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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
Q2 		$903K Buy
1,772
+94
+6% +$50.8K 0.32% 65
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Mechanics Financial Corp's LMT Position: Q2 2026 in Review

Mechanics Financial Corp increased its Lockheed Martin (LMT) stake by 5.6% in Q2 2026, buying an estimated $50.8K and bringing the position to 1,772 shares worth $903K. The position accounts for 0.32% of the portfolio, ranked #65.

Mechanics Financial Corp first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Mechanics Financial Corp held 1,772 shares of Lockheed Martin worth $903K as of Q2 2026.
  • Mechanics Financial Corp bought 94 Lockheed Martin shares in Q2 2026, an estimated $50.8K.
  • Lockheed Martin made up 0.32% of Mechanics Financial Corp's portfolio in Q2 2026, its #65 holding.
  • Mechanics Financial Corp first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Mechanics Financial Corp's Lockheed Martin position peaked at $1.01M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.