Krilogy Financial’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
Krilogy Financial's LMT Position: Q2 2026 in Review
Krilogy Financial increased its Lockheed Martin (LMT) stake by 8.5% in Q2 2026, buying an estimated $323K and bringing the position to 7,648 shares worth $3.9M. The position accounts for 0.12% of the portfolio, ranked #150.
Krilogy Financial first reported a position in LMT in Q4 2016 and has held it in 30 quarters since. The position peaked at $8.8M in Q1 2018. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Krilogy Financial held 7,648 shares of Lockheed Martin worth $3.9M as of Q2 2026.
- Krilogy Financial bought 597 Lockheed Martin shares in Q2 2026, an estimated $323K.
- Lockheed Martin made up 0.12% of Krilogy Financial's portfolio in Q2 2026, its #150 holding.
- Krilogy Financial first reported a position in Lockheed Martin in Q4 2016 and has held it in 30 quarters since.
- Krilogy Financial's Lockheed Martin position peaked at $8.8M in Q1 2018.
- 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.