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Community Financial Services Group’s Lockheed Martin LMT Stock Holding History

Community Financial Services Group’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 		$169K Buy
324
+260
+406% +$141K 0.02% 143
2026
Q1 		$39.5K Buy
+64
New +$39.4K 0.01% 204
2015
Q4 		– Sell
-39
Closed -$8K – 152
2015
Q3 		$8K Hold
39
– – ﹤0.01% 222
2015
Q2 		$7K Hold
39
– – ﹤0.01% 238
2015
Q1 		$8K Hold
39
– – ﹤0.01% 243
2014
Q4 		$8K Buy
+39
New +$7.24K ﹤0.01% 238

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Community Financial Services Group's LMT Position: Q2 2026 in Review

Community Financial Services Group increased its Lockheed Martin (LMT) stake by 406% in Q2 2026, buying an estimated $141K and bringing the position to 324 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #143.

Community Financial Services Group first reported a position in LMT in Q4 2014 and has held it in 6 quarters since. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Community Financial Services Group held 324 shares of Lockheed Martin worth $169K as of Q2 2026.
  • Community Financial Services Group bought 260 Lockheed Martin shares in Q2 2026, an estimated $141K.
  • Lockheed Martin made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #143 holding.
  • Community Financial Services Group first reported a position in Lockheed Martin in Q4 2014 and has held it in 6 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.