Belfer Management’s Lockheed Martin LMT Stock Holding History

Belfer Management’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
2026 Q2	$396K	Hold	777	–	–	6.56%	7
2026 Q1	$469K	Buy	777 +28	+4%	+$17.2K	7.85%	6
2025 Q4	$362K	Sell	749 -59	-7%	-$28.2K	6.35%	7
2025 Q3	$403K	Hold	808	–	–	5.6%	4
2025 Q2	$374K	Sell	808 -37	-4%	-$17.3K	5.72%	7
2025 Q1	$377K	Buy	845 +14	+2%	+$6.44K	6.56%	7
2024 Q4	$486K	Hold	831	–	–	7.73%	3
2024 Q3	$486K	Hold	831	–	–	7.86%	3
2024 Q2	$388K	Hold	831	–	–	7.32%	5
2024 Q1	$378K	Buy	831 +4	+0.5%	+$1.75K	6.81%	4
2023 Q4	$375K	Hold	827	–	–	7.91%	4
2023 Q3	$338K	Hold	827	–	–	8.76%	3
2023 Q2	$381K	Hold	827	–	–	10.1%	3
2023 Q1	$391K	Buy	827 +73	+10%	+$34.2K	10.12%	3
2022 Q4	$367K	Hold	754	–	–	12.55%	3
2022 Q3	$291K	Buy	+754	New	+$315K	10.7%	4

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Belfer Management's LMT Position: Q2 2026 in Review

Belfer Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 777 shares worth $396K. The position accounts for 6.56% of the portfolio, ranked #7.

Belfer Management first reported a position in LMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $486K in Q4 2024. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Belfer Management held 777 shares of Lockheed Martin worth $396K as of Q2 2026.
Belfer Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 6.56% of Belfer Management's portfolio in Q2 2026, its #7 holding.
Belfer Management first reported a position in Lockheed Martin in Q3 2022 and has held it in 16 quarters since.
Belfer Management's Lockheed Martin position peaked at $486K in Q4 2024.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Belfer Management's 13F filing for Q2 2026, filed 7 Aug 2026.