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Kestra Private Wealth Services’s Lockheed Martin LMT Stock Holding History

Kestra Private Wealth 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 		$22.6M Sell
44,362
-1,654
-4% -$894K 0.25% 89
2026
Q1 		$27.8M Sell
46,016
-1,721
-4% -$1.06M 0.34% 54
2025
Q4 		$23.1M Buy
47,737
+331
+0.7% +$158K 0.29% 73
2025
Q3 		$23.7M Buy
47,406
+1,865
+4% +$846K 0.31% 63
2025
Q2 		$21.1M Buy
45,541
+5,934
+15% +$2.78M 0.3% 63
2025
Q1 		$17.7M Buy
39,607
+752
+2% +$346K 0.3% 71
2024
Q4 		$18.9M Buy
38,855
+3,442
+10% +$1.88M 0.32% 60
2024
Q3 		$20.7M Sell
35,413
-4,532
-11% -$2.43M 0.38% 49
2024
Q2 		$18.7M Buy
39,945
+2,115
+6% +$977K 0.37% 49
2024
Q1 		$17.2M Buy
37,830
+1,065
+3% +$467K 0.39% 56
2023
Q4 		$16.7M Buy
36,765
+438
+1% +$194K 0.43% 49
2023
Q3 		$14.9M Buy
36,327
+3,744
+11% +$1.66M 0.47% 46
2023
Q2 		$15M Buy
32,583
+3,362
+12% +$1.56M 0.51% 40
2023
Q1 		$13.8M Buy
29,221
+743
+3% +$348K 0.55% 34
2022
Q4 		$13.9M Buy
28,478
+2,487
+10% +$1.16M 0.7% 21
2022
Q3 		$10M Buy
25,991
+860
+3% +$359K 0.58% 31
2022
Q2 		$10.8M Sell
25,131
-1,151
-4% -$505K 0.62% 26
2022
Q1 		$11.6M Sell
26,282
-703
-3% -$285K 0.58% 27
2021
Q4 		$9.59M Buy
26,985
+1,718
+7% +$594K 0.46% 41
2021
Q3 		$8.72M Buy
25,267
+671
+3% +$243K 0.49% 36
2021
Q2 		$9.31M Sell
24,596
-114
-0.5% -$43.8K 0.57% 27
2021
Q1 		$9.13M Buy
24,710
+2,495
+11% +$856K 0.64% 24
2020
Q4 		$7.87M Buy
22,215
+6
+0% +$2.21K 0.58% 28
2020
Q3 		$8.51M Buy
+22,209
New +$8.48M 0.74% 21

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 Private Wealth Services's LMT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Lockheed Martin (LMT) stake by 3.6% in Q2 2026, selling an estimated $894K and leaving 44,362 shares worth $22.6M. The position accounts for 0.25% of the portfolio, ranked #89.

Kestra Private Wealth Services first reported a position in LMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $27.8M in Q1 2026. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Kestra Private Wealth Services held 44,362 shares of Lockheed Martin worth $22.6M as of Q2 2026.
  • Kestra Private Wealth Services sold 1,654 Lockheed Martin shares in Q2 2026, an estimated $894K.
  • Lockheed Martin made up 0.25% of Kestra Private Wealth Services's portfolio in Q2 2026, its #89 holding.
  • Kestra Private Wealth Services first reported a position in Lockheed Martin in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Lockheed Martin position peaked at $27.8M in Q1 2026.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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