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Jaffetilchin Investment Partners’s Lockheed Martin LMT Stock Holding History

Jaffetilchin Investment Partners’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 		$12.8M Buy
21,121
+417
+2% +$257K 0.76% 30
2025
Q4 		$10M Sell
20,704
-443
-2% -$212K 0.59% 33
2025
Q3 		$10.6M Buy
21,147
+722
+4% +$328K 0.63% 31
2025
Q2 		$9.46M Buy
20,425
+215
+1% +$101K 0.62% 31
2025
Q1 		$9.03M Buy
20,210
+19
+0.1% +$8.75K 0.66% 31
2024
Q4 		$9.81M Sell
20,191
-711
-3% -$388K 0.71% 29
2024
Q3 		$12.2M Buy
20,902
+44
+0.2% +$23.6K 0.92% 27
2024
Q2 		$9.74M Buy
20,858
+493
+2% +$228K 0.83% 28
2024
Q1 		$9.26M Sell
20,365
-957
-4% -$419K 0.83% 29
2023
Q4 		$9.66M Buy
21,322
+1,017
+5% +$451K 0.94% 26
2023
Q3 		$8.3M Sell
20,305
-1,752
-8% -$777K 0.92% 27
2023
Q2 		$10.2M Buy
22,057
+321
+1% +$149K 1.07% 22
2023
Q1 		$10.3M Sell
21,736
-439
-2% -$206K 1.17% 20
2022
Q4 		$10.8M Buy
22,175
+484
+2% +$225K 1.32% 18
2022
Q3 		$8.38M Sell
21,691
-1,702
-7% -$711K 1.08% 21
2022
Q2 		$10.1M Buy
23,393
+254
+1% +$112K 1.19% 21
2022
Q1 		$10.1M Buy
23,139
+562
+2% +$228K 1.18% 21
2021
Q4 		$8.02M Buy
22,577
+2,877
+15% +$995K 0.76% 31
2021
Q3 		$6.8M Sell
19,700
-1,050
-5% -$380K 0.72% 31
2021
Q2 		$7.83M Buy
20,750
+2,581
+14% +$992K 0.54% 37
2021
Q1 		$6.71M Buy
18,169
+17,509
+2,653% +$6.01M 0.79% 31
2020
Q4 		$234K Sell
660
-42
-6% -$15.4K 0.03% 247
2020
Q3 		$269K Buy
+702
New +$268K 0.05% 196
2018
Q4 		– Sell
-1,835
Closed -$635K – 311
2018
Q3 		$635K Buy
1,835
+1,046
+133% +$338K 0.13% 126
2018
Q2 		$233K Buy
+789
New +$255K 0.05% 257
2013
Q4 		– Sell
-2,241
Closed -$286K – 190
2013
Q3 		$286K Buy
+2,241
New +$272K 0.17% 133

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jaffetilchin Investment Partners's LMT Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Lockheed Martin (LMT) stake by 2% in Q1 2026, buying an estimated $257K and bringing the position to 21,121 shares worth $12.8M. The position accounts for 0.76% of the portfolio, ranked #30.

Jaffetilchin Investment Partners first reported a position in LMT in Q3 2013 and has held it in 26 quarters since. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Jaffetilchin Investment Partners held 21,121 shares of Lockheed Martin worth $12.8M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 417 Lockheed Martin shares in Q1 2026, an estimated $257K.
  • Lockheed Martin made up 0.76% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #30 holding.
  • Jaffetilchin Investment Partners first reported a position in Lockheed Martin in Q3 2013 and has held it in 26 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.