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First Western Trust Bank’s Lockheed Martin LMT Stock Holding History

First Western Trust 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 		$1.36M Sell
2,675
-90
-3% -$48.7K 0.07% 82
2026
Q1 		$1.67M Buy
2,765
+182
+7% +$112K 0.08% 69
2025
Q4 		$1.25M Sell
2,583
-200
-7% -$95.7K 0.06% 77
2025
Q3 		$1.39M Sell
2,783
-20
-0.7% -$9.07K 0.06% 73
2025
Q2 		$1.3M Hold
2,803
– – 0.06% 75
2025
Q1 		$1.25M Sell
2,803
-117
-4% -$53.9K 0.06% 75
2024
Q4 		$1.42M Buy
2,920
+5
+0.2% +$2.73K 0.07% 74
2024
Q3 		$1.7M Buy
2,915
+350
+14% +$188K 0.08% 76
2024
Q2 		$1.2M Sell
2,565
-25
-1% -$11.6K 0.06% 78
2024
Q1 		$1.18M Buy
2,590
+14
+0.5% +$6.14K 0.05% 80
2023
Q4 		$1.17M Sell
2,576
-90
-3% -$39.9K 0.06% 80
2023
Q3 		$1.09M Hold
2,666
– – 0.06% 80
2023
Q2 		$1.23M Sell
2,666
-195
-7% -$90.5K 0.06% 81
2023
Q1 		$1.35M Buy
2,861
+42
+1% +$19.7K 0.07% 79
2022
Q4 		$1.37M Buy
2,819
+95
+3% +$44.1K 0.08% 76
2022
Q3 		$1.05M Sell
2,724
-537
-16% -$224K 0.07% 80
2022
Q2 		$1.37M Buy
3,261
+85
+3% +$37.3K 0.09% 72
2022
Q1 		$1.42M Buy
+3,176
New +$1.29M 0.07% 77

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

First Western Trust Bank reduced its Lockheed Martin (LMT) stake by 3.3% in Q2 2026, selling an estimated $48.7K and leaving 2,675 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #82.

First Western Trust Bank first reported a position in LMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.7M in Q3 2024. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • First Western Trust Bank held 2,675 shares of Lockheed Martin worth $1.36M as of Q2 2026.
  • First Western Trust Bank sold 90 Lockheed Martin shares in Q2 2026, an estimated $48.7K.
  • Lockheed Martin made up 0.07% of First Western Trust Bank's portfolio in Q2 2026, its #82 holding.
  • First Western Trust Bank first reported a position in Lockheed Martin in Q1 2022 and has held it in 18 quarters since.
  • First Western Trust Bank's Lockheed Martin position peaked at $1.7M in Q3 2024.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.