FWTB
LMT icon

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
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 $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 Western Trust Bank's LMT Position: Q1 2026 in Review

First Western Trust Bank increased its Lockheed Martin (LMT) stake by 7% in Q1 2026, buying an estimated $112K and bringing the position to 2,765 shares worth $1.67M. The position accounts for 0.08% of the portfolio, ranked #69.

First Western Trust Bank first reported a position in LMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.7M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • First Western Trust Bank held 2,765 shares of Lockheed Martin worth $1.67M as of Q1 2026.
  • First Western Trust Bank bought 182 Lockheed Martin shares in Q1 2026, an estimated $112K.
  • Lockheed Martin made up 0.08% of First Western Trust Bank's portfolio in Q1 2026, its #69 holding.
  • First Western Trust Bank first reported a position in Lockheed Martin in Q1 2022 and has held it in 17 quarters since.
  • First Western Trust Bank's Lockheed Martin position peaked at $1.7M in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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