KLCM Advisors
LMT icon

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
Q3 		$667K Sell
1,309
-91
-7% -$50K 0.05% 155
2026
Q2 		$713K Buy
1,400
+141
+11% +$76.2K 0.06% 152
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 $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

KLCM Advisors's LMT Position: Q3 2026 in Review

KLCM Advisors reduced its Lockheed Martin (LMT) stake by 6.5% in Q3 2026, selling an estimated $50K and leaving 1,309 shares worth $667K. The position accounts for 0.05% of the portfolio, ranked #155.

KLCM Advisors first reported a position in LMT in Q2 2015 and has held it in 21 quarters since. The position peaked at $761K in Q1 2026. 2,182 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • KLCM Advisors held 1,309 shares of Lockheed Martin worth $667K as of Q3 2026.
  • KLCM Advisors sold 91 Lockheed Martin shares in Q3 2026, an estimated $50K.
  • Lockheed Martin made up 0.05% of KLCM Advisors's portfolio in Q3 2026, its #155 holding.
  • KLCM Advisors first reported a position in Lockheed Martin in Q2 2015 and has held it in 21 quarters since.
  • KLCM Advisors's Lockheed Martin position peaked at $761K in Q1 2026.
  • 2,182 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.