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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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Jefferies Financial Group's LMT Position: Q2 2026 in Review

Jefferies Financial Group increased its Lockheed Martin (LMT) stake by 58% in Q2 2026, buying an estimated $16.6M and bringing the position to 84,294 shares worth $42.9M. The position accounts for 0.28% of the portfolio, ranked #76.

Jefferies Financial Group first reported a position in LMT in Q4 2022 and has held it in 13 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Jefferies Financial Group held 84,294 shares of Lockheed Martin worth $42.9M as of Q2 2026.
  • Jefferies Financial Group bought 30,774 Lockheed Martin shares in Q2 2026, an estimated $16.6M.
  • Lockheed Martin made up 0.28% of Jefferies Financial Group's portfolio in Q2 2026, its #76 holding.
  • Jefferies Financial Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 13 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.