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Heartland Bank & Trust’s Lockheed Martin LMT Stock Holding History

Heartland 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
Q1 		$2.39M Buy
3,962
+2,096
+112% +$1.29M 0.54% 34
2025
Q4 		$903K Sell
1,866
-20
-1% -$9.57K 0.38% 53
2025
Q3 		$942K Sell
1,886
-5
-0.3% -$2.27K 0.39% 56
2025
Q2 		$876K Buy
+1,891
New +$885K 0.41% 54
2021
Q2 		– Sell
-2,932
Closed -$1.08M – 140
2021
Q1 		$1.08M Sell
2,932
-283
-9% -$97.1K 0.99% 30
2020
Q4 		$1.14M Buy
+3,215
New +$1.18M 1.01% 25

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

Heartland Bank & Trust's LMT Position: Q1 2026 in Review

Heartland Bank & Trust increased its Lockheed Martin (LMT) stake by 112% in Q1 2026, buying an estimated $1.29M and bringing the position to 3,962 shares worth $2.39M. The position accounts for 0.54% of the portfolio, ranked #34.

Heartland Bank & Trust first reported a position in LMT in Q4 2020 and has held it in 6 quarters since. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Heartland Bank & Trust held 3,962 shares of Lockheed Martin worth $2.39M as of Q1 2026.
  • Heartland Bank & Trust bought 2,096 Lockheed Martin shares in Q1 2026, an estimated $1.29M.
  • Lockheed Martin made up 0.54% of Heartland Bank & Trust's portfolio in Q1 2026, its #34 holding.
  • Heartland Bank & Trust first reported a position in Lockheed Martin in Q4 2020 and has held it in 6 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.