Kennedy Investment Group’s Lockheed Martin LMT Stock Holding History

Kennedy Investment Group’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	$261K	Sell	431 -6	-1%	-$3.7K	0.1%	121
2025 Q4	$211K	Buy	437 +6	+1%	+$2.87K	0.08%	132
2025 Q3	$215K	Sell	431 -210	-33%	-$95.3K	0.09%	132
2025 Q2	$297K	Buy	641 +46	+8%	+$21.5K	0.13%	112
2025 Q1	$266K	Buy	595 +4	+0.7%	+$1.84K	0.12%	110
2024 Q4	$287K	Buy	591 +11	+2%	+$6K	0.13%	105
2024 Q3	$339K	Sell	580 -253	-30%	-$136K	0.16%	99
2024 Q2	$389K	Buy	833 +68	+9%	+$31.4K	0.2%	91
2024 Q1	$348K	Buy	765 +5	+0.7%	+$2.19K	0.19%	93
2023 Q4	$345K	Sell	760 -547	-42%	-$242K	0.19%	96
2023 Q3	$534K	Buy	1,307 +10	+0.8%	+$4.44K	0.32%	78
2023 Q2	$597K	Buy	1,297 +11	+0.9%	+$5.11K	0.35%	73
2023 Q1	$608K	Hold	1,286	–	–	0.37%	69
2022 Q4	$626K	Buy	+1,286	New	+$598K	0.4%	68

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kennedy Investment Group's LMT Position: Q1 2026 in Review

Kennedy Investment Group reduced its Lockheed Martin (LMT) stake by 1.4% in Q1 2026, selling an estimated $3.7K and leaving 431 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #121.

Kennedy Investment Group first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $626K in Q4 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Kennedy Investment Group held 431 shares of Lockheed Martin worth $261K as of Q1 2026.
Kennedy Investment Group sold 6 Lockheed Martin shares in Q1 2026, an estimated $3.7K.
Lockheed Martin made up 0.1% of Kennedy Investment Group's portfolio in Q1 2026, its #121 holding.
Kennedy Investment Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
Kennedy Investment Group's Lockheed Martin position peaked at $626K in Q4 2022.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.