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Kelleher Financial Advisors’s Lockheed Martin LMT Stock Holding History

Kelleher Financial Advisors’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 		$107K Buy
210
+99
+89% +$53.5K 0.02% 363
2026
Q1 		$62.3K Hold
111
– – 0.02% 347
2025
Q4 		$53.7K Hold
111
– – 0.01% 394
2025
Q3 		$55.4K Buy
+111
New +$50.4K 0.01% 330
2016
Q2 		– Sell
-23
Closed -$5K – 172
2016
Q1 		$5K Buy
+23
New +$4.95K ﹤0.01% 211

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

Kelleher Financial Advisors's LMT Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Lockheed Martin (LMT) stake by 89% in Q2 2026, buying an estimated $53.5K and bringing the position to 210 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #363.

Kelleher Financial Advisors first reported a position in LMT in Q1 2016 and has held it in 5 quarters since. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Kelleher Financial Advisors held 210 shares of Lockheed Martin worth $107K as of Q2 2026.
  • Kelleher Financial Advisors bought 99 Lockheed Martin shares in Q2 2026, an estimated $53.5K.
  • Lockheed Martin made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #363 holding.
  • Kelleher Financial Advisors first reported a position in Lockheed Martin in Q1 2016 and has held it in 5 quarters since.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.