Glenview Trust’s Lockheed Martin LMT Stock Holding History

Glenview 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	$35.6M	Buy	58,931 +860	+1%	+$530K	0.56%	42
2025 Q4	$28.1M	Buy	58,071 +742	+1%	+$355K	0.43%	51
2025 Q3	$28.6M	Sell	57,329 -241	-0.4%	-$109K	0.45%	48
2025 Q2	$26.7M	Buy	57,570 +3,393	+6%	+$1.59M	0.46%	49
2025 Q1	$24.2M	Buy	54,177 +696	+1%	+$320K	0.47%	48
2024 Q4	$26M	Buy	53,481 +111	+0.2%	+$60.5K	0.49%	49
2024 Q3	$31.2M	Buy	53,370 +746	+1%	+$401K	0.6%	39
2024 Q2	$24.6M	Buy	52,624 +1,196	+2%	+$553K	0.49%	44
2024 Q1	$23.4M	Buy	51,428 +2,720	+6%	+$1.19M	0.5%	54
2023 Q4	$22.1M	Buy	48,708 +2,058	+4%	+$912K	0.54%	52
2023 Q3	$19.1M	Buy	46,650 +2,515	+6%	+$1.12M	0.53%	52
2023 Q2	$20.3M	Buy	44,135 +901	+2%	+$418K	0.55%	49
2023 Q1	$20.4M	Buy	43,234 +1,198	+3%	+$562K	0.61%	46
2022 Q4	$20.5M	Buy	42,036 +2,835	+7%	+$1.32M	0.68%	44
2022 Q3	$15.1M	Buy	39,201 +284	+0.7%	+$119K	0.57%	51
2022 Q2	$16.7M	Buy	38,917 +1,555	+4%	+$683K	0.61%	50
2022 Q1	$16.5M	Buy	37,362 +2,191	+6%	+$888K	0.54%	57
2021 Q4	$12.5M	Buy	35,171 +311	+0.9%	+$108K	0.41%	68
2021 Q3	$12M	Buy	34,860 +805	+2%	+$291K	0.46%	66
2021 Q2	$12.9M	Buy	34,055 +2,357	+7%	+$906K	0.5%	63
2021 Q1	$11.7M	Buy	31,698 +2,367	+8%	+$812K	0.5%	63
2020 Q4	$10.4M	Sell	29,331 -1,379	-4%	-$507K	0.48%	64
2020 Q3	$11.8M	Buy	30,710 +642	+2%	+$245K	0.61%	50
2020 Q2	$11M	Buy	30,068 +1,065	+4%	+$402K	0.63%	49
2020 Q1	$9.83M	Buy	29,003 +800	+3%	+$315K	0.68%	46
2019 Q4	$11M	Buy	28,203 +1,439	+5%	+$552K	0.61%	52
2019 Q3	$10.4M	Buy	26,764 +1,764	+7%	+$663K	0.63%	49
2019 Q2	$9.09M	Buy	25,000 +2,853	+13%	+$954K	0.56%	56
2019 Q1	$6.65M	Buy	22,147 +5,369	+32%	+$1.57M	0.43%	68
2018 Q4	$4.39M	Sell	16,778 -6,388	-28%	-$1.94M	0.32%	90
2018 Q3	$8.02M	Buy	23,166 +1,408	+6%	+$454K	0.51%	62
2018 Q2	$6.43M	Buy	21,758 +10,892	+100%	+$3.51M	0.48%	68
2018 Q1	$3.67M	Buy	10,866 +6,859	+171%	+$2.33M	0.25%	100
2017 Q4	$1.29M	Sell	4,007 -36	-0.9%	-$11.3K	0.09%	160
2017 Q3	$1.25M	Sell	4,043 -300	-7%	-$89.5K	0.09%	153
2017 Q2	$1.21M	Buy	4,343 +45	+1%	+$12.4K	0.09%	145
2017 Q1	$1.15M	Buy	4,298 +16	+0.4%	+$4.19K	0.09%	149
2016 Q4	$1.07M	Buy	+4,282	New	+$1.07M	0.09%	150
2015 Q4	$442K	Buy	+2,034	New	+$441K	0.05%	186
2014 Q4	$421K	Buy	+2,184	New	+$405K	0.04%	171
2013 Q4	$364K	Buy	+2,447	New	+$332K	0.04%	162

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glenview Trust's LMT Position: Q1 2026 in Review

Glenview Trust increased its Lockheed Martin (LMT) stake by 1.5% in Q1 2026, buying an estimated $530K and bringing the position to 58,931 shares worth $35.6M. The position accounts for 0.56% of the portfolio, ranked #42.

Glenview Trust first reported a position in LMT in Q4 2013 and has held it in 41 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Glenview Trust held 58,931 shares of Lockheed Martin worth $35.6M as of Q1 2026.
Glenview Trust bought 860 Lockheed Martin shares in Q1 2026, an estimated $530K.
Lockheed Martin made up 0.56% of Glenview Trust's portfolio in Q1 2026, its #42 holding.
Glenview Trust first reported a position in Lockheed Martin in Q4 2013 and has held it in 41 quarters since.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.