Koshinski Asset Management
LMT icon

Koshinski Asset Management’s Lockheed Martin LMT Stock Holding History

Koshinski Asset Management’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 		$2.04M Buy
3,997
+68
+2% +$36.8K 0.11% 176
2026
Q1 		$2.37M Sell
3,929
-54
-1% -$33.3K 0.15% 144
2025
Q4 		$1.93M Buy
3,983
+47
+1% +$22.5K 0.12% 160
2025
Q3 		$1.96M Sell
3,936
-389
-9% -$176K 0.13% 161
2025
Q2 		$2M Sell
4,325
-77
-2% -$36K 0.15% 139
2025
Q1 		$1.97M Sell
4,402
-198
-4% -$91.1K 0.17% 131
2024
Q4 		$2.24B Sell
4,600
-131
-3% -$71.4K 0.19% 109
2024
Q3 		$2.77M Sell
4,731
-28
-0.6% -$15K 0.24% 93
2024
Q2 		$2.19M Sell
4,759
-714
-13% -$330K 0.2% 106
2024
Q1 		$2.49M Buy
5,473
+1,118
+26% +$490K 0.25% 85
2023
Q4 		$1.97M Buy
4,355
+498
+13% +$221K 0.3% 93
2023
Q3 		$1.58M Sell
3,857
-278
-7% -$123K 0.18% 119
2023
Q2 		$1.9M Sell
4,135
-1,932
-32% -$897K 0.2% 111
2023
Q1 		$2.87M Buy
6,067
+44
+0.7% +$20.6K 0.28% 85
2022
Q4 		$2.93M Sell
6,023
-301
-5% -$140K 0.28% 87
2022
Q3 		$2.44M Sell
6,324
-90
-1% -$37.6K 0.29% 91
2022
Q2 		$2.76M Buy
6,414
+40
+0.6% +$17.6K 0.27% 97
2022
Q1 		$2.81M Buy
6,374
+332
+5% +$135K 0.23% 99
2021
Q4 		$2.15M Buy
6,042
+592
+11% +$205K 0.17% 127
2021
Q3 		$1.88M Buy
5,450
+2,415
+80% +$874K 0.16% 141
2021
Q2 		$1.15M Sell
3,035
-988
-25% -$380K 0.14% 169
2021
Q1 		$1.49M Buy
4,023
+1,131
+39% +$388K 0.16% 157
2020
Q4 		$1.03M Sell
2,892
-6
-0.2% -$2.21K 0.13% 189
2020
Q3 		$1.13K Sell
2,898
-162
-5% -$61.8K 0.15% 159
2020
Q2 		$1.12M Sell
3,060
-173
-5% -$65.3K 0.18% 153
2020
Q1 		$1.1M Buy
3,233
+2
+0.1% +$787 0.23% 121
2019
Q4 		$1.27M Buy
3,231
+712
+28% +$273K 0.22% 142
2019
Q3 		$983K Sell
2,519
-335
-12% -$126K 0.68% 46
2019
Q2 		$1.04M Buy
2,854
+234
+9% +$78.3K 0.42% 67
2019
Q1 		$786 Sell
2,620
-842
-24% -$247K 0.21% 137
2018
Q4 		$906K Buy
3,462
+8
+0.2% +$2.43K 0.22% 145
2018
Q3 		$1.2M Buy
3,454
+1,606
+87% +$518K 0.17% 177
2018
Q2 		$546K Buy
1,848
+26
+1% +$8.39K 0.17% 188
2018
Q1 		$616K Sell
1,822
-783
-30% -$266K 0.19% 179
2017
Q4 		$836K Buy
2,605
+960
+58% +$303K 0.21% 169
2017
Q3 		$510K Sell
1,645
-9
-0.5% -$2.69K 0.17% 199
2017
Q2 		$459K Buy
1,654
+129
+8% +$35.4K 0.17% 199
2017
Q1 		$408K Buy
1,525
+61
+4% +$16K 0.16% 192
2016
Q4 		$366K Sell
1,464
-55
-4% -$13.7K 0.18% 185
2016
Q3 		$364K Buy
1,519
+126
+9% +$31.5K 0.18% 178
2016
Q2 		$346K Sell
1,393
-19
-1% -$4.48K 0.19% 177
2016
Q1 		$313K Sell
1,412
-893
-39% -$192K 0.2% 157
2015
Q4 		$501K Buy
2,305
+250
+12% +$54.2K 0.35% 96
2015
Q3 		$382K Buy
2,055
+1
+0% +$203 0.24% 129
2015
Q2 		$382K Buy
2,054
+141
+7% +$27.2K 0.24% 126
2015
Q1 		$388K Sell
1,913
-303
-14% -$59.8K 0.25% 119
2014
Q4 		$427K Buy
+2,216
New +$411K 0.24% 116

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Koshinski Asset Management's LMT Position: Q2 2026 in Review

Koshinski Asset Management increased its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, buying an estimated $36.8K and bringing the position to 3,997 shares worth $2.04M. The position accounts for 0.11% of the portfolio, ranked #176.

Koshinski Asset Management first reported a position in LMT in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.24B in Q4 2024. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Koshinski Asset Management held 3,997 shares of Lockheed Martin worth $2.04M as of Q2 2026.
  • Koshinski Asset Management bought 68 Lockheed Martin shares in Q2 2026, an estimated $36.8K.
  • Lockheed Martin made up 0.11% of Koshinski Asset Management's portfolio in Q2 2026, its #176 holding.
  • Koshinski Asset Management first reported a position in Lockheed Martin in Q4 2014 and has held it in 47 quarters since.
  • Koshinski Asset Management's Lockheed Martin position peaked at $2.24B in Q4 2024.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.