Lumbard & Kellner’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
Q1 | $6.54M | Buy |
10,815
+23
| +0.2% | +$14.2K | 2.27% | 18 |
|
|
2025
Q4 | $5.22M | Sell |
10,792
-45
| -0.4% | -$21.5K | 1.83% | 18 |
|
|
2025
Q3 | $5.41M | Buy |
10,837
+965
| +10% | +$438K | 1.99% | 18 |
|
|
2025
Q2 | $4.57M | Buy |
9,872
+4,645
| +89% | +$2.17M | 1.99% | 20 |
|
|
2025
Q1 | $2.33M | Sell |
5,227
-5,625
| -52% | -$2.59M | 1.03% | 39 |
|
|
2024
Q4 | $5.27M | Sell |
10,852
-3,206
| -23% | -$1.75M | 2.27% | 17 |
|
|
2024
Q3 | $8.22M | Sell |
14,058
-19
| -0.1% | -$10.2K | 3.62% | 5 |
|
|
2024
Q2 | $6.58M | Sell |
14,077
-236
| -2% | -$109K | 3.11% | 8 |
|
|
2024
Q1 | $6.51M | Buy |
14,313
+216
| +2% | +$94.7K | 3.17% | 9 |
|
|
2023
Q4 | $6.39M | Sell |
14,097
-1
| -0% | -$443 | 3.7% | 10 |
|
|
2023
Q3 | $5.77M | Sell |
14,098
-235
| -2% | -$104K | 3.83% | 8 |
|
|
2023
Q2 | $6.42M | Sell |
14,333
-521
| -4% | -$242K | 3.58% | 7 |
|
|
2023
Q1 | $6.91M | Sell |
14,854
-105
| -0.7% | -$49.2K | 3.48% | 5 |
|
|
2022
Q4 | $7.28M | Sell |
14,959
-60
| -0.4% | -$27.9K | 3.56% | 5 |
|
|
2022
Q3 | $5.8M | Sell |
15,019
-14
| -0.1% | -$5.85K | 2.99% | 8 |
|
|
2022
Q2 | $6.46M | Hold |
15,033
| – | – | 3.3% | 5 |
|
|
2022
Q1 | $6.63M | Buy |
15,033
+149
| +1% | +$60.4K | 2.59% | 12 |
|
|
2021
Q4 | $5.74M | Buy |
14,884
+1,268
| +9% | +$439K | 2.16% | 18 |
|
|
2021
Q3 | $4.7M | Buy |
13,616
+493
| +4% | +$178K | 1.84% | 22 |
|
|
2021
Q2 | $4.96M | Buy |
13,123
+384
| +3% | +$148K | 1.92% | 20 |
|
|
2021
Q1 | $4.85M | Sell |
12,739
-243
| -2% | -$83.4K | 1.71% | 21 |
|
|
2020
Q4 | $4.18M | Sell |
12,982
-188
| -1% | -$69.1K | 1.65% | 21 |
|
|
2020
Q3 | $4.61M | Sell |
13,170
-255
| -2% | -$97.3K | 2.28% | 11 |
|
|
2020
Q2 | $4.9M | Sell |
13,425
-288
| -2% | -$109K | 2.82% | 8 |
|
|
2020
Q1 | $4.65M | Buy |
13,713
+4,124
| +43% | +$1.62M | 3.12% | 7 |
|
|
2019
Q4 | $3.73M | Sell |
9,589
-10
| -0.1% | -$3.84K | 1.93% | 18 |
|
|
2019
Q3 | $3.74M | Buy |
9,599
+70
| +0.7% | +$26.3K | 2.05% | 19 |
|
|
2019
Q2 | $3.46M | Sell |
9,529
-10
| -0.1% | -$3.35K | 1.86% | 20 |
|
|
2019
Q1 | $2.86M | Buy |
9,539
+95
| +1% | +$27.9K | 1.59% | 22 |
|
|
2018
Q4 | $2.47M | Sell |
9,444
-65
| -0.7% | -$19.7K | 1.5% | 23 |
|
|
2018
Q3 | $3.29M | Buy |
+9,509
| New | +$3.07M | 1.72% | 23 |
|
Other funds holding LMT
VCM
VPM
Lumbard & Kellner's LMT Position: Q1 2026 in Review
Lumbard & Kellner increased its Lockheed Martin (LMT) stake by 0.21% in Q1 2026, buying an estimated $14.2K and bringing the position to 10,815 shares worth $6.54M. The position accounts for 2.27% of the portfolio, ranked #18.
Lumbard & Kellner first reported a position in LMT in Q3 2018 and has held it in 31 quarters since. The position peaked at $8.22M in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Lumbard & Kellner held 10,815 shares of Lockheed Martin worth $6.54M as of Q1 2026.
- Lumbard & Kellner bought 23 Lockheed Martin shares in Q1 2026, an estimated $14.2K.
- Lockheed Martin made up 2.27% of Lumbard & Kellner's portfolio in Q1 2026, its #18 holding.
- Lumbard & Kellner first reported a position in Lockheed Martin in Q3 2018 and has held it in 31 quarters since.
- Lumbard & Kellner's Lockheed Martin position peaked at $8.22M in Q3 2024.
- 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.