ZACKS INVESTMENT MANAGEMENT
Top Portfolio Positions
558 positions ·
$12,057,093,481 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,801,904 | $488,652,056 | 4.05% | |
| AAPL |
Apple Inc.
Technology
|
1,720,858 | $436,736,551 | 3.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,491,953 | $429,026,003 | 3.56% | |
| MSFT |
Microsoft Corp
Technology
|
1,103,632 | $408,531,456 | 3.39% | |
| CAT |
Caterpillar Inc
Industrials
|
418,264 | $296,323,312 | 2.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
912,899 | $268,538,369 | 2.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
2,088,174 | $259,518,264 | 2.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,505,905 | $255,491,841 | 2.12% | |
| AVGO |
Broadcom Inc.
Technology
|
782,470 | $242,182,289 | 2.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
416,169 | $238,102,769 | 1.97% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LMT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,981,594 | 107,516 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $51,998,394 | 107,508 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $55,041,895 | 110,258 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,004,681 | 110,128 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $48,822,722 | 109,294 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $65,449,800 | 134,687 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $86,985,450 | 148,805 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,443,530 | 107,993 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $48,620,599 | 106,889 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $46,644,741 | 102,914 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $44,769,260 | 109,471 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $50,377,541 | 109,426 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $51,193,349 | 108,293 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $60,365,138 | 124,083 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $45,793,906 | 118,548 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $49,877,509 | 116,005 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $48,644,045 | 110,204 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $31,512,427 | 88,665 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $39,795,896 | 115,317 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $42,610,912 | 112,623 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $42,779,232 | 115,776 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $47,604,592 | 134,105 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $62,976,353 | 164,309 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $53,861,097 | 147,597 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $49,908,353 | 147,244 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||