KFI
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Key Financial Inc’s Lockheed Martin LMT Stock Holding History

Key Financial Inc’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 		$902K Sell
1,493
-181
-11% -$111K 0.16% 119
2025
Q4 		$810K Buy
1,674
+12
+0.7% +$5.74K 0.15% 122
2025
Q3 		$829K Sell
1,662
-26
-2% -$11.8K 0.15% 122
2025
Q2 		$782K Sell
1,688
-83
-5% -$38.9K 0.16% 119
2025
Q1 		$791K Hold
1,771
– – 0.17% 112
2024
Q4 		$861K Sell
1,771
-35
-2% -$19.1K 0.2% 99
2024
Q3 		$1.06M Buy
1,806
+28
+2% +$15K 0.23% 77
2024
Q2 		$831K Buy
1,778
+100
+6% +$46.2K 0.2% 92
2024
Q1 		$763K Hold
1,678
– – 0.19% 95
2023
Q4 		$761K Hold
1,678
– – 0.21% 90
2023
Q3 		$686K Hold
1,678
– – 0.23% 85
2023
Q2 		$773K Buy
1,678
+52
+3% +$24.1K 0.26% 77
2023
Q1 		$769K Buy
1,626
+697
+75% +$327K 0.28% 71
2022
Q4 		$359K Hold
929
– – 0.17% 114
2022
Q3 		$359K Buy
929
+848
+1,047% +$354K 0.17% 116
2022
Q2 		$35K Hold
81
– – 0.02% 419
2022
Q1 		$36K Sell
81
-100
-55% -$40.5K 0.02% 400
2021
Q4 		$64K Sell
181
-50
-22% -$17.3K 0.03% 313
2021
Q3 		$80K Buy
231
+52
+29% +$18.8K 0.05% 261
2021
Q2 		$67K Buy
179
+100
+127% +$38.4K 0.04% 304
2021
Q1 		$29K Buy
79
+5
+7% +$1.72K 0.02% 348
2020
Q4 		$26K Buy
+74
New +$27.2K 0.02% 333
2020
Q2 		– Sell
-74
Closed -$26K – 394
2020
Q1 		$26K Buy
+74
New +$29.1K 0.03% 301

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

Key Financial Inc's LMT Position: Q1 2026 in Review

Key Financial Inc reduced its Lockheed Martin (LMT) stake by 11% in Q1 2026, selling an estimated $111K and leaving 1,493 shares worth $902K. The position accounts for 0.16% of the portfolio, ranked #119.

Key Financial Inc first reported a position in LMT in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.06M in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Key Financial Inc held 1,493 shares of Lockheed Martin worth $902K as of Q1 2026.
  • Key Financial Inc sold 181 Lockheed Martin shares in Q1 2026, an estimated $111K.
  • Lockheed Martin made up 0.16% of Key Financial Inc's portfolio in Q1 2026, its #119 holding.
  • Key Financial Inc first reported a position in Lockheed Martin in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Lockheed Martin position peaked at $1.06M in Q3 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.