Mechanics Financial Corp’s Lockheed Martin LMT Stock Holding History

Mechanics Financial Corp’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	$1.01M	Hold	1,678	–	–	0.42%	52
2025 Q4	$812K	Hold	1,678	–	–	0.3%	63
2025 Q3	$838K	Sell	1,678 -3	-0.2%	-$1.36K	0.32%	64
2025 Q2	$779K	Buy	1,681 +8	+0.5%	+$3.75K	0.33%	65
2025 Q1	$747K	Buy	1,673 +361	+28%	+$166K	0.34%	66
2024 Q4	$638K	Sell	1,312 -15	-1%	-$8.18K	0.29%	70
2024 Q3	$776K	Hold	1,327	–	–	0.34%	63
2024 Q2	$620K	Hold	1,327	–	–	0.32%	71
2024 Q1	$604K	Buy	1,327 +10	+0.8%	+$4.38K	0.31%	76
2023 Q4	$597K	Buy	1,317 +83	+7%	+$36.8K	0.34%	63
2023 Q3	$505K	Hold	1,234	–	–	0.28%	64
2023 Q2	$568K	Sell	1,234 -16	-1%	-$7.43K	0.31%	62
2023 Q1	$591K	Hold	1,250	–	–	0.34%	57
2022 Q4	$608K	Hold	1,250	–	–	0.36%	56
2022 Q3	$483K	Buy	1,250 +20	+2%	+$8.35K	0.32%	59
2022 Q2	$529K	Hold	1,230	–	–	0.32%	59
2022 Q1	$543K	Hold	1,230	–	–	0.28%	64
2021 Q4	$437K	Buy	+1,230	New	+$425K	0.21%	75

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mechanics Financial Corp's LMT Position: Q1 2026 in Review

Mechanics Financial Corp held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,678 shares worth $1.01M. The position accounts for 0.42% of the portfolio, ranked #52.

Mechanics Financial Corp first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Mechanics Financial Corp held 1,678 shares of Lockheed Martin worth $1.01M as of Q1 2026.
Mechanics Financial Corp left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.42% of Mechanics Financial Corp's portfolio in Q1 2026, its #52 holding.
Mechanics Financial Corp first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.