BankPlus Trust Department’s Lockheed Martin LMT Stock Holding History

BankPlus Trust Department’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	$3.27M	Buy	6,414 +177	+3%	+$95.7K	0.76%	26
2026 Q1	$3.77M	Sell	6,237 -329	-5%	-$203K	1.01%	16
2025 Q4	$3.18M	Sell	6,566 -28	-0.4%	-$13.4K	0.83%	22
2025 Q3	$3.29M	Sell	6,594 -48	-0.7%	-$21.8K	0.88%	24
2025 Q2	$3.08M	Buy	6,642 +520	+8%	+$243K	0.91%	21
2025 Q1	$2.73M	Buy	6,122 +172	+3%	+$79.2K	0.91%	22
2024 Q4	$2.89M	Buy	+5,950	New	+$3.24M	0.95%	20

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BankPlus Trust Department's LMT Position: Q2 2026 in Review

BankPlus Trust Department increased its Lockheed Martin (LMT) stake by 2.8% in Q2 2026, buying an estimated $95.7K and bringing the position to 6,414 shares worth $3.27M. The position accounts for 0.76% of the portfolio, ranked #26.

BankPlus Trust Department first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.77M in Q1 2026. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

BankPlus Trust Department held 6,414 shares of Lockheed Martin worth $3.27M as of Q2 2026.
BankPlus Trust Department bought 177 Lockheed Martin shares in Q2 2026, an estimated $95.7K.
Lockheed Martin made up 0.76% of BankPlus Trust Department's portfolio in Q2 2026, its #26 holding.
BankPlus Trust Department first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Lockheed Martin position peaked at $3.77M in Q1 2026.
2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.