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Bank of Jackson Hole Trust’s Lockheed Martin LMT Stock Holding History

Bank of Jackson Hole Trust’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 		$1.19M Buy
1,976
+34
+2% +$20.9K 0.58% 39
2025
Q4 		$939K Buy
1,942
+31
+2% +$14.8K 0.45% 59
2025
Q3 		$954K Buy
1,911
+140
+8% +$63.5K 0.48% 52
2025
Q2 		$820K Buy
1,771
+262
+17% +$123K 0.47% 54
2025
Q1 		$680K Hold
1,509
– – 0.44% 58
2024
Q4 		$733K Buy
+1,509
New +$823K 0.49% 53

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

Bank of Jackson Hole Trust's LMT Position: Q1 2026 in Review

Bank of Jackson Hole Trust increased its Lockheed Martin (LMT) stake by 1.8% in Q1 2026, buying an estimated $20.9K and bringing the position to 1,976 shares worth $1.19M. The position accounts for 0.58% of the portfolio, ranked #39.

Bank of Jackson Hole Trust first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Bank of Jackson Hole Trust held 1,976 shares of Lockheed Martin worth $1.19M as of Q1 2026.
  • Bank of Jackson Hole Trust bought 34 Lockheed Martin shares in Q1 2026, an estimated $20.9K.
  • Lockheed Martin made up 0.58% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #39 holding.
  • Bank of Jackson Hole Trust first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.