Jefferies Group's LMT Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 53,520 shares of Lockheed Martin Corporation (LMT) worth $32.35 M, representing 0.22% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in LMT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 50,267 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +50,267 | Add 1545.25% | 53,520 | $604.39 |
| Q4 2025 | +325 | Add 11.10% | 3,253 | $483.67 |
| Q3 2025 | -8,316 | Reduce 73.96% | 2,928 | $499.21 |
| Q2 2025 | +3,677 | Add 48.59% | 11,244 | $463.14 |
| Q1 2025 | +2,103 | Add 38.49% | 7,567 | $446.71 |
| Q4 2024 | +5,464 | New Buy | 5,464 | $485.94 |
| Q3 2024 | -3,713 | Sold Out | 0 | $0.00 |
| Q2 2024 | +1,438 | Add 63.21% | 3,713 | $467.10 |
| Q1 2024 | -858 | Reduce 27.39% | 2,275 | $454.87 |
| Q4 2023 | -15,594 | Reduce 83.27% | 3,133 | $453.24 |
| Q3 2023 | +18,727 | New Buy | 18,727 | $408.96 |
| Q2 2023 | -3,550 | Sold Out | 0 | $0.00 |
| Q1 2023 | -10,850 | Reduce 75.35% | 3,550 | $472.73 |
| Q4 2022 | +14,400 | New Buy | 14,400 | $486.49 |
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 14 quarters since Q4 2022.
Jefferies Group's largest addition to Lockheed Martin Corporation (LMT) was in Q1 2026, adding 53,520 shares worth $32.35 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 53,520 shares of Lockheed Martin Corporation (LMT), valued at approximately $32.35 M.
As of the Q1 2026 filing, Lockheed Martin Corporation (LMT) represents approximately 0.22% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Lockheed Martin Corporation (LMT) was 53,520 shares, as reported at the end of Q1 2026.