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

Indiana 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	$246K	Hold	482	–	–	0.07%	166
2026 Q1	$291K	Sell	482 -25	-5%	-$15.4K	0.09%	144
2025 Q4	$245K	Sell	507 -75	-13%	-$35.9K	0.07%	160
2025 Q3	$291K	Hold	582	–	–	0.09%	146
2025 Q2	$270K	Buy	582 +103	+22%	+$48.2K	0.09%	147
2025 Q1	$214K	Hold	479	–	–	0.08%	165
2024 Q4	$233K	Sell	479 -77	-14%	-$42K	0.08%	155
2024 Q3	$325K	Sell	556 -150	-21%	-$80.5K	0.11%	133
2024 Q2	$330K	Sell	706 -10	-1%	-$4.62K	0.12%	119
2024 Q1	$326K	Sell	716 -156	-18%	-$68.4K	0.13%	121
2023 Q4	$395K	Sell	872 -182	-17%	-$80.6K	0.18%	104
2023 Q3	$431K	Sell	1,054 -95	-8%	-$42.1K	0.22%	93
2023 Q2	$529K	Buy	1,149 +77	+7%	+$35.7K	0.27%	61
2023 Q1	$507K	Buy	1,072 +168	+19%	+$78.8K	0.27%	63
2022 Q4	$440	Buy	904 +4	+0.4%	+$1.86K	0.25%	70
2022 Q3	$348K	Hold	900	–	–	0.21%	79
2022 Q2	$387K	Hold	900	–	–	0.22%	78
2022 Q1	$397K	Sell	900 -65	-7%	-$26.4K	0.19%	82
2021 Q4	$343K	Hold	965	–	–	0.16%	91
2021 Q3	$333K	Sell	965 -64	-6%	-$23.2K	0.17%	87
2021 Q2	$366K	Buy	1,029 +64	+7%	+$24.6K	0.2%	79
2021 Q1	$357K	Sell	965 -64	-6%	-$22K	0.19%	85
2020 Q4	$366K	Buy	1,029 +16	+2%	+$5.88K	0.2%	79
2020 Q3	$388K	Hold	1,013	–	–	0.23%	70
2020 Q2	$369K	Hold	1,013	–	–	0.23%	73
2020 Q1	$343K	Buy	1,013 +133	+15%	+$52.3K	0.24%	71
2019 Q4	$343K	Buy	880 +28	+3%	+$10.7K	0.19%	87
2019 Q3	$332K	Sell	852 -20	-2%	-$7.52K	0.19%	88
2019 Q2	$317K	Hold	872	–	–	0.17%	92
2019 Q1	$262K	Hold	872	–	–	0.14%	99
2018 Q4	$228K	Buy	872 +47	+6%	+$14.3K	0.13%	100
2018 Q3	$285K	Hold	825	–	–	0.13%	102
2018 Q2	$244K	Sell	825 -65	-7%	-$21K	0.12%	108
2018 Q1	$301K	Sell	890 -105	-11%	-$35.7K	0.14%	95
2017 Q4	$319K	Hold	995	–	–	0.15%	96
2017 Q3	$309K	Hold	995	–	–	0.15%	97
2017 Q2	$276K	Hold	995	–	–	0.14%	101
2017 Q1	$266K	Hold	995	–	–	0.13%	99
2016 Q4	$249K	Sell	995 -210	-17%	-$52.5K	0.13%	100
2016 Q3	$289K	Sell	1,205 -85	-7%	-$21.3K	0.14%	98
2016 Q2	$320K	Hold	1,290	–	–	0.16%	99
2016 Q1	$286K	Sell	1,290 -55	-4%	-$11.8K	0.15%	99
2015 Q4	$259K	Buy	1,345 +55	+4%	+$11.9K	0.14%	97
2015 Q3	$267K	Sell	1,290 -55	-4%	-$11.2K	0.15%	96
2015 Q2	$250K	Hold	1,345	–	–	0.13%	102
2015 Q1	$273K	Hold	1,345	–	–	0.14%	95
2014 Q4	$259K	Hold	1,345	–	–	0.14%	97
2014 Q3	$246K	Hold	1,345	–	–	0.13%	98
2014 Q2	$216K	Sell	1,345 -155	-10%	-$25.2K	0.13%	109
2014 Q1	$245K	Hold	1,500	–	–	0.15%	98
2013 Q4	$223K	Hold	1,500	–	–	0.13%	102
2013 Q3	$191K	Sell	1,500 -380	-20%	-$46.1K	0.12%	103
2013 Q2	$204K	Buy	+1,880	New	+$192K	0.17%	99

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

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

Indiana Trust & Investment Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 482 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #166.

Indiana Trust & Investment Management first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $529K in Q2 2023. 1,320 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Indiana Trust & Investment Management held 482 shares of Lockheed Martin worth $246K as of Q2 2026.
Indiana Trust & Investment Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.07% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #166 holding.
Indiana Trust & Investment Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
Indiana Trust & Investment Management's Lockheed Martin position peaked at $529K in Q2 2023.
1,320 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.