Klingman & Associates
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Klingman & Associates’s Lockheed Martin LMT Stock Holding History

Klingman & Associates’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 		$959K Sell
1,884
-15
-0.8% -$8.24K 0.04% 151
2026
Q2 		$967K Buy
1,899
+11
+0.6% +$5.95K 0.04% 140
2026
Q1 		$1.14M Buy
1,888
+76
+4% +$46.8K 0.05% 124
2025
Q4 		$876K Buy
1,812
+21
+1% +$10K 0.04% 137
2025
Q3 		$894K Sell
1,791
-40
-2% -$18.1K 0.05% 129
2025
Q2 		$848K Buy
1,831
+73
+4% +$34.2K 0.05% 124
2025
Q1 		$785K Buy
1,758
+29
+2% +$13.3K 0.05% 118
2024
Q4 		$840K Hold
1,729
– – 0.05% 113
2024
Q3 		$1.01M Buy
1,729
+19
+1% +$10.2K 0.06% 109
2024
Q2 		$799K Buy
1,710
+4
+0.2% +$1.85K 0.05% 108
2024
Q1 		$776K Hold
1,706
– – 0.05% 113
2023
Q4 		$773K Sell
1,706
-11
-0.6% -$4.87K 0.06% 109
2023
Q3 		$702K Sell
1,717
-93
-5% -$41.3K 0.06% 110
2023
Q2 		$833K Buy
1,810
+108
+6% +$50.1K 0.07% 97
2023
Q1 		$805K Buy
1,702
+4
+0.2% +$1.88K 0.07% 91
2022
Q4 		$826K Buy
1,698
+6
+0.4% +$2.79K 0.07% 90
2022
Q3 		$654K Buy
1,692
+5
+0.3% +$2.09K 0.06% 89
2022
Q2 		$725K Sell
1,687
-16
-0.9% -$7.02K 0.07% 84
2022
Q1 		$751K Buy
+1,703
New +$690K 0.06% 87
2021
Q2 		– Sell
-574
Closed -$212K – 168
2021
Q1 		$212K Buy
+574
New +$197K 0.02% 159
2016
Q4 		– Sell
-261
Closed -$63K – 218
2016
Q3 		$63K Hold
261
– – 0.02% 170
2016
Q2 		$65K Hold
261
– – 0.02% 173
2016
Q1 		$58K Hold
261
– – 0.02% 181
2015
Q4 		$57K Buy
261
+231
+770% +$50.1K 0.02% 202
2015
Q3 		$6K Sell
30
-23
-43% -$4.68K ﹤0.01% 349
2015
Q2 		$10K Buy
53
+23
+77% +$4.43K ﹤0.01% 308
2015
Q1 		$6K Sell
30
-100
-77% -$19.7K ﹤0.01% 303
2014
Q4 		$25K Buy
+130
New +$24.1K 0.01% 217

Other funds holding LMT

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Klingman & Associates's LMT Position: Q3 2026 in Review

Klingman & Associates reduced its Lockheed Martin (LMT) stake by 0.79% in Q3 2026, selling an estimated $8.24K and leaving 1,884 shares worth $959K. The position accounts for 0.04% of the portfolio, ranked #151.

Klingman & Associates first reported a position in LMT in Q4 2014 and has held it in 28 quarters since. The position peaked at $1.14M in Q1 2026. 1,088 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Klingman & Associates held 1,884 shares of Lockheed Martin worth $959K as of Q3 2026.
  • Klingman & Associates sold 15 Lockheed Martin shares in Q3 2026, an estimated $8.24K.
  • Lockheed Martin made up 0.04% of Klingman & Associates's portfolio in Q3 2026, its #151 holding.
  • Klingman & Associates first reported a position in Lockheed Martin in Q4 2014 and has held it in 28 quarters since.
  • Klingman & Associates's Lockheed Martin position peaked at $1.14M in Q1 2026.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.