q2 		$1.57M Buy
3,352
+405
+14% +$187K 0.17% 80
2024
Q1 		$1.34M Buy
2,947
+738
+33% +$323K 0.15% 80
2023
Q4 		$1M Buy
2,209
+473
+27% +$210K 0.13% 85
2023
Q3 		$710K Sell
1,736
-54
-3% -$24K 0.11% 107
2023
Q2 		$824K Sell
1,790
-468
-21% -$217K 0.13% 83
2023
Q1 		$1.07M Buy
2,258
+299
+15% +$140K 0.18% 69
2022
Q4 		$953K Buy
1,959
+819
+72% +$381K 0.17% 70
2022
Q3 		$440K Buy
1,140
+201
+21% +$83.9K 0.09% 96
2022
Q2 		$404K Buy
939
+453
+93% +$199K 0.07% 94
2022
Q1 		$215K Buy
+486
New +$197K 0.04% 159
2021
Q1 		– Sell
-22
Closed -$8K – 291
2020
Q4 		$8K Buy
+22
New +$8.09K ﹤0.01% 328

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

Kathmere Capital Management's LMT Position: Q2 2026 in Review

Kathmere Capital Management reduced its Lockheed Martin (LMT) stake by 8.7% in Q2 2026, selling an estimated $187K and leaving 3,644 shares worth $1.86M. The position accounts for 0.1% of the portfolio, ranked #150.

Kathmere Capital Management first reported a position in LMT in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.41M in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Kathmere Capital Management held 3,644 shares of Lockheed Martin worth $1.86M as of Q2 2026.
  • Kathmere Capital Management sold 346 Lockheed Martin shares in Q2 2026, an estimated $187K.
  • Lockheed Martin made up 0.1% of Kathmere Capital Management's portfolio in Q2 2026, its #150 holding.
  • Kathmere Capital Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 19 quarters since.
  • Kathmere Capital Management's Lockheed Martin position peaked at $2.41M in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.