Kovitz Investment Group Partners
LMT icon

Kovitz Investment Group Partners’s Lockheed Martin LMT Stock Holding History

Kovitz Investment Group Partners’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 		$1.43M Buy
2,800
+70
+3% +$37.8K 0.03% 269
2026
Q1 		$1.65M Sell
2,730
-532
-16% -$328K 0.04% 255
2025
Q4 		$1.58M Sell
3,262
-47,000
-94% -$22.5M 0.03% 263
2025
Q3 		$25.1M Buy
50,262
+490
+1% +$222K 0.1% 189
2025
Q2 		$23.1M Buy
49,772
+3,152
+7% +$1.48M 0.1% 179
2025
Q1 		$20.8M Buy
46,620
+1,711
+4% +$788K 0.1% 164
2024
Q4 		$21.8M Buy
44,909
+6,997
+18% +$3.81M 0.11% 162
2024
Q3 		$20.3M Buy
37,912
+13,097
+53% +$7.03M 0.14% 131
2024
Q2 		$11.6M Buy
24,815
+4,774
+24% +$2.21M 0.1% 156
2024
Q1 		$9.12M Buy
20,041
+2,248
+13% +$985K 0.12% 131
2023
Q4 		$8.06M Sell
17,793
-714
-4% -$316K 0.13% 90
2023
Q3 		$7.57M Sell
18,507
-575
-3% -$255K 0.14% 90
2023
Q2 		$8.79M Sell
19,082
-1,471
-7% -$683K 0.13% 79
2023
Q1 		$9.72M Sell
20,553
-478
-2% -$224K 0.17% 78
2022
Q4 		$10.2M Sell
21,031
-1,317
-6% -$612K 0.2% 71
2022
Q3 		$8.63M Sell
22,348
-963
-4% -$402K 0.2% 76
2022
Q2 		$10M Sell
23,311
-10,950
-32% -$4.81M 0.22% 69
2022
Q1 		$15.1M Sell
34,261
-108,084
-76% -$43.8M 0.29% 54
2021
Q4 		$50.5M Sell
142,345
-31,070
-18% -$10.7M 1.19% 32
2021
Q3 		$59.8M Buy
173,415
+5,992
+4% +$2.17M 1.19% 29
2021
Q2 		$63.3M Buy
167,423
+15,365
+10% +$5.91M 1.25% 28
2021
Q1 		$56.2M Buy
152,058
+6,690
+5% +$2.3M 1.31% 26
2020
Q4 		$51.6M Buy
145,368
+33,781
+30% +$12.4M 1.26% 29
2020
Q3 		$42.8M Sell
111,587
-1,716
-2% -$655K 1.2% 30
2020
Q2 		$41.3M Buy
113,303
+53,189
+88% +$20.1M 1.28% 26
2020
Q1 		$20.4M Buy
+60,114
New +$23.6M 0.74% 37

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

Kovitz Investment Group Partners's LMT Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Lockheed Martin (LMT) stake by 2.6% in Q2 2026, buying an estimated $37.8K and bringing the position to 2,800 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #269.

Kovitz Investment Group Partners first reported a position in LMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $63.3M in Q2 2021. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Kovitz Investment Group Partners held 2,800 shares of Lockheed Martin worth $1.43M as of Q2 2026.
  • Kovitz Investment Group Partners bought 70 Lockheed Martin shares in Q2 2026, an estimated $37.8K.
  • Lockheed Martin made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #269 holding.
  • Kovitz Investment Group Partners first reported a position in Lockheed Martin in Q1 2020 and has held it in 26 quarters since.
  • Kovitz Investment Group Partners's Lockheed Martin position peaked at $63.3M in Q2 2021.
  • 2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.