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Jefferies Financial Group’s Lockheed Martin LMT Stock Holding History

Jefferies Financial Group’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
2023
Q3 		– Sell
-35,000
Closed -$16.1M – 1814
2023
Q2 		$16.1M Buy
35,000
+17,500
+100% +$8.12M 0.14% 127
2023
Q1 		$8.27M Buy
+17,500
New +$8.21M 0.07% 252

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

Jefferies Financial Group's LMT Position: Q1 2026 in Review

Jefferies Financial Group increased its Lockheed Martin (LMT) stake by 1,545% in Q1 2026, buying an estimated $31M and bringing the position to 53,520 shares worth $32.3M. The position accounts for 0.22% of the portfolio, ranked #78.

Jefferies Financial Group first reported a position in LMT in Q4 2022 and has held it in 12 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Jefferies Financial Group held 53,520 shares of Lockheed Martin worth $32.3M as of Q1 2026.
  • Jefferies Financial Group bought 50,267 Lockheed Martin shares in Q1 2026, an estimated $31M.
  • Lockheed Martin made up 0.22% of Jefferies Financial Group's portfolio in Q1 2026, its #78 holding.
  • Jefferies Financial Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 12 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.