KFS
LMT icon

Keynote Financial Services’s Lockheed Martin LMT Stock Holding History

Keynote Financial 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
Q1 		$1.85M Sell
3,057
-44
-1% -$27.1K 0.98% 27
2025
Q4 		$1.5M Buy
3,101
+107
+4% +$51.2K 0.84% 33
2025
Q3 		$1.49M Buy
2,994
+798
+36% +$362K 0.9% 29
2025
Q2 		$1.02M Buy
2,196
+12
+0.5% +$5.62K 0.68% 47
2025
Q1 		$976K Buy
2,184
+623
+40% +$287K 0.7% 44
2024
Q4 		$759K Hold
1,561
– – 0.58% 52
2024
Q3 		$912K Sell
1,561
-100
-6% -$53.7K 0.7% 43
2024
Q2 		$776K Sell
1,661
-12
-0.7% -$5.55K 0.65% 50
2024
Q1 		$761K Buy
+1,673
New +$733K 0.64% 50

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

Keynote Financial Services's LMT Position: Q1 2026 in Review

Keynote Financial Services reduced its Lockheed Martin (LMT) stake by 1.4% in Q1 2026, selling an estimated $27.1K and leaving 3,057 shares worth $1.85M. The position accounts for 0.98% of the portfolio, ranked #27.

Keynote Financial Services first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Keynote Financial Services held 3,057 shares of Lockheed Martin worth $1.85M as of Q1 2026.
  • Keynote Financial Services sold 44 Lockheed Martin shares in Q1 2026, an estimated $27.1K.
  • Lockheed Martin made up 0.98% of Keynote Financial Services's portfolio in Q1 2026, its #27 holding.
  • Keynote Financial Services first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.