BALYASNY ASSET MANAGEMENT L.P. LMT — LOCKHEED MARTIN CORP Common Stock

Ownership history in BALYASNY ASSET MANAGEMENT L.P.  ·  66 quarters on record

AI Ownership Summary

BALYASNY ASSET MANAGEMENT L.P. reported LOCKHEED MARTIN CORP Common Stock (LMT) in 66 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2025 Q3. The latest visible filing shows LMT at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALYASNY ASSET MANAGEMENT L.P.'s position in LOCKHEED MARTIN CORP Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LMT was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LMT stock page BALYASNY ASSET MANAGEMENT L.P. fund profile BALYASNY ASSET MANAGEMENT L.P. full holdings
How BALYASNY ASSET MANAGEMENT L.P. held LMT — position size vs. price
% of Fund (quarterly)    LMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 29 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 303,149 +300,249 +10353.4% 0.24% $183.2M 2026-05-15 $512.65
2026 Q1 ADDED — — — 2,900 +2,200 +314.3% 0.00% $1.8M 2026-05-15 $512.65
2026 Q1 REDUCED — — — 700 -11,189 -94.1% 0.00% $423K 2026-05-15 $512.65
2025 Q4 ADDED — — — 11,889 +10,489 +749.2% 0.01% $5.8M 2026-02-17 $641.97
2025 Q4 ADDED — — — 1,400 +500 +55.6% 0.00% $677K 2026-02-17 $641.97
2025 Q4 REDUCED 99.9% +25.6% ❌ 900 -670,540 -99.9% 0.00% $435K 2026-02-17 $641.97
2025 Q3 ADDED — — — 671,440 +665,940 +12108.0% 0.42% $335.2M 2025-11-14 $456.85
2025 Q3 ADDED — — — 5,500 +4,800 +685.7% 0.00% $2.7M 2025-11-14 $456.85
2025 Q3 REDUCED 94.0% -1.3% ✅ 700 -11,010 -94.0% 0.00% $349K 2025-11-14 $456.85
2025 Q2 ADDED — — — 11,710 +610 +5.5% 0.01% $5.4M 2025-08-14 (Est.) $425.83
2025 Q2 ADDED — — — 11,100 +5,100 +85.0% 0.01% $5.1M 2025-08-14 (Est.) $425.83
2025 Q2 REDUCED 64.7% +7.0% ❌ 6,000 -11,004 -64.7% 0.00% $2.8M 2025-08-14 (Est.) $425.83
2025 Q1 REDUCED 83.1% +4.4% ❌ 17,004 -83,796 -83.1% 0.01% $7.6M 2025-05-15 $449.83
2025 Q1 ADDED — — — 100,800 +51,894 +106.1% 0.07% $45.0M 2025-05-15 $449.83
2024 Q4 REDUCED 86.4% -7.4% ✅ 48,906 -311,194 -86.4% 0.04% $23.8M 2025-02-14 $406.26
2024 Q4 ADDED — — — 360,100 +358,900 +29908.3% 0.26% $175.0M 2025-02-14 $406.26
2024 Q4 REDUCED 99.3% -7.4% ✅ 1,200 -167,619 -99.3% 0.00% $583K 2025-02-14 $406.26
2024 Q3 REDUCED 53.2% -16.8% ✅ 168,819 -192,081 -53.2% 0.16% $98.7M 2024-11-14 $514.20
2024 Q3 ADDED — — — 360,900 +359,000 +18894.7% 0.34% $211.0M 2024-11-14 $514.20
2024 Q3 REDUCED 99.6% -16.8% ✅ 1,900 -459,889 -99.6% 0.00% $1.1M 2024-11-14 $514.20
2024 Q2 ADDED — — — 461,789 +168,989 +57.7% 0.38% $215.7M 2024-08-14 $534.34
2024 Q2 ADDED — — — 292,800 +291,600 +24300.0% 0.24% $136.8M 2024-08-14 $534.34
2024 Q2 REDUCED 96.1% +25.8% ❌ 1,200 -29,682 -96.1% 0.00% $561K 2024-08-14 $534.34
2024 Q1 REDUCED 85.1% +3.2% ❌ 30,882 -176,818 -85.1% 0.02% $14.0M 2024-05-13 $443.44
2024 Q1 ADDED — — — 207,700 +206,500 +17208.3% 0.17% $94.5M 2024-05-13 $443.44
2024 Q1 REDUCED 96.3% +3.2% ❌ 1,200 -31,468 -96.3% 0.00% $546K 2024-05-13 $443.44
2023 Q4 REDUCED 85.5% +0.6% ❌ 32,668 -193,232 -85.5% 0.03% $14.8M 2024-02-14 $391.22
2023 Q4 ADDED — — — 225,900 +224,300 +14018.8% 0.19% $102.4M 2024-02-14 $391.22
2023 Q4 REDUCED 93.8% +0.6% ❌ 1,600 -24,387 -93.8% 0.00% $725K 2024-02-14 $391.22
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LMT

As of 2026 Q1 — sorted by position size

Spectrum Financial Alliance Ltd LLC 3Y 7Y 12.12% Belfer Management LLC 3Y 7Y 7.85% Campion Asset Management 3Y 7.13% Rockbridge Asset Management LLC 6.47% Canal Insurance CO 3Y 7Y 4.75% Rayburn West Financial Services LLC 4.6% Werlinich Asset Management, LLC 4.47% Founders Capital Management 3Y 7Y 4.42% Trust Co of Kansas 3Y 4.27% Minneapolis Portfolio Management Group, LLC 3Y 7Y 4.19%

FAQ About BALYASNY ASSET MANAGEMENT L.P. and LMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALYASNY ASSET MANAGEMENT L.P. reported owning LMT?

BALYASNY ASSET MANAGEMENT L.P. reported LMT across 29 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LMT position in BALYASNY ASSET MANAGEMENT L.P.'s portfolio?

The largest reported portfolio weight for LMT was 0.42% in 2025 Q3.

What is the latest reported LMT position on this page?

The most recent filing on this page is 2026 Q1, when BALYASNY ASSET MANAGEMENT L.P. reported 303,149 shares, equal to 0.24% of portfolio, with an estimated market value of $183.2M.

What does the chart on this LMT ownership page compare?

The chart compares BALYASNY ASSET MANAGEMENT L.P.'s quarterly LMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BALYASNY ASSET MANAGEMENT L.P. time their LMT position?

Based on 13F filing dates vs. subsequent LMT price moves, BALYASNY ASSET MANAGEMENT L.P. correctly timed 31 out of 65 reported position changes (48%). The annualised alpha on LMT relative to SPY over the holding period was -0.7%.

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