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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
Q3 		$316K Buy
620
+70
+13% +$38.5K 0.2% 101
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Exchange Bank's LMT Position: Q3 2026 in Review

Exchange Bank increased its Lockheed Martin (LMT) stake by 13% in Q3 2026, buying an estimated $38.5K and bringing the position to 620 shares worth $316K. The position accounts for 0.2% of the portfolio, ranked #101.

Exchange Bank first reported a position in LMT in Q2 2023 and has held it in 14 quarters since. The position peaked at $323K in Q1 2026. 144 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Exchange Bank held 620 shares of Lockheed Martin worth $316K as of Q3 2026.
  • Exchange Bank bought 70 Lockheed Martin shares in Q3 2026, an estimated $38.5K.
  • Lockheed Martin made up 0.2% of Exchange Bank's portfolio in Q3 2026, its #101 holding.
  • Exchange Bank first reported a position in Lockheed Martin in Q2 2023 and has held it in 14 quarters since.
  • Exchange Bank's Lockheed Martin position peaked at $323K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.