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
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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovitz Investment Group Partners's LMT Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Lockheed Martin (LMT) stake by 16% in Q1 2026, selling an estimated $328K and leaving 2,730 shares worth $1.65M. The position accounts for 0.04% of the portfolio, ranked #255.

Kovitz Investment Group Partners first reported a position in LMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $63.3M in Q2 2021. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Kovitz Investment Group Partners held 2,730 shares of Lockheed Martin worth $1.65M as of Q1 2026.
  • Kovitz Investment Group Partners sold 532 Lockheed Martin shares in Q1 2026, an estimated $328K.
  • Lockheed Martin made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #255 holding.
  • Kovitz Investment Group Partners first reported a position in Lockheed Martin in Q1 2020 and has held it in 25 quarters since.
  • Kovitz Investment Group Partners's Lockheed Martin position peaked at $63.3M in Q2 2021.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.