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First American Trust’s Lockheed Martin LMT Stock Holding History

First American 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
Q1 		$832K Buy
1,376
+25
+2% +$15.4K 0.06% 168
2025
Q4 		$653K Buy
1,351
+36
+3% +$17.2K 0.04% 178
2025
Q3 		$656K Buy
1,315
+191
+17% +$86.7K 0.05% 164
2025
Q2 		$521K Sell
1,124
-192
-15% -$89.9K 0.04% 169
2025
Q1 		$588K Buy
1,316
+21
+2% +$9.67K 0.05% 147
2024
Q4 		$629K Sell
1,295
-83
-6% -$45.2K 0.06% 140
2024
Q3 		$806K Sell
1,378
-46
-3% -$24.7K 0.08% 131
2024
Q2 		$665K Buy
1,424
+1
+0.1% +$462 0.07% 129
2024
Q1 		$647K Buy
1,423
+490
+53% +$215K 0.07% 133
2023
Q4 		$423K Buy
933
+105
+13% +$46.5K 0.05% 130
2023
Q3 		$339K Buy
828
+20
+2% +$8.87K 0.05% 121
2023
Q2 		$372K Sell
808
-162
-17% -$75.2K 0.05% 118
2023
Q1 		$458K Buy
970
+5
+0.5% +$2.35K 0.07% 112
2022
Q4 		$470K Buy
965
+207
+27% +$96.2K 0.07% 111
2022
Q3 		$293K Buy
758
+4
+0.5% +$1.67K 0.05% 121
2022
Q2 		$324K Sell
754
-35
-4% -$15.4K 0.05% 133
2022
Q1 		$348K Buy
789
+45
+6% +$18.2K 0.05% 129
2021
Q4 		$264K Buy
+744
New +$257K 0.04% 146

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First American Trust's LMT Position: Q1 2026 in Review

First American Trust increased its Lockheed Martin (LMT) stake by 1.9% in Q1 2026, buying an estimated $15.4K and bringing the position to 1,376 shares worth $832K. The position accounts for 0.06% of the portfolio, ranked #168.

First American Trust first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • First American Trust held 1,376 shares of Lockheed Martin worth $832K as of Q1 2026.
  • First American Trust bought 25 Lockheed Martin shares in Q1 2026, an estimated $15.4K.
  • Lockheed Martin made up 0.06% of First American Trust's portfolio in Q1 2026, its #168 holding.
  • First American Trust first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.