SFP
LMT icon

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
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 $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

Shepherd Financial Partners's LMT Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Lockheed Martin (LMT) stake by 0.72% in Q1 2026, selling an estimated $41.3K and leaving 9,233 shares worth $5.58M. The position accounts for 0.53% of the portfolio, ranked #42.

Shepherd Financial Partners first reported a position in LMT in Q1 2021 and has held it in 21 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Shepherd Financial Partners held 9,233 shares of Lockheed Martin worth $5.58M as of Q1 2026.
  • Shepherd Financial Partners sold 67 Lockheed Martin shares in Q1 2026, an estimated $41.3K.
  • Lockheed Martin made up 0.53% of Shepherd Financial Partners's portfolio in Q1 2026, its #42 holding.
  • Shepherd Financial Partners first reported a position in Lockheed Martin in Q1 2021 and has held it in 21 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.