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 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 Q3	–	Sell	-75	Closed	–	–	71
2022 Q2	$0	Sell	75 -2	-3%	-$878	﹤0.01%	91
2022 Q1	$0	Buy	+77	New	+$31.2K	﹤0.01%	95

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

J. Safra Asset Management's LMT Position: Q1 2026 in Review

J. Safra Asset Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 925 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #152.

J. Safra Asset Management first reported a position in LMT in Q1 2022 and has held it in 14 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

J. Safra Asset Management held 925 shares of Lockheed Martin worth $559K as of Q1 2026.
J. Safra Asset Management left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.03% of J. Safra Asset Management's portfolio in Q1 2026, its #152 holding.
J. Safra Asset Management first reported a position in Lockheed Martin in Q1 2022 and has held it in 14 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.