Bank of Stockton’s Lockheed Martin LMT Stock Holding History

Bank of Stockton’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 Q2	$882K	Sell	1,731 -22	-1%	-$11.9K	0.25%	68
2026 Q1	$1.06M	Buy	1,753 +381	+28%	+$235K	0.33%	54
2025 Q4	$664K	Sell	1,372 -229	-14%	-$110K	0.19%	82
2025 Q3	$799K	Buy	1,601 +435	+37%	+$197K	0.23%	72
2025 Q2	$540K	Buy	1,166 +6	+0.5%	+$2.81K	0.16%	84
2025 Q1	$518K	Buy	1,160 +322	+38%	+$148K	0.17%	86
2024 Q4	$407K	Buy	838 +202	+32%	+$110K	0.12%	99
2024 Q3	$372K	Buy	+636	New	+$341K	0.11%	109
2020 Q4	–	Sell	-905	Closed	-$346K	–	118
2020 Q3	$346K	Sell	905 -81	-8%	-$30.9K	0.14%	93
2020 Q2	$359K	Buy	+986	New	+$372K	0.16%	90

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of Stockton's LMT Position: Q2 2026 in Review

Bank of Stockton reduced its Lockheed Martin (LMT) stake by 1.3% in Q2 2026, selling an estimated $11.9K and leaving 1,731 shares worth $882K. The position accounts for 0.25% of the portfolio, ranked #68.

Bank of Stockton first reported a position in LMT in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.06M in Q1 2026. 1,399 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Bank of Stockton held 1,731 shares of Lockheed Martin worth $882K as of Q2 2026.
Bank of Stockton sold 22 Lockheed Martin shares in Q2 2026, an estimated $11.9K.
Lockheed Martin made up 0.25% of Bank of Stockton's portfolio in Q2 2026, its #68 holding.
Bank of Stockton first reported a position in Lockheed Martin in Q2 2020 and has held it in 10 quarters since.
Bank of Stockton's Lockheed Martin position peaked at $1.06M in Q1 2026.
1,399 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.