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Cadence Bank’s Lockheed Martin LMT Stock Holding History

Cadence 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
2025
Q4 		$1.14M Sell
2,355
-51
-2% -$24.4K 0.07% 162
2025
Q3 		$1.2M Sell
2,406
-132
-5% -$59.9K 0.07% 160
2025
Q2 		$1.18M Buy
2,538
+2
+0.1% +$936 0.08% 157
2025
Q1 		$1.13M Sell
2,536
-30
-1% -$13.8K 0.08% 154
2024
Q4 		$1.25M Sell
2,566
-152
-6% -$82.9K 0.08% 145
2024
Q3 		$1.59M Sell
2,718
-1
-0% -$537 0.11% 134
2024
Q2 		$1.27M Sell
2,719
-8
-0.3% -$3.7K 0.1% 128
2024
Q1 		$1.24M Sell
2,727
-65
-2% -$28.5K 0.09% 146
2023
Q4 		$1.27M Sell
2,792
-74
-3% -$32.8K 0.1% 135
2023
Q3 		$1.17M Buy
2,866
+13
+0.5% +$5.77K 0.1% 138
2023
Q2 		$1.31M Sell
2,853
-14
-0.5% -$6.5K 0.11% 128
2023
Q1 		$1.36M Buy
2,867
+2
+0.1% +$938 0.12% 127
2022
Q4 		$1.39M Sell
2,865
-32
-1% -$14.9K 0.13% 127
2022
Q3 		$1.12M Buy
2,897
+2,117
+271% +$884K 0.12% 130
2022
Q2 		$335K Hold
780
– – 0.05% 155
2022
Q1 		$344K Buy
780
+210
+37% +$85.1K 0.04% 156
2021
Q4 		$203K Buy
+570
New +$197K 0.03% 196
2020
Q1 		– Sell
-559
Closed -$218K – 198
2019
Q4 		$218K Sell
559
-15
-3% -$5.76K 0.04% 185
2019
Q3 		$224K Sell
574
-248
-30% -$93.3K 0.02% 202
2019
Q2 		$299K Sell
822
-5
-0.6% -$1.67K 0.03% 181
2019
Q1 		$248K Hold
827
– – 0.03% 205
2018
Q4 		$216K Buy
827
+92
+13% +$27.9K 0.03% 211
2018
Q3 		$254K Sell
735
-45
-6% -$14.5K 0.02% 216
2018
Q2 		$230K Sell
780
-50
-6% -$16.1K 0.02% 219
2018
Q1 		$280K Hold
830
– – 0.03% 198
2017
Q4 		$266K Buy
+830
New +$262K 0.03% 211

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cadence Bank's LMT Position: Q4 2025 in Review

Cadence Bank reduced its Lockheed Martin (LMT) stake by 2.1% in Q4 2025, selling an estimated $24.4K and leaving 2,355 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #162.

Cadence Bank first reported a position in LMT in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.59M in Q3 2024. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Cadence Bank held 2,355 shares of Lockheed Martin worth $1.14M as of Q4 2025.
  • Cadence Bank sold 51 Lockheed Martin shares in Q4 2025, an estimated $24.4K.
  • Lockheed Martin made up 0.07% of Cadence Bank's portfolio in Q4 2025, its #162 holding.
  • Cadence Bank first reported a position in Lockheed Martin in Q4 2017 and has held it in 26 quarters since.
  • Cadence Bank's Lockheed Martin position peaked at $1.59M in Q3 2024.
  • 2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.