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Kestra Investment Management’s Lockheed Martin LMT Stock Holding History

Kestra 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 		$1.5M Buy
2,489
+353
+17% +$217K 0.03% 165
2025
Q4 		$1.03M Buy
2,136
+401
+23% +$192K 0.03% 198
2025
Q3 		$866K Sell
1,735
-2,175
-56% -$987K 0.02% 215
2025
Q2 		$1.78M Buy
3,910
+2,205
+129% +$1.03M 0.03% 206
2025
Q1 		$762K Buy
1,705
+343
+25% +$158K 0.02% 202
2024
Q4 		$662K Buy
1,362
+510
+60% +$278K 0.03% 191
2024
Q3 		$498K Buy
+852
New +$457K 0.02% 211

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Kestra Investment Management's LMT Position: Q1 2026 in Review

Kestra Investment Management increased its Lockheed Martin (LMT) stake by 17% in Q1 2026, buying an estimated $217K and bringing the position to 2,489 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #165.

Kestra Investment Management first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.78M in Q2 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Kestra Investment Management held 2,489 shares of Lockheed Martin worth $1.5M as of Q1 2026.
  • Kestra Investment Management bought 353 Lockheed Martin shares in Q1 2026, an estimated $217K.
  • Lockheed Martin made up 0.03% of Kestra Investment Management's portfolio in Q1 2026, its #165 holding.
  • Kestra Investment Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Lockheed Martin position peaked at $1.78M in Q2 2025.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.