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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
Q2 		$1.16M Sell
2,276
-213
-9% -$115K 0.02% 207
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
-470
-21% -$213K 0.02% 215
2025
Q2 		$1.02M Buy
2,205
+500
+29% +$234K 0.03% 188
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 $3.38T AUM 44.17% 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 Investment Management's LMT Position: Q2 2026 in Review

Kestra Investment Management reduced its Lockheed Martin (LMT) stake by 8.6% in Q2 2026, selling an estimated $115K and leaving 2,276 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #207.

Kestra Investment Management first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Kestra Investment Management held 2,276 shares of Lockheed Martin worth $1.16M as of Q2 2026.
  • Kestra Investment Management sold 213 Lockheed Martin shares in Q2 2026, an estimated $115K.
  • Lockheed Martin made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #207 holding.
  • Kestra Investment Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Lockheed Martin position peaked at $1.5M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.