LMKC
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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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

L.M. Kohn & Company's LMT Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Lockheed Martin (LMT) stake by 40% in Q3 2025, selling an estimated $480K and leaving 1,572 shares worth $785K. The position accounts for 0.94% of the portfolio, ranked #31.

L.M. Kohn & Company first reported a position in LMT in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.64M in Q3 2024. 2,585 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • L.M. Kohn & Company held 1,572 shares of Lockheed Martin worth $785K as of Q3 2025.
  • L.M. Kohn & Company sold 1,059 Lockheed Martin shares in Q3 2025, an estimated $480K.
  • Lockheed Martin made up 0.94% of L.M. Kohn & Company's portfolio in Q3 2025, its #31 holding.
  • L.M. Kohn & Company first reported a position in Lockheed Martin in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Lockheed Martin position peaked at $2.64M in Q3 2024.
  • 2,585 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.