Jefferies Group’s LMT Holdings & Trades

First Buy
Q4 2022
Duration Held
12 Quarters
Largest Add
Q3 2023
+18,727 Shares
Current Position
2,928 Shares
$1.46 M Value

Jefferies Group's LMT Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 2,928 shares of Lockheed Martin Corporation (LMT) worth $1.46 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in LMT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 15,177 shares. Largest reduction occurred in Q4 2023, reducing 15,594 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Lockheed Martin Corporation (LMT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Lockheed Martin Corporation (LMT) Trades by Jefferies Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2022 +14,400 New Buy 14,400 $486.49
Q1 2023 -10,850 Reduce 75.35% 3,550 $472.73
Q2 2023 -3,550 Sold Out 3,550 $0.00
Q3 2023 +18,727 New Buy 18,727 $408.96
Q4 2023 -15,594 Reduce 83.27% 3,133 $453.24
Q1 2024 -858 Reduce 27.39% 2,275 $454.87
Q2 2024 +1,438 Add 63.21% 3,713 $467.10
Q3 2024 -3,713 Sold Out 3,713 $0.00
Q4 2024 +5,464 New Buy 5,464 $485.94
Q1 2025 +2,103 Add 38.49% 7,567 $446.71
Q2 2025 +3,677 Add 48.59% 11,244 $463.14
Q3 2025 -8,316 Reduce 73.96% 2,928 $499.21

Jefferies Group's Lockheed Martin Corporation Investment FAQs

Jefferies Group first purchased Lockheed Martin Corporation (LMT) in Q4 2022, acquiring 14,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Lockheed Martin Corporation (LMT) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's largest addition to Lockheed Martin Corporation (LMT) was in Q3 2023, adding 18,727 shares worth $7.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 2,928 shares of Lockheed Martin Corporation (LMT), valued at approximately $1.46 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Lockheed Martin Corporation (LMT) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's peak holding in Lockheed Martin Corporation (LMT) was 18,727 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.