Harbour Trust & Investment Management’s Lockheed Martin LMT Stock Holding History

Harbour Trust & Investment Management’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	$1.1M	Sell	2,162 -4	-0.2%	-$2.16K	0.11%	81
2026 Q1	$1.31M	Sell	2,166 -505	-19%	-$311K	0.14%	77
2025 Q4	$1.29M	Sell	2,671 -8	-0.3%	-$3.83K	0.13%	77
2025 Q3	$1.34M	Sell	2,679 -177	-6%	-$80.3K	0.14%	77
2025 Q2	$1.32M	Sell	2,856 -17	-0.6%	-$7.96K	0.15%	78
2025 Q1	$1.28M	Hold	2,873	–	–	0.16%	80
2024 Q4	$1.4M	Sell	2,873 -70	-2%	-$38.2K	0.16%	77
2024 Q3	$1.72M	Sell	2,943 -71	-2%	-$38.1K	0.2%	76
2024 Q2	$1.41M	Sell	3,014 -95	-3%	-$43.9K	0.17%	81
2024 Q1	$1.41M	Sell	3,109 -9	-0.3%	-$3.94K	0.18%	83
2023 Q4	$1.41M	Buy	+3,118	New	+$1.38M	0.2%	83

Other funds holding LMT

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Harbour Trust & Investment Management's LMT Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its Lockheed Martin (LMT) stake by 0.18% in Q2 2026, selling an estimated $2.16K and leaving 2,162 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #81.

Harbour Trust & Investment Management first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.72M in Q3 2024. 1,317 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Harbour Trust & Investment Management held 2,162 shares of Lockheed Martin worth $1.1M as of Q2 2026.
Harbour Trust & Investment Management sold 4 Lockheed Martin shares in Q2 2026, an estimated $2.16K.
Lockheed Martin made up 0.11% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #81 holding.
Harbour Trust & Investment Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's Lockheed Martin position peaked at $1.72M in Q3 2024.
1,317 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.