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
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 $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

KKM Financial's LMT Position: Q1 2026 in Review

KKM Financial held its Lockheed Martin (LMT) position steady in Q1 2026 at 9,972 shares worth $4.82M. The position accounts for 0.86% of the portfolio, ranked #48.

KKM Financial first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • KKM Financial held 9,972 shares of Lockheed Martin worth $4.82M as of Q1 2026.
  • KKM Financial left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.86% of KKM Financial's portfolio in Q1 2026, its #48 holding.
  • KKM Financial first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.