KAS
LMT icon

KPP Advisory Services’s Lockheed Martin LMT Stock Holding History

KPP Advisory Services’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 		$1.07M Sell
2,100
-88
-4% -$47.6K 0.14% 136
2026
Q1 		$1.32M Sell
2,188
-898
-29% -$553K 0.19% 111
2025
Q4 		$1.49M Sell
3,086
-108
-3% -$51.7K 0.22% 105
2025
Q3 		$1.59M Buy
3,194
+429
+16% +$195K 0.24% 101
2025
Q2 		$1.28M Buy
2,765
+217
+9% +$102K 0.21% 107
2025
Q1 		$1.14M Buy
2,548
+1,571
+161% +$723K 0.22% 101
2024
Q4 		$475K Sell
977
-14
-1% -$7.63K 0.11% 150
2024
Q3 		$579K Sell
991
-46
-4% -$24.7K 0.14% 130
2024
Q2 		$484K Sell
1,037
-63
-6% -$29.1K 0.13% 136
2024
Q1 		$500K Buy
1,100
+157
+17% +$68.8K 0.14% 129
2023
Q4 		$427K Buy
943
+37
+4% +$16.4K 0.38% 68
2023
Q3 		$371K Buy
+906
New +$402K 0.12% 126

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

KPP Advisory Services's LMT Position: Q2 2026 in Review

KPP Advisory Services reduced its Lockheed Martin (LMT) stake by 4% in Q2 2026, selling an estimated $47.6K and leaving 2,100 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #136.

KPP Advisory Services first reported a position in LMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.59M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • KPP Advisory Services held 2,100 shares of Lockheed Martin worth $1.07M as of Q2 2026.
  • KPP Advisory Services sold 88 Lockheed Martin shares in Q2 2026, an estimated $47.6K.
  • Lockheed Martin made up 0.14% of KPP Advisory Services's portfolio in Q2 2026, its #136 holding.
  • KPP Advisory Services first reported a position in Lockheed Martin in Q3 2023 and has held it in 12 quarters since.
  • KPP Advisory Services's Lockheed Martin position peaked at $1.59M in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.