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Shepherd Financial Partners’s Lockheed Martin LMT Stock Holding History

Shepherd Financial 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
Q2 		$4.66M Sell
9,146
-87
-0.9% -$47K 0.38% 49
2026
Q1 		$5.58M Sell
9,233
-67
-0.7% -$41.3K 0.53% 42
2025
Q4 		$4.5M Buy
9,300
+1,458
+19% +$698K 0.42% 49
2025
Q3 		$3.91M Buy
7,842
+24
+0.3% +$10.9K 0.37% 56
2025
Q2 		$3.62M Buy
7,818
+99
+1% +$46.3K 0.38% 52
2025
Q1 		$3.45M Sell
7,719
-1,763
-19% -$812K 0.4% 50
2024
Q4 		$4.61M Buy
9,482
+40
+0.4% +$21.8K 0.55% 31
2024
Q3 		$5.52M Buy
9,442
+409
+5% +$220K 0.66% 26
2024
Q2 		$4.22M Buy
9,033
+201
+2% +$92.9K 0.54% 29
2024
Q1 		$4.02M Buy
8,832
+16
+0.2% +$7.01K 0.53% 32
2023
Q4 		$4M Buy
8,816
+54
+0.6% +$23.9K 0.57% 27
2023
Q3 		$3.58M Buy
8,762
+265
+3% +$118K 0.56% 30
2023
Q2 		$3.91M Buy
8,497
+176
+2% +$81.7K 0.61% 30
2023
Q1 		$3.93M Buy
8,321
+782
+10% +$367K 0.66% 26
2022
Q4 		$3.67M Buy
7,539
+47
+0.6% +$21.8K 0.66% 27
2022
Q3 		$2.89M Buy
7,492
+1,309
+21% +$547K 0.56% 31
2022
Q2 		$2.66M Buy
6,183
+166
+3% +$72.9K 0.52% 36
2022
Q1 		$2.66M Buy
6,017
+101
+2% +$40.9K 0.47% 40
2021
Q4 		$2.1M Sell
5,916
-2,532
-30% -$876K 0.36% 53
2021
Q3 		$2.91M Buy
8,448
+98
+1% +$35.5K 0.56% 33
2021
Q2 		$3.16M Buy
8,350
+3,735
+81% +$1.44M 0.6% 31
2021
Q1 		$1.71M Buy
+4,615
New +$1.58M 0.38% 57

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Shepherd Financial Partners's LMT Position: Q2 2026 in Review

Shepherd Financial Partners reduced its Lockheed Martin (LMT) stake by 0.94% in Q2 2026, selling an estimated $47K and leaving 9,146 shares worth $4.66M. The position accounts for 0.38% of the portfolio, ranked #49.

Shepherd Financial Partners first reported a position in LMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.58M in Q1 2026. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Shepherd Financial Partners held 9,146 shares of Lockheed Martin worth $4.66M as of Q2 2026.
  • Shepherd Financial Partners sold 87 Lockheed Martin shares in Q2 2026, an estimated $47K.
  • Lockheed Martin made up 0.38% of Shepherd Financial Partners's portfolio in Q2 2026, its #49 holding.
  • Shepherd Financial Partners first reported a position in Lockheed Martin in Q1 2021 and has held it in 22 quarters since.
  • Shepherd Financial Partners's Lockheed Martin position peaked at $5.58M in Q1 2026.
  • 2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.