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
2026 Q2	$337K	Buy	661 +4	+0.6%	+$2.16K	0.24%	66
2026 Q1	$397K	Hold	657	–	–	0.29%	60
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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Nalls Sherbakoff Group's LMT Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Lockheed Martin (LMT) stake by 0.61% in Q2 2026, buying an estimated $2.16K and bringing the position to 661 shares worth $337K. The position accounts for 0.24% of the portfolio, ranked #66.

Nalls Sherbakoff Group first reported a position in LMT in Q1 2023 and has held it in 10 quarters since. The position peaked at $397K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Nalls Sherbakoff Group held 661 shares of Lockheed Martin worth $337K as of Q2 2026.
Nalls Sherbakoff Group bought 4 Lockheed Martin shares in Q2 2026, an estimated $2.16K.
Lockheed Martin made up 0.24% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #66 holding.
Nalls Sherbakoff Group first reported a position in Lockheed Martin in Q1 2023 and has held it in 10 quarters since.
Nalls Sherbakoff Group's Lockheed Martin position peaked at $397K in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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