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Kuhn & Co Investment Counsel’s Lockheed Martin LMT Stock Holding History

Kuhn & Co Investment Counsel’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
2025
Q2 		– Sell
-505
Closed -$226K – 134
2025
Q1 		$226K Hold
505
– – 0.19% 123
2024
Q4 		$245K Hold
505
– – 0.21% 116
2024
Q3 		$295K Hold
505
– – 0.25% 107
2024
Q2 		$236K Sell
505
-6
-1% -$2.77K 0.21% 113
2024
Q1 		$232K Hold
511
– – 0.22% 114
2023
Q4 		$232K Buy
+511
New +$226K 0.24% 109

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kuhn & Co Investment Counsel's LMT Position: Q2 2025 in Review

Kuhn & Co Investment Counsel sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 505 shares — an estimated $226K sold.

Kuhn & Co Investment Counsel first reported a position in LMT in Q4 2023 and held it in 6 quarters. The position peaked at $295K in Q3 2024. 2,606 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Kuhn & Co Investment Counsel reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Kuhn & Co Investment Counsel sold 505 Lockheed Martin shares in Q2 2025, an estimated $226K.
  • Kuhn & Co Investment Counsel first reported a position in Lockheed Martin in Q4 2023 and held it in 6 quarters.
  • Kuhn & Co Investment Counsel's Lockheed Martin position peaked at $295K in Q3 2024.
  • 2,606 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2025, filed 13 Aug 2025.