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Nalls Sherbakoff Group’s Lockheed Martin LMT Stock Holding History

Nalls Sherbakoff 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
2025
Q4 		$318K Hold
657
– – 0.23% 69
2025
Q3 		$328K Hold
657
– – 0.22% 67
2025
Q2 		$304K Hold
657
– – 0.22% 71
2025
Q1 		$293K Buy
+657
New +$302K 0.24% 67
2023
Q4 		$298K Buy
657
+268
+69% +$119K 0.27% 56
2023
Q3 		$159K Hold
389
– – 0.15% 92
2023
Q2 		$173K Hold
389
– – 0.17% 89
2023
Q1 		$184K Buy
+389
New +$182K 0.18% 84

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nalls Sherbakoff Group's LMT Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Lockheed Martin (LMT) position steady in Q4 2025 at 657 shares worth $318K. The position accounts for 0.23% of the portfolio, ranked #69.

Nalls Sherbakoff Group first reported a position in LMT in Q1 2023 and has held it in 8 quarters since. The position peaked at $328K in Q3 2025. 2,722 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Nalls Sherbakoff Group held 657 shares of Lockheed Martin worth $318K as of Q4 2025.
  • Nalls Sherbakoff Group left its Lockheed Martin share count unchanged in Q4 2025.
  • Lockheed Martin made up 0.23% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #69 holding.
  • Nalls Sherbakoff Group first reported a position in Lockheed Martin in Q1 2023 and has held it in 8 quarters since.
  • Nalls Sherbakoff Group's Lockheed Martin position peaked at $328K in Q3 2025.
  • 2,722 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.