Shufro Rose & Co’s Lockheed Martin LMT Stock Holding History

Shufro Rose & Co’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	$503K	Buy	987 +1	+0.1%	+$541	0.03%	187
2026 Q1	$596K	Buy	986 +1	+0.1%	+$616	0.04%	164
2025 Q4	$476K	Sell	985 -496	-33%	-$237K	0.03%	186
2025 Q3	$661K	Hold	1,481	–	–	0.05%	148
2025 Q2	$661K	Hold	1,481	–	–	0.05%	149
2025 Q1	$661K	Buy	1,481 +2	+0.1%	+$921	0.05%	150
2024 Q4	$719K	Buy	1,479 +2	+0.1%	+$1.09K	0.06%	135
2024 Q3	$690K	Hold	1,477	–	–	0.06%	142
2024 Q2	$690K	Buy	1,477 +1	+0.1%	+$462	0.06%	142
2024 Q1	$671K	Buy	1,476 +502	+52%	+$220K	0.06%	135
2023 Q4	$398K	Hold	974	–	–	0.04%	187
2023 Q3	$398K	Buy	974 +1	+0.1%	+$444	0.04%	188
2023 Q2	$448K	Buy	973 +2	+0.2%	+$928	0.04%	175
2023 Q1	$459K	Sell	971 -6	-0.6%	-$2.81K	0.04%	179
2022 Q4	$475K	Buy	977 +4	+0.4%	+$1.86K	0.04%	175
2022 Q3	$376K	Buy	+973	New	+$406K	0.04%	195
2020 Q4	–	Sell	-902	Closed	-$346K	–	303
2020 Q3	$346K	Buy	+902	New	+$344K	0.03%	192

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Shufro Rose & Co's LMT Position: Q2 2026 in Review

Shufro Rose & Co increased its Lockheed Martin (LMT) stake by 0.1% in Q2 2026, buying an estimated $541 and bringing the position to 987 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #187.

Shufro Rose & Co first reported a position in LMT in Q3 2020 and has held it in 17 quarters since. The position peaked at $719K in Q4 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Shufro Rose & Co held 987 shares of Lockheed Martin worth $503K as of Q2 2026.
Shufro Rose & Co bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
Lockheed Martin made up 0.03% of Shufro Rose & Co's portfolio in Q2 2026, its #187 holding.
Shufro Rose & Co first reported a position in Lockheed Martin in Q3 2020 and has held it in 17 quarters since.
Shufro Rose & Co's Lockheed Martin position peaked at $719K in Q4 2024.
2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.