KLCM
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KG&L Capital Management’s Lockheed Martin LMT Stock Holding History

KG&L Capital 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 		– Sell
-536
Closed -$259K – 168
2025
Q4 		$259K Sell
536
-118
-18% -$56.5K 0.06% 189
2025
Q3 		$326K Buy
+654
New +$297K 0.09% 167
2025
Q2 		– Sell
-619
Closed -$277K – 199
2025
Q1 		$277K Buy
619
+85
+16% +$39.1K 0.09% 165
2024
Q4 		$259K Sell
534
-275
-34% -$150K 0.08% 164
2024
Q3 		$473K Sell
809
-156
-16% -$83.8K 0.15% 128
2024
Q2 		$451K Sell
965
-28
-3% -$12.9K 0.16% 129
2024
Q1 		$452K Buy
993
+191
+24% +$83.7K 0.18% 121
2023
Q4 		$363K Buy
802
+84
+12% +$37.2K 0.15% 125
2023
Q3 		$294K Buy
718
+249
+53% +$110K 0.14% 122
2023
Q2 		$216K Buy
+469
New +$218K 0.1% 143
2022
Q1 		– Sell
-4,550
Closed -$1.62M – 148
2021
Q4 		$1.62M Sell
4,550
-429
-9% -$148K 0.65% 42
2021
Q3 		$1.72M Buy
4,979
+639
+15% +$231K 0.75% 38
2021
Q2 		$1.64M Sell
4,340
-837
-16% -$322K 0.75% 36
2021
Q1 		$1.91M Buy
5,177
+1,855
+56% +$636K 0.95% 30
2020
Q4 		$1.18M Buy
+3,322
New +$1.22M 0.64% 35

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

KG&L Capital Management's LMT Position: Q1 2026 in Review

KG&L Capital Management sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 536 shares — an estimated $259K sold.

KG&L Capital Management first reported a position in LMT in Q4 2020 and held it in 15 quarters. The position peaked at $1.91M in Q1 2021. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • KG&L Capital Management reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • KG&L Capital Management sold 536 Lockheed Martin shares in Q1 2026, an estimated $259K.
  • KG&L Capital Management first reported a position in Lockheed Martin in Q4 2020 and held it in 15 quarters.
  • KG&L Capital Management's Lockheed Martin position peaked at $1.91M in Q1 2021.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.