KFS
LMT icon

Kelly Financial Services’s Lockheed Martin LMT Stock Holding History

Kelly Financial Services’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 		$647K Sell
1,271
-54
-4% -$29.2K 0.14% 59
2026
Q1 		$801K Sell
1,325
-72
-5% -$44.4K 0.19% 48
2025
Q4 		$676K Sell
1,397
-28
-2% -$13.4K 0.17% 50
2025
Q3 		$712K Buy
1,425
+89
+7% +$40.4K 0.18% 48
2025
Q2 		$619K Buy
1,336
+26
+2% +$12.2K 0.18% 54
2025
Q1 		$585K Buy
1,310
+53
+4% +$24.4K 0.2% 51
2024
Q4 		$611K Sell
1,257
-30
-2% -$16.4K 0.22% 56
2024
Q3 		$752K Buy
1,287
+77
+6% +$41.3K 0.28% 50
2024
Q2 		$565K Buy
1,210
+46
+4% +$21.3K 0.2% 56
2024
Q1 		$530K Hold
1,164
– – 0.2% 62
2023
Q4 		$528K Sell
1,164
-26
-2% -$11.5K 0.21% 55
2023
Q3 		$487K Sell
1,190
-6
-0.5% -$2.66K 0.22% 54
2023
Q2 		$551K Buy
1,196
+57
+5% +$26.5K 0.26% 48
2023
Q1 		$538K Buy
1,139
+26
+2% +$12.2K 0.27% 45
2022
Q4 		$541K Buy
1,113
+1
+0.1% +$465 0.28% 43
2022
Q3 		$430K Sell
1,112
-150
-12% -$62.6K 0.25% 49
2022
Q2 		$543K Hold
1,262
– – 0.28% 44
2022
Q1 		$557K Buy
1,262
+12
+1% +$4.87K 0.25% 38
2021
Q4 		$444K Sell
1,250
-40
-3% -$13.8K 0.2% 45
2021
Q3 		$445K Sell
1,290
-471,066
-100% -$170M 0.25% 36
2021
Q2 		$1.25M Buy
472,356
+471,103
+37,598% +$181M 0.05% 102
2021
Q1 		$463K Sell
1,253
-5
-0.4% -$1.72K 0.29% 25
2020
Q4 		$446K Buy
1,258
+36
+3% +$13.2K 0.3% 18
2020
Q3 		$468K Sell
1,222
-5
-0.4% -$1.91K 0.34% 13
2020
Q2 		$448K Buy
1,227
+1
+0.1% +$378 0.35% 15
2020
Q1 		$416K Sell
1,226
-5
-0.4% -$1.97K 0.51% 11
2019
Q4 		$479K Sell
1,231
-11
-0.9% -$4.22K 0.37% 12
2019
Q3 		$484K Buy
1,242
+1
+0.1% +$376 0.44% 11
2019
Q2 		$451K Hold
1,241
– – 0.41% 12
2019
Q1 		$372K Buy
+1,241
New +$364K 0.41% 11

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Kelly Financial Services's LMT Position: Q2 2026 in Review

Kelly Financial Services reduced its Lockheed Martin (LMT) stake by 4.1% in Q2 2026, selling an estimated $29.2K and leaving 1,271 shares worth $647K. The position accounts for 0.14% of the portfolio, ranked #59.

Kelly Financial Services first reported a position in LMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.25M in Q2 2021. 1,075 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Kelly Financial Services held 1,271 shares of Lockheed Martin worth $647K as of Q2 2026.
  • Kelly Financial Services sold 54 Lockheed Martin shares in Q2 2026, an estimated $29.2K.
  • Lockheed Martin made up 0.14% of Kelly Financial Services's portfolio in Q2 2026, its #59 holding.
  • Kelly Financial Services first reported a position in Lockheed Martin in Q1 2019 and has held it in 30 quarters since.
  • Kelly Financial Services's Lockheed Martin position peaked at $1.25M in Q2 2021.
  • 1,075 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.