L.M. Kohn & Company’s Lockheed Martin LMT Stock Holding History

L.M. Kohn & Company’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 Q3	$785K	Sell	1,572 -1,059	-40%	-$480K	0.94%	31
2025 Q2	$1.22M	Sell	2,631 -1,652	-39%	-$773K	0.33%	55
2025 Q1	$1.91M	Sell	4,283 -98	-2%	-$45.1K	0.5%	38
2024 Q4	$2.13M	Sell	4,381 -128	-3%	-$69.8K	0.55%	36
2024 Q3	$2.64M	Buy	4,509 +124	+3%	+$66.6K	0.67%	26
2024 Q2	$2.05M	Buy	4,385 +5	+0.1%	+$2.31K	0.55%	32
2024 Q1	$1.99M	Buy	4,380 +261	+6%	+$114K	0.56%	33
2023 Q4	$1.87M	Buy	4,119 +1,158	+39%	+$513K	0.6%	31
2023 Q3	$1.21M	Buy	2,961 +859	+41%	+$381K	0.44%	48
2023 Q2	$968K	Buy	2,102 +885	+73%	+$411K	0.37%	63
2023 Q1	$575K	Buy	1,217 +182	+18%	+$85.3K	0.24%	98
2022 Q4	$503K	Buy	1,035 +31	+3%	+$14.4K	0.24%	107
2022 Q3	$389K	Hold	1,004	–	–	0.19%	135
2022 Q2	$432K	Buy	1,004 +81	+9%	+$35.6K	0.2%	129
2022 Q1	$408K	Buy	+923	New	+$374K	0.16%	153

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return