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Crews Bank & Trust’s Lockheed Martin LMT Stock Holding History

Crews Bank & Trust’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 		$1.12M Sell
2,200
-9
-0.4% -$4.87K 0.15% 87
2026
Q1 		$1.34M Sell
2,209
-94
-4% -$57.9K 0.19% 77
2025
Q4 		$1.11M Sell
2,303
-103
-4% -$49.3K 0.16% 86
2025
Q3 		$1.2M Sell
2,406
-45
-2% -$20.4K 0.18% 83
2025
Q2 		$1.14M Sell
2,451
-44
-2% -$20.6K 0.18% 81
2025
Q1 		$1.11M Sell
2,495
-70
-3% -$32.2K 0.19% 83
2024
Q4 		$1.25M Buy
+2,565
New +$1.4M 0.21% 78

Other funds holding LMT

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Crews Bank & Trust's LMT Position: Q2 2026 in Review

Crews Bank & Trust reduced its Lockheed Martin (LMT) stake by 0.41% in Q2 2026, selling an estimated $4.87K and leaving 2,200 shares worth $1.12M. The position accounts for 0.15% of the portfolio, ranked #87.

Crews Bank & Trust first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q1 2026. 1,006 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Crews Bank & Trust held 2,200 shares of Lockheed Martin worth $1.12M as of Q2 2026.
  • Crews Bank & Trust sold 9 Lockheed Martin shares in Q2 2026, an estimated $4.87K.
  • Lockheed Martin made up 0.15% of Crews Bank & Trust's portfolio in Q2 2026, its #87 holding.
  • Crews Bank & Trust first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Lockheed Martin position peaked at $1.34M in Q1 2026.
  • 1,006 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.