First National Bank of Mount Dora’s Lockheed Martin LMT Stock Holding History

First National Bank of Mount Dora’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	$3.76M	Sell	7,382 -3	-0%	-$1.62K	0.75%	46
2026 Q1	$4.46M	Sell	7,385 -1,046	-12%	-$644K	0.96%	40
2025 Q4	$4.08M	Buy	8,431 +184	+2%	+$88.1K	0.89%	42
2025 Q3	$4.12M	Buy	8,247 +293	+4%	+$133K	0.91%	42
2025 Q2	$3.68M	Buy	7,954 +7	+0.1%	+$3.28K	0.83%	44
2025 Q1	$3.55M	Buy	7,947 +972	+14%	+$447K	0.87%	45
2024 Q4	$3.39M	Buy	6,975 +32	+0.5%	+$17.4K	0.79%	51
2024 Q3	$4.06M	Sell	6,943 -69	-1%	-$37K	0.92%	45
2024 Q2	$3.28M	Buy	7,012 +146	+2%	+$67.5K	0.79%	48
2024 Q1	$3.12M	Buy	6,866 +119	+2%	+$52.2K	0.76%	51
2023 Q4	$3.06M	Buy	6,747 +36	+0.5%	+$15.9K	0.81%	50
2023 Q3	$2.74M	Sell	6,711 -4	-0.1%	-$1.77K	0.81%	52
2023 Q2	$3.09M	Sell	6,715 -1,165	-15%	-$541K	0.88%	47
2023 Q1	$3.73M	Buy	7,880 +368	+5%	+$173K	1.13%	37
2022 Q4	$3.65M	Buy	7,512 +224	+3%	+$104K	1.2%	34
2022 Q3	$2.82M	Buy	7,288 +1,619	+29%	+$676K	1%	40
2022 Q2	$2.44M	Buy	5,669 +259	+5%	+$114K	0.84%	40
2022 Q1	$2.39M	Buy	5,410 +1,194	+28%	+$484K	0.72%	47
2021 Q4	$1.5M	Buy	4,216 +522	+14%	+$181K	0.44%	57
2021 Q3	$1.27M	Buy	+3,694	New	+$1.34M	0.42%	59

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First National Bank of Mount Dora's LMT Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its Lockheed Martin (LMT) stake by 0.04% in Q2 2026, selling an estimated $1.62K and leaving 7,382 shares worth $3.76M. The position accounts for 0.75% of the portfolio, ranked #46.

First National Bank of Mount Dora first reported a position in LMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.46M in Q1 2026. 1,404 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

First National Bank of Mount Dora held 7,382 shares of Lockheed Martin worth $3.76M as of Q2 2026.
First National Bank of Mount Dora sold 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
Lockheed Martin made up 0.75% of First National Bank of Mount Dora's portfolio in Q2 2026, its #46 holding.
First National Bank of Mount Dora first reported a position in Lockheed Martin in Q3 2021 and has held it in 20 quarters since.
First National Bank of Mount Dora's Lockheed Martin position peaked at $4.46M in Q1 2026.
1,404 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.