J. Safra Asset Management’s Lockheed Martin LMT Stock Holding History

J. Safra Asset 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	$467K	Sell	917 -8	-0.9%	-$4.33K	0.02%	181
2026 Q1	$559K	Hold	925	–	–	0.03%	152
2025 Q4	$447K	Buy	+925	New	+$443K	0.02%	166
2025 Q3	–	Sell	-99	Closed	-$45.9K	–	488
2025 Q2	$45.9K	Hold	99	–	–	﹤0.01%	209
2025 Q1	$44.2K	Sell	99 -503	-84%	-$232K	﹤0.01%	191
2024 Q4	$291K	Buy	602 +267	+80%	+$146K	0.02%	97
2024 Q3	$195K	Buy	335 +76	+29%	+$40.8K	0.02%	78
2024 Q2	$121K	Buy	259 +169	+188%	+$78.1K	0.01%	83
2024 Q1	$40.9K	Sell	90 -97	-52%	-$42.5K	﹤0.01%	99
2023 Q4	$84.8K	Sell	187 -35	-16%	-$15.5K	0.01%	74
2023 Q3	$90.8K	Hold	222	–	–	0.01%	71
2023 Q2	$102K	Hold	222	–	–	0.01%	81
2023 Q1	$105K	Buy	+222	New	+$104K	0.02%	80
2022 Q2	–	Hold	0	–	–	–	56
2022 Q1	–	Hold	0	–	–	–	67

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

J. Safra Asset Management's LMT Position: Q2 2026 in Review

J. Safra Asset Management reduced its Lockheed Martin (LMT) stake by 0.86% in Q2 2026, selling an estimated $4.33K and leaving 917 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #181.

J. Safra Asset Management first reported a position in LMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $559K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

J. Safra Asset Management held 917 shares of Lockheed Martin worth $467K as of Q2 2026.
J. Safra Asset Management sold 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
Lockheed Martin made up 0.02% of J. Safra Asset Management's portfolio in Q2 2026, its #181 holding.
J. Safra Asset Management first reported a position in Lockheed Martin in Q1 2023 and has held it in 13 quarters since.
J. Safra Asset Management's Lockheed Martin position peaked at $559K in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.