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KLCM Advisors’s Lockheed Martin LMT Stock Holding History

KLCM Advisors’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 		$761K Buy
1,259
+31
+3% +$19.1K 0.06% 138
2025
Q4 		$594K Sell
1,228
-24
-2% -$11.5K 0.05% 143
2025
Q3 		$625K Buy
1,252
+20
+2% +$9.07K 0.06% 107
2025
Q2 		$570K Buy
1,232
+166
+16% +$77.7K 0.06% 107
2025
Q1 		$476K Hold
1,066
– – 0.06% 111
2024
Q4 		$518K Buy
1,066
+13
+1% +$7.09K 0.06% 105
2024
Q3 		$616K Buy
1,053
+13
+1% +$6.98K 0.07% 97
2024
Q2 		$486K Buy
1,040
+96
+10% +$44.4K 0.06% 102
2024
Q1 		$429K Sell
944
-59
-6% -$25.9K 0.06% 108
2023
Q4 		$455K Sell
1,003
-147
-13% -$65.1K 0.07% 100
2023
Q3 		$470K Sell
1,150
-278
-19% -$123K 0.09% 89
2023
Q2 		$658K Buy
1,428
+299
+26% +$139K 0.13% 74
2023
Q1 		$534K Buy
1,129
+22
+2% +$10.3K 0.11% 75
2022
Q4 		$539K Buy
1,107
+6
+0.5% +$2.79K 0.11% 78
2022
Q3 		$425K Buy
1,101
+256
+30% +$107K 0.1% 75
2022
Q2 		$363K Sell
845
-36
-4% -$15.8K 0.08% 84
2022
Q1 		$389K Buy
881
+295
+50% +$120K 0.08% 80
2021
Q4 		$208K Buy
+586
New +$203K 0.05% 105
2015
Q3 		– Sell
-1,500
Closed -$279K – 100
2015
Q2 		$279K Buy
+1,500
New +$289K 0.07% 84

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

KLCM Advisors's LMT Position: Q1 2026 in Review

KLCM Advisors increased its Lockheed Martin (LMT) stake by 2.5% in Q1 2026, buying an estimated $19.1K and bringing the position to 1,259 shares worth $761K. The position accounts for 0.06% of the portfolio, ranked #138.

KLCM Advisors first reported a position in LMT in Q2 2015 and has held it in 19 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • KLCM Advisors held 1,259 shares of Lockheed Martin worth $761K as of Q1 2026.
  • KLCM Advisors bought 31 Lockheed Martin shares in Q1 2026, an estimated $19.1K.
  • Lockheed Martin made up 0.06% of KLCM Advisors's portfolio in Q1 2026, its #138 holding.
  • KLCM Advisors first reported a position in Lockheed Martin in Q2 2015 and has held it in 19 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.