Independence Bank of Kentucky’s Lockheed Martin LMT Stock Holding History

Independence Bank of Kentucky’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	$1.07M	Sell	2,101 -373	-15%	-$202K	0.12%	148
2026 Q1	$1.5M	Sell	2,474 -974	-28%	-$600K	0.19%	104
2025 Q4	$1.67M	Buy	3,448 +10	+0.3%	+$4.79K	0.21%	97
2025 Q3	$1.72M	Buy	3,438 +169	+5%	+$76.7K	0.22%	93
2025 Q2	$1.51M	Buy	3,269 +38	+1%	+$17.8K	0.21%	99
2025 Q1	$1.44M	Sell	3,231 -25	-0.8%	-$11.5K	0.23%	96
2024 Q4	$1.58M	Buy	3,256 +170	+6%	+$92.7K	0.24%	88
2024 Q3	$1.8M	Buy	3,086 +577	+23%	+$310K	0.39%	63
2024 Q2	$1.17M	Buy	2,509 +115	+5%	+$53.1K	0.31%	87
2024 Q1	$1.09M	Buy	2,394 +247	+12%	+$108K	0.33%	84
2023 Q4	$973K	Buy	2,147 +431	+25%	+$191K	0.34%	77
2023 Q3	$702K	Buy	1,716 +141	+9%	+$62.6K	0.3%	81
2023 Q2	$725K	Sell	1,575 -1,933	-55%	-$897K	0.29%	85
2023 Q1	$1.66M	Sell	3,508 -112	-3%	-$52.5K	0.72%	42
2022 Q4	$1.76M	Sell	3,620 -254	-7%	-$118K	0.79%	39
2022 Q3	$1.5M	Sell	3,874 -265	-6%	-$111K	0.74%	45
2022 Q2	$1.78M	Sell	4,139 -111	-3%	-$48.7K	0.8%	43
2022 Q1	$1.88M	Sell	4,250 -579	-12%	-$235K	0.74%	44
2021 Q4	$1.72M	Buy	4,829 +135	+3%	+$46.7K	0.7%	46
2021 Q3	$1.62M	Buy	4,694 +1,564	+50%	+$566K	0.7%	44
2021 Q2	$1.18M	Buy	3,130 +284	+10%	+$109K	0.52%	58
2021 Q1	$1.05M	Buy	2,846 +1,362	+92%	+$467K	0.51%	60
2020 Q4	$527K	Buy	1,484 +417	+39%	+$153K	0.27%	91
2020 Q3	$409K	Buy	1,067 +747	+233%	+$285K	0.23%	98
2020 Q2	$117K	Buy	320 +40	+14%	+$15.1K	0.08%	140
2020 Q1	$95K	Hold	280	–	–	0.07%	149
2019 Q4	$109K	Hold	280	–	–	0.07%	161
2019 Q3	$109K	Hold	280	–	–	0.08%	151
2019 Q2	$102K	Buy	280 +30	+12%	+$10K	0.08%	141
2019 Q1	$75K	Buy	250 +237	+1,823%	+$69.5K	0.06%	153
2018 Q4	$3K	Hold	13	–	–	﹤0.01%	321
2018 Q3	$4K	Sell	13 -18	-58%	-$5.81K	﹤0.01%	324
2018 Q2	$9K	Hold	31	–	–	0.01%	263
2018 Q1	$10K	Hold	31	–	–	0.01%	274
2017 Q4	$10K	Buy	+31	New	+$9.77K	0.01%	258

Other funds holding LMT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Independence Bank of Kentucky's LMT Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Lockheed Martin (LMT) stake by 15% in Q2 2026, selling an estimated $202K and leaving 2,101 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #148.

Independence Bank of Kentucky first reported a position in LMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.88M in Q1 2022. 1,471 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Independence Bank of Kentucky held 2,101 shares of Lockheed Martin worth $1.07M as of Q2 2026.
Independence Bank of Kentucky sold 373 Lockheed Martin shares in Q2 2026, an estimated $202K.
Lockheed Martin made up 0.12% of Independence Bank of Kentucky's portfolio in Q2 2026, its #148 holding.
Independence Bank of Kentucky first reported a position in Lockheed Martin in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's Lockheed Martin position peaked at $1.88M in Q1 2022.
1,471 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.