KCM
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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
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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kathmere Capital Management's LMT Position: Q1 2026 in Review

Kathmere Capital Management increased its Lockheed Martin (LMT) stake by 18% in Q1 2026, buying an estimated $368K and bringing the position to 3,990 shares worth $2.41M. The position accounts for 0.15% of the portfolio, ranked #108.

Kathmere Capital Management first reported a position in LMT in Q4 2020 and has held it in 18 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Kathmere Capital Management held 3,990 shares of Lockheed Martin worth $2.41M as of Q1 2026.
  • Kathmere Capital Management bought 597 Lockheed Martin shares in Q1 2026, an estimated $368K.
  • Lockheed Martin made up 0.15% of Kathmere Capital Management's portfolio in Q1 2026, its #108 holding.
  • Kathmere Capital Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 18 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.