KF
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
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

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

Krilogy Financial's LMT Position: Q1 2026 in Review

Krilogy Financial increased its Lockheed Martin (LMT) stake by 2.6% in Q1 2026, buying an estimated $109K and bringing the position to 7,051 shares worth $4.28M. The position accounts for 0.14% of the portfolio, ranked #128.

Krilogy Financial first reported a position in LMT in Q4 2016 and has held it in 29 quarters since. The position peaked at $8.8M in Q1 2018. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Krilogy Financial held 7,051 shares of Lockheed Martin worth $4.28M as of Q1 2026.
  • Krilogy Financial bought 177 Lockheed Martin shares in Q1 2026, an estimated $109K.
  • Lockheed Martin made up 0.14% of Krilogy Financial's portfolio in Q1 2026, its #128 holding.
  • Krilogy Financial first reported a position in Lockheed Martin in Q4 2016 and has held it in 29 quarters since.
  • Krilogy Financial's Lockheed Martin position peaked at $8.8M in Q1 2018.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.