Exchange Bank’s Lockheed Martin LMT Stock Holding History

Exchange 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	$280K	Buy	550 +15	+3%	+$8.11K	0.17%	106
2026 Q1	$323K	Sell	535 -15	-3%	-$9.24K	0.22%	94
2025 Q4	$266K	Buy	550 +15	+3%	+$7.18K	0.18%	106
2025 Q3	$267K	Buy	535 +1	+0.2%	+$454	0.19%	105
2025 Q2	$247K	Hold	534	–	–	0.2%	101
2025 Q1	$239K	Buy	534 +20	+4%	+$9.21K	0.19%	101
2024 Q4	$250K	Hold	514	–	–	0.2%	102
2024 Q3	$300K	Hold	514	–	–	0.25%	90
2024 Q2	$240K	Hold	514	–	–	0.2%	100
2024 Q1	$234K	Sell	514 -14	-3%	-$6.14K	0.19%	102
2023 Q4	$239K	Hold	528	–	–	0.21%	99
2023 Q3	$216K	Sell	528 -81	-13%	-$35.9K	0.21%	95
2023 Q2	$280K	Buy	+609	New	+$283K	0.27%	89

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

Exchange Bank's LMT Position: Q2 2026 in Review

Exchange Bank increased its Lockheed Martin (LMT) stake by 2.8% in Q2 2026, buying an estimated $8.11K and bringing the position to 550 shares worth $280K. The position accounts for 0.17% of the portfolio, ranked #106.

Exchange Bank first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $323K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Exchange Bank held 550 shares of Lockheed Martin worth $280K as of Q2 2026.
Exchange Bank bought 15 Lockheed Martin shares in Q2 2026, an estimated $8.11K.
Lockheed Martin made up 0.17% of Exchange Bank's portfolio in Q2 2026, its #106 holding.
Exchange Bank first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
Exchange Bank's Lockheed Martin position peaked at $323K in Q1 2026.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.