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 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 $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shufro Rose & Co's LMT Position: Q1 2026 in Review

Shufro Rose & Co increased its Lockheed Martin (LMT) stake by 0.1% in Q1 2026, buying an estimated $616 and bringing the position to 986 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #164.

Shufro Rose & Co first reported a position in LMT in Q3 2020 and has held it in 16 quarters since. The position peaked at $719K in Q4 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Shufro Rose & Co held 986 shares of Lockheed Martin worth $596K as of Q1 2026.
Shufro Rose & Co bought 1 Lockheed Martin share in Q1 2026, an estimated $616.
Lockheed Martin made up 0.04% of Shufro Rose & Co's portfolio in Q1 2026, its #164 holding.
Shufro Rose & Co first reported a position in Lockheed Martin in Q3 2020 and has held it in 16 quarters since.
Shufro Rose & Co's Lockheed Martin position peaked at $719K in Q4 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.