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Berkshire Bank’s Lockheed Martin LMT Stock Holding History

Berkshire Bank’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 		$657K Hold
1,290
– – 0.13% 94
2026
Q1 		$780K Sell
1,290
-25
-2% -$15.4K 0.16% 84
2025
Q4 		$636K Sell
1,315
-13
-1% -$6.22K 0.13% 91
2025
Q3 		$663K Sell
1,328
-167
-11% -$75.8K 0.14% 88
2025
Q2 		$692K Sell
1,495
-46
-3% -$21.5K 0.16% 85
2025
Q1 		$688K Buy
1,541
+47
+3% +$21.6K 0.17% 82
2024
Q4 		$726K Sell
1,494
-19
-1% -$10.4K 0.17% 82
2024
Q3 		$884K Buy
1,513
+150
+11% +$80.5K 0.21% 75
2024
Q2 		$637K Buy
1,363
+56
+4% +$25.9K 0.16% 84
2024
Q1 		$595K Buy
1,307
+128
+11% +$56.1K 0.15% 93
2023
Q4 		$534K Buy
1,179
+68
+6% +$30.1K 0.14% 97
2023
Q3 		$454K Sell
1,111
-50
-4% -$22.2K 0.13% 98
2023
Q2 		$535K Buy
1,161
+1
+0.1% +$464 0.15% 87
2023
Q1 		$548K Sell
1,160
-85
-7% -$39.9K 0.16% 88
2022
Q4 		$606K Buy
1,245
+115
+10% +$53.4K 0.19% 83
2022
Q3 		$436K Buy
1,130
+15
+1% +$6.26K 0.13% 92
2022
Q2 		$479K Buy
1,115
+5
+0.5% +$2.19K 0.14% 90
2022
Q1 		$490K Buy
1,110
+225
+25% +$91.2K 0.12% 92
2021
Q4 		$314K Hold
885
– – 0.07% 114
2021
Q3 		$306K Sell
885
-70
-7% -$25.3K 0.07% 113
2021
Q2 		$361K Sell
955
-80
-8% -$30.8K 0.09% 110
2021
Q1 		$383K Hold
1,035
– – 0.1% 106
2020
Q4 		$367K Sell
1,035
-290
-22% -$107K 0.09% 108
2020
Q3 		$508K Buy
+1,325
New +$506K 0.14% 94

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Berkshire Bank's LMT Position: Q2 2026 in Review

Berkshire Bank held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,290 shares worth $657K. The position accounts for 0.13% of the portfolio, ranked #94.

Berkshire Bank first reported a position in LMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $884K in Q3 2024. 1,040 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Berkshire Bank held 1,290 shares of Lockheed Martin worth $657K as of Q2 2026.
  • Berkshire Bank left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.13% of Berkshire Bank's portfolio in Q2 2026, its #94 holding.
  • Berkshire Bank first reported a position in Lockheed Martin in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's Lockheed Martin position peaked at $884K in Q3 2024.
  • 1,040 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.