FUBT
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First United Bank & Trust’s Lockheed Martin LMT Stock Holding History

First United Bank & 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
Q2 		$215K Buy
422
+7
+2% +$3.78K 0.06% 150
2026
Q1 		$251K Hold
415
– – 0.08% 135
2025
Q4 		$201K Sell
415
-50
-11% -$23.9K 0.06% 148
2025
Q3 		$232K Hold
465
– – 0.08% 144
2025
Q2 		$215K Hold
465
– – 0.08% 145
2025
Q1 		$208K Sell
465
-10
-2% -$4.6K 0.08% 142
2024
Q4 		$231K Hold
475
– – 0.08% 138
2024
Q3 		$278K Sell
475
-21
-4% -$11.3K 0.1% 136
2024
Q2 		$232K Hold
496
– – 0.09% 142
2024
Q1 		$226K Sell
496
-66
-12% -$28.9K 0.08% 144
2023
Q4 		$255K Buy
562
+14
+3% +$6.2K 0.1% 131
2023
Q3 		$224K Hold
548
– – 0.1% 132
2023
Q2 		$252K Buy
548
+6
+1% +$2.79K 0.11% 130
2023
Q1 		$256K Sell
542
-16
-3% -$7.5K 0.12% 132
2022
Q4 		$271K Hold
558
– – 0.13% 123
2022
Q3 		$216K Hold
558
– – 0.11% 136
2022
Q2 		$240K Buy
+558
New +$245K 0.11% 136
2021
Q2 		– Sell
-573
Closed -$212K – 166
2021
Q1 		$212K Buy
+573
New +$197K 0.09% 150
2020
Q1 		– Sell
-640
Closed -$249K – 125
2019
Q4 		$249K Buy
640
+30
+5% +$11.5K 0.14% 114
2019
Q3 		$238K Hold
610
– – 0.15% 111
2019
Q2 		$222K Buy
+610
New +$204K 0.13% 117

Other funds holding LMT

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
WG
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

First United Bank & Trust's LMT Position: Q2 2026 in Review

First United Bank & Trust increased its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, buying an estimated $3.78K and bringing the position to 422 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #150.

First United Bank & Trust first reported a position in LMT in Q2 2019 and has held it in 21 quarters since. The position peaked at $278K in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • First United Bank & Trust held 422 shares of Lockheed Martin worth $215K as of Q2 2026.
  • First United Bank & Trust bought 7 Lockheed Martin shares in Q2 2026, an estimated $3.78K.
  • Lockheed Martin made up 0.06% of First United Bank & Trust's portfolio in Q2 2026, its #150 holding.
  • First United Bank & Trust first reported a position in Lockheed Martin in Q2 2019 and has held it in 21 quarters since.
  • First United Bank & Trust's Lockheed Martin position peaked at $278K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.