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Essex Savings Bank’s Lockheed Martin LMT Stock Holding History

Essex Savings 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 		$1.56M Sell
3,053
-52
-2% -$28.1K 0.34% 69
2026
Q1 		$1.88M Buy
3,105
+2
+0.1% +$1.23K 0.42% 46
2025
Q4 		$1.5M Hold
3,103
– – 0.33% 66
2025
Q3 		$1.55M Sell
3,103
-13
-0.4% -$5.9K 0.35% 65
2025
Q2 		$1.44M Sell
3,116
-167
-5% -$78.2K 0.34% 67
2025
Q1 		$1.47M Sell
3,283
-34
-1% -$15.7K 0.36% 65
2024
Q4 		$1.61M Sell
3,317
-19
-0.6% -$10.4K 0.4% 57
2024
Q3 		$1.95M Buy
3,336
+440
+15% +$236K 0.49% 43
2024
Q2 		$1.35M Buy
2,896
+131
+5% +$60.5K 0.36% 65
2024
Q1 		$1.25M Hold
2,765
– – 0.36% 65
2023
Q4 		$1.25M Buy
2,765
+671
+32% +$297K 0.36% 65
2023
Q3 		$856K Sell
2,094
-12
-0.6% -$5.32K 0.29% 78
2023
Q2 		$970K Sell
2,106
-47
-2% -$21.8K 0.32% 74
2023
Q1 		$1.02M Buy
2,153
+73
+4% +$34.2K 0.36% 71
2022
Q4 		$1.01M Sell
2,080
-95
-4% -$44.1K 0.36% 70
2022
Q3 		$840K Buy
2,175
+366
+20% +$153K 0.33% 73
2022
Q2 		$777K Hold
1,809
– – 0.3% 81
2022
Q1 		$798K Sell
1,809
-4
-0.2% -$1.62K 0.26% 88
2021
Q4 		$645K Sell
1,813
-9
-0.5% -$3.11K 0.22% 107
2021
Q3 		$655K Buy
1,822
+15
+0.8% +$5.43K 0.24% 100
2021
Q2 		$691K Buy
1,807
+93
+5% +$35.8K 0.27% 95
2021
Q1 		$566K Sell
1,714
-39
-2% -$13.4K 0.25% 96
2020
Q4 		$622K Buy
1,753
+262
+18% +$96.3K 0.28% 93
2020
Q3 		$571K Buy
1,491
+170
+13% +$64.9K 0.28% 89
2020
Q2 		$482K Buy
1,321
+18
+1% +$6.8K 0.29% 88
2020
Q1 		$442K Sell
1,303
-6
-0.5% -$2.36K 0.32% 84
2019
Q4 		$510K Sell
1,309
-10
-0.8% -$3.84K 0.26% 96
2019
Q3 		$515K Sell
1,319
-71
-5% -$26.7K 0.27% 88
2019
Q2 		$311K Buy
1,390
+625
+82% +$209K 0.11% 167
2019
Q1 		$230K Sell
765
-102
-12% -$29.9K 0.13% 131
2018
Q4 		$227K Buy
+867
New +$263K 0.14% 120

Other funds holding LMT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Essex Savings Bank's LMT Position: Q2 2026 in Review

Essex Savings Bank reduced its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, selling an estimated $28.1K and leaving 3,053 shares worth $1.56M. The position accounts for 0.34% of the portfolio, ranked #69.

Essex Savings Bank first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.95M in Q3 2024. 1,634 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Essex Savings Bank held 3,053 shares of Lockheed Martin worth $1.56M as of Q2 2026.
  • Essex Savings Bank sold 52 Lockheed Martin shares in Q2 2026, an estimated $28.1K.
  • Lockheed Martin made up 0.34% of Essex Savings Bank's portfolio in Q2 2026, its #69 holding.
  • Essex Savings Bank first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
  • Essex Savings Bank's Lockheed Martin position peaked at $1.95M in Q3 2024.
  • 1,634 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.