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Mechanics Bank - Trust Department’s Lockheed Martin LMT Stock Holding History

Mechanics Bank - Trust Department’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
2025
Q4 		– Sell
-715
Closed -$357K – 211
2025
Q3 		$357K Sell
715
-133
-16% -$60.3K 0.05% 170
2025
Q2 		$393K Sell
848
-26
-3% -$12.2K 0.06% 169
2025
Q1 		$390K Buy
+874
New +$402K 0.05% 175
2021
Q4 		– Sell
-1,079
Closed -$373K – 176
2021
Q3 		$373K Buy
1,079
+51
+5% +$18.5K 0.06% 147
2021
Q2 		$389K Sell
1,028
-101
-9% -$38.8K 0.06% 144
2021
Q1 		$417K Sell
1,129
-50
-4% -$17.2K 0.07% 139
2020
Q4 		$419K Buy
1,179
+109
+10% +$40.1K 0.08% 131
2020
Q3 		$410K Buy
+1,070
New +$408K 0.08% 128
2020
Q1 		– Sell
-539
Closed -$210K – 161
2019
Q4 		$210K Sell
539
-16
-3% -$6.14K 0.04% 167
2019
Q3 		$216K Buy
+555
New +$209K 0.04% 173
2014
Q3 		– Sell
-1,748
Closed -$281K – 148
2014
Q2 		$281K Sell
1,748
-125
-7% -$20.3K 0.08% 124
2014
Q1 		$306K Hold
1,873
– – 0.07% 127
2013
Q4 		$278K Hold
1,873
– – 0.07% 123
2013
Q3 		$239K Sell
1,873
-100
-5% -$12.1K 0.07% 129
2013
Q2 		$214K Buy
+1,973
New +$202K 0.06% 137

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mechanics Bank - Trust Department's LMT Position: Q4 2025 in Review

Mechanics Bank - Trust Department sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 715 shares — an estimated $357K sold.

Mechanics Bank - Trust Department first reported a position in LMT in Q2 2013 and held it in 15 quarters. The position peaked at $419K in Q4 2020. 2,722 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Mechanics Bank - Trust Department reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 715 Lockheed Martin shares in Q4 2025, an estimated $357K.
  • Mechanics Bank - Trust Department first reported a position in Lockheed Martin in Q2 2013 and held it in 15 quarters.
  • Mechanics Bank - Trust Department's Lockheed Martin position peaked at $419K in Q4 2020.
  • 2,722 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q4 2025, filed 14 Jan 2026.