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Kestra Advisory Services’s Lockheed Martin LMT Stock Holding History

Kestra Advisory 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 		$34.2M Sell
67,166
-1,362
-2% -$736K 0.11% 189
2026
Q1 		$41.4M Sell
68,528
-1,071
-2% -$660K 0.16% 127
2025
Q4 		$33.7M Sell
69,599
-1,037
-1% -$496K 0.14% 137
2025
Q3 		$35.3M Buy
70,636
+6,174
+10% +$2.8M 0.16% 121
2025
Q2 		$29.9M Sell
64,462
-4,046
-6% -$1.89M 0.15% 123
2025
Q1 		$30.6M Sell
68,508
-3,191
-4% -$1.47M 0.15% 108
2024
Q4 		$34.8M Sell
71,699
-12,959
-15% -$7.06M 0.19% 105
2024
Q3 		$49.5M Sell
84,658
-3,778
-4% -$2.03M 0.27% 67
2024
Q2 		$40.2M Buy
88,436
+20,452
+30% +$9.45M 0.22% 82
2024
Q1 		$30.9M Buy
67,984
+5,109
+8% +$2.24M 0.21% 96
2023
Q4 		$28.5M Buy
62,875
+261
+0.4% +$116K 0.23% 82
2023
Q3 		$25.6M Buy
62,614
+13,941
+29% +$6.18M 0.25% 80
2023
Q2 		$22.4M Buy
48,673
+2,656
+6% +$1.23M 0.22% 98
2023
Q1 		$21.8M Sell
46,017
-6,824
-13% -$3.2M 0.24% 91
2022
Q4 		$25.7M Buy
52,841
+1,445
+3% +$671K 0.23% 100
2022
Q3 		$19.9M Buy
51,396
+7,412
+17% +$3.09M 0.21% 107
2022
Q2 		$18.9M Buy
43,984
+4,032
+10% +$1.77M 0.19% 116
2022
Q1 		$17.6M Buy
39,952
+1,030
+3% +$418K 0.18% 118
2021
Q4 		$13.8M Sell
38,922
-29,439
-43% -$10.2M 0.14% 166
2021
Q3 		$23.6M Buy
68,361
+29,968
+78% +$10.8M 0.24% 96
2021
Q2 		$14.5M Buy
38,393
+624
+2% +$240K 0.16% 141
2021
Q1 		$14M Sell
37,769
-9,036
-19% -$3.1M 0.18% 140
2020
Q4 		$16.6M Buy
46,805
+11,548
+33% +$4.25M 0.19% 121
2020
Q3 		$13.5M Buy
+35,257
New +$13.5M 0.25% 93

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

Kestra Advisory Services's LMT Position: Q2 2026 in Review

Kestra Advisory Services reduced its Lockheed Martin (LMT) stake by 2% in Q2 2026, selling an estimated $736K and leaving 67,166 shares worth $34.2M. The position accounts for 0.11% of the portfolio, ranked #189.

Kestra Advisory Services first reported a position in LMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $49.5M in Q3 2024. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Kestra Advisory Services held 67,166 shares of Lockheed Martin worth $34.2M as of Q2 2026.
  • Kestra Advisory Services sold 1,362 Lockheed Martin shares in Q2 2026, an estimated $736K.
  • Lockheed Martin made up 0.11% of Kestra Advisory Services's portfolio in Q2 2026, its #189 holding.
  • Kestra Advisory Services first reported a position in Lockheed Martin in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Lockheed Martin position peaked at $49.5M in Q3 2024.
  • 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.