Krilogy Financial
LMT icon

Krilogy Financial’s Lockheed Martin LMT Stock Holding History

Krilogy Financial’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
Q3 		$3.67M Sell
7,166
-482
-6% -$265K 0.1% 163
2026
Q2 		$3.9M Buy
7,648
+597
+8% +$323K 0.12% 150
2026
Q1 		$4.28M Buy
7,051
+177
+3% +$109K 0.14% 128
2025
Q4 		$4M Buy
6,874
+1,621
+31% +$776K 0.14% 126
2025
Q3 		$2.49M Buy
+5,253
New +$2.38M 0.09% 172
2023
Q2 		– Sell
-4,894
Closed -$2.31M – 312
2023
Q1 		$2.31M Buy
4,894
+32
+0.7% +$15K 0.19% 99
2022
Q4 		$2.37M Buy
4,862
+2
+0% +$929 0.23% 76
2022
Q3 		$1.88M Buy
4,860
+111
+2% +$46.3K 0.22% 73
2022
Q2 		$2.04M Buy
4,749
+158
+3% +$69.4K 0.24% 68
2022
Q1 		$2.03M Buy
4,591
+67
+1% +$27.2K 0.21% 78
2021
Q4 		$1.61M Hold
4,524
– – 0.16% 89
2021
Q3 		$1.56M Sell
4,524
-42
-0.9% -$15.2K 0.16% 95
2021
Q2 		$1.73M Buy
4,566
+69
+2% +$26.5K 0.17% 84
2021
Q1 		$1.66M Buy
4,497
+114
+3% +$39.1K 0.18% 78
2020
Q4 		$1.56M Buy
4,383
+50
+1% +$18.4K 0.19% 78
2020
Q3 		$1.66M Buy
4,333
+32
+0.7% +$12.2K 0.23% 68
2020
Q2 		$1.57M Buy
4,301
+111
+3% +$41.9K 0.24% 59
2020
Q1 		$1.42M Sell
4,190
-12
-0.3% -$4.72K 0.27% 60
2019
Q4 		$1.64M Sell
4,202
-500
-11% -$192K 0.27% 67
2019
Q3 		$1.83M Hold
4,702
– – 0.33% 63
2019
Q2 		$1.71M Sell
4,702
-19
-0.4% -$6.36K 0.33% 66
2019
Q1 		$1.42M Buy
4,721
+19
+0.4% +$5.57K 0.3% 66
2018
Q4 		$1.23M Hold
4,702
– – 0.34% 44
2018
Q3 		$1.63M Hold
4,702
– – 0.37% 42
2018
Q2 		$1.39M Sell
4,702
-21,335
-82% -$6.88M 0.35% 44
2018
Q1 		$8.8M Buy
26,037
+56
+0.2% +$19.1K 2.1% 12
2017
Q4 		$8.34M Buy
25,981
+110
+0.4% +$34.7K 2.01% 13
2017
Q3 		$8.03M Buy
25,871
+25,649
+11,554% +$7.65M 2.05% 13
2017
Q2 		$62K Buy
222
+126
+131% +$34.6K 0.02% 282
2017
Q1 		$24K Hold
96
– – 0.01% 395
2016
Q4 		$24K Buy
+96
New +$24K 0.01% 395

Other funds holding LMT

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Krilogy Financial's LMT Position: Q3 2026 in Review

Krilogy Financial reduced its Lockheed Martin (LMT) stake by 6.3% in Q3 2026, selling an estimated $265K and leaving 7,166 shares worth $3.67M. The position accounts for 0.1% of the portfolio, ranked #163.

Krilogy Financial first reported a position in LMT in Q4 2016 and has held it in 31 quarters since. The position peaked at $8.8M in Q1 2018. 927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Krilogy Financial held 7,166 shares of Lockheed Martin worth $3.67M as of Q3 2026.
  • Krilogy Financial sold 482 Lockheed Martin shares in Q3 2026, an estimated $265K.
  • Lockheed Martin made up 0.1% of Krilogy Financial's portfolio in Q3 2026, its #163 holding.
  • Krilogy Financial first reported a position in Lockheed Martin in Q4 2016 and has held it in 31 quarters since.
  • Krilogy Financial's Lockheed Martin position peaked at $8.8M in Q1 2018.
  • 927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.