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
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 $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

Zullo Investment Group's LMT Position: Q1 2026 in Review

Zullo Investment Group increased its Lockheed Martin (LMT) stake by 6.7% in Q1 2026, buying an estimated $68.4K and bringing the position to 1,774 shares worth $1.07M. The position accounts for 0.41% of the portfolio, ranked #57.

Zullo Investment Group first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Zullo Investment Group held 1,774 shares of Lockheed Martin worth $1.07M as of Q1 2026.
  • Zullo Investment Group bought 111 Lockheed Martin shares in Q1 2026, an estimated $68.4K.
  • Lockheed Martin made up 0.41% of Zullo Investment Group's portfolio in Q1 2026, its #57 holding.
  • Zullo Investment Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.