Kayne Anderson Rudnick Investment Management
LMT icon

Kayne Anderson Rudnick Investment Management’s Lockheed Martin LMT Stock Holding History

Kayne Anderson Rudnick Investment 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 		$96.9K Sell
160
-10
-6% -$6.16K ﹤0.01% 552
2025
Q4 		$82.7K Sell
170
-710
-81% -$340K ﹤0.01% 566
2025
Q3 		$440K Buy
880
+1
+0.1% +$454 ﹤0.01% 450
2025
Q2 		$408K Buy
879
+711
+423% +$333K ﹤0.01% 447
2025
Q1 		$75.2K Sell
168
-11
-6% -$5.06K ﹤0.01% 553
2024
Q4 		$87.1K Buy
179
+7
+4% +$3.82K ﹤0.01% 509
2024
Q3 		$101K Hold
172
– – ﹤0.01% 499
2024
Q2 		$80.4K Buy
172
+2
+1% +$924 ﹤0.01% 507
2024
Q1 		$77.4K Sell
170
-80
-32% -$35.1K ﹤0.01% 509
2023
Q4 		$113K Buy
250
+9
+4% +$3.99K ﹤0.01% 472
2023
Q3 		$98.6K Buy
241
+10
+4% +$4.44K ﹤0.01% 465
2023
Q2 		$106K Sell
231
-139
-38% -$64.5K ﹤0.01% 456
2023
Q1 		$175K Hold
370
– – ﹤0.01% 422
2022
Q4 		$180K Hold
370
– – ﹤0.01% 436
2022
Q3 		$143K Hold
370
– – ﹤0.01% 426
2022
Q2 		$159K Hold
370
– – ﹤0.01% 422
2022
Q1 		$163K Sell
370
-100
-21% -$40.5K ﹤0.01% 412
2021
Q4 		$167K Hold
470
– – ﹤0.01% 425
2021
Q3 		$162K Hold
470
– – ﹤0.01% 411
2021
Q2 		$178K Hold
470
– – ﹤0.01% 400
2021
Q1 		$174K Buy
470
+100
+27% +$34.3K ﹤0.01% 396
2020
Q4 		$131K Buy
370
+140
+61% +$51.5K ﹤0.01% 396
2020
Q3 		$88K Buy
+230
New +$87.8K ﹤0.01% 395

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
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

Kayne Anderson Rudnick Investment Management's LMT Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Lockheed Martin (LMT) stake by 5.9% in Q1 2026, selling an estimated $6.16K and leaving 160 shares worth $96.9K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Kayne Anderson Rudnick Investment Management first reported a position in LMT in Q3 2020 and has held it in 23 quarters since. The position peaked at $440K in Q3 2025. 2,920 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 160 shares of Lockheed Martin worth $96.9K as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 10 Lockheed Martin shares in Q1 2026, an estimated $6.16K.
  • Lockheed Martin made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #552 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Lockheed Martin in Q3 2020 and has held it in 23 quarters since.
  • Kayne Anderson Rudnick Investment Management's Lockheed Martin position peaked at $440K in Q3 2025.
  • 2,920 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.