ZIG
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Zullo Investment Group’s Lockheed Martin LMT Stock Holding History

Zullo Investment 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 		$866K Sell
1,699
-75
-4% -$40.5K 0.3% 67
2026
Q1 		$1.07M Buy
1,774
+111
+7% +$68.4K 0.41% 57
2025
Q4 		$805K Sell
1,663
-145
-8% -$69.4K 0.29% 66
2025
Q3 		$903K Buy
1,808
+89
+5% +$40.4K 0.33% 62
2025
Q2 		$796K Buy
1,719
+40
+2% +$18.7K 0.32% 63
2025
Q1 		$750K Buy
1,679
+44
+3% +$20.3K 0.32% 66
2024
Q4 		$795K Sell
1,635
-21
-1% -$11.4K 0.32% 65
2024
Q3 		$968K Sell
1,656
-19
-1% -$10.2K 0.4% 58
2024
Q2 		$783K Buy
1,675
+97
+6% +$44.8K 0.34% 60
2024
Q1 		$718K Buy
1,578
+19
+1% +$8.33K 0.34% 66
2023
Q4 		$707K Buy
1,559
+71
+5% +$31.5K 0.36% 64
2023
Q3 		$609K Buy
1,488
+112
+8% +$49.7K 0.36% 62
2023
Q2 		$634K Sell
1,376
-14
-1% -$6.5K 0.36% 63
2023
Q1 		$658K Buy
1,390
+58
+4% +$27.2K 0.41% 61
2022
Q4 		$648K Buy
1,332
+14
+1% +$6.5K 0.4% 60
2022
Q3 		$509K Buy
1,318
+3
+0.2% +$1.25K 0.33% 65
2022
Q2 		$565K Sell
1,315
-37
-3% -$16.2K 0.35% 62
2022
Q1 		$597K Buy
1,352
+10
+0.7% +$4.05K 0.31% 68
2021
Q4 		$477K Buy
+1,342
New +$464K 0.25% 85

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Zullo Investment Group's LMT Position: Q2 2026 in Review

Zullo Investment Group reduced its Lockheed Martin (LMT) stake by 4.2% in Q2 2026, selling an estimated $40.5K and leaving 1,699 shares worth $866K. The position accounts for 0.3% of the portfolio, ranked #67.

Zullo Investment Group first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Zullo Investment Group held 1,699 shares of Lockheed Martin worth $866K as of Q2 2026.
  • Zullo Investment Group sold 75 Lockheed Martin shares in Q2 2026, an estimated $40.5K.
  • Lockheed Martin made up 0.3% of Zullo Investment Group's portfolio in Q2 2026, its #67 holding.
  • Zullo Investment Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Lockheed Martin position peaked at $1.07M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.