KF
LMT icon

KKM Financial’s Lockheed Martin LMT Stock Holding History

KKM Financial’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 		$6.73M Buy
13,218
+3,246
+33% +$1.75M 0.92% 49
2026
Q1 		$4.82M Hold
9,972
– – 0.86% 48
2025
Q4 		$4.82M Buy
9,972
+1,318
+15% +$631K 0.86% 48
2025
Q3 		$4.32M Buy
8,654
+1,611
+23% +$731K 1.36% 35
2025
Q2 		$3.26M Buy
7,043
+1,437
+26% +$673K 1.13% 37
2025
Q1 		$2.5M Buy
5,606
+252
+5% +$116K 1.06% 42
2024
Q4 		$2.6M Buy
5,354
+240
+5% +$131K 1.08% 37
2024
Q3 		$2.99M Buy
5,114
+303
+6% +$163K 1.48% 20
2024
Q2 		$2.24M Buy
4,811
+42
+0.9% +$19.4K 1.06% 36
2024
Q1 		$2.17M Buy
4,769
+593
+14% +$260K 1.06% 40
2023
Q4 		$1.89M Buy
+4,176
New +$1.85M 1.19% 35

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

KKM Financial's LMT Position: Q2 2026 in Review

KKM Financial increased its Lockheed Martin (LMT) stake by 33% in Q2 2026, buying an estimated $1.75M and bringing the position to 13,218 shares worth $6.73M. The position accounts for 0.92% of the portfolio, ranked #49.

KKM Financial first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • KKM Financial held 13,218 shares of Lockheed Martin worth $6.73M as of Q2 2026.
  • KKM Financial bought 3,246 Lockheed Martin shares in Q2 2026, an estimated $1.75M.
  • Lockheed Martin made up 0.92% of KKM Financial's portfolio in Q2 2026, its #49 holding.
  • KKM Financial first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.