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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
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% +$10.1K 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% -$7.03K 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

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

Klingman & Associates's LMT Position: Q2 2026 in Review

Klingman & Associates increased its Lockheed Martin (LMT) stake by 0.58% in Q2 2026, buying an estimated $5.95K and bringing the position to 1,899 shares worth $967K. The position accounts for 0.04% of the portfolio, ranked #140.

Klingman & Associates first reported a position in LMT in Q4 2014 and has held it in 27 quarters since. The position peaked at $1.14M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Klingman & Associates held 1,899 shares of Lockheed Martin worth $967K as of Q2 2026.
  • Klingman & Associates bought 11 Lockheed Martin shares in Q2 2026, an estimated $5.95K.
  • Lockheed Martin made up 0.04% of Klingman & Associates's portfolio in Q2 2026, its #140 holding.
  • Klingman & Associates first reported a position in Lockheed Martin in Q4 2014 and has held it in 27 quarters since.
  • Klingman & Associates's Lockheed Martin position peaked at $1.14M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.