Members Trust
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Members Trust’s Lockheed Martin LMT Stock Holding History

Members Trust’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 		$303K Buy
501
+25
+5% +$15.4K 0.01% 117
2025
Q4 		$230K Buy
476
+3
+0.6% +$1.44K 0.01% 135
2025
Q3 		$236K Sell
473
-6
-1% -$2.72K 0.01% 131
2025
Q2 		$222K Buy
+479
New +$224K 0.01% 127
2024
Q4 		– Sell
-351
Closed -$205K – 120
2024
Q3 		$205K Buy
+351
New +$188K 0.01% 118
2024
Q1 		– Sell
-458
Closed -$207K – 121
2023
Q4 		$207K Buy
+458
New +$203K 0.01% 113
2023
Q3 		– Sell
-458
Closed -$211K – 108
2023
Q2 		$211K Buy
+458
New +$213K 0.01% 109
2022
Q4 		– Sell
-567
Closed -$219K – 80
2022
Q3 		$219K Hold
567
– – 0.01% 101
2022
Q2 		$244K Hold
567
– – 0.01% 94
2022
Q1 		$250K Sell
567
-9
-2% -$3.65K 0.01% 103
2021
Q4 		$205K Sell
576
-470
-45% -$163K 0.01% 119
2021
Q3 		$366K Buy
1,046
+66
+7% +$23.9K 0.01% 85
2021
Q2 		$371K Sell
980
-310
-24% -$119K 0.01% 86
2021
Q1 		$477K Buy
1,290
+375
+41% +$129K 0.02% 69
2020
Q4 		$325K Buy
915
+87
+11% +$32K 0.01% 86
2020
Q3 		$317K Sell
828
-500
-38% -$191K 0.01% 77
2020
Q2 		$484K Buy
+1,328
New +$502K 0.02% 57
2018
Q1 		$332K Sell
982
-23
-2% -$7.83K 0.02% 65
2017
Q4 		$323K Buy
1,005
+23
+2% +$7.25K 0.02% 62
2017
Q3 		$305K Sell
982
-44
-4% -$13.1K 0.02% 67
2017
Q2 		$285K Hold
1,026
– – 0.02% 65
2017
Q1 		$275K Buy
+1,026
New +$269K 0.02% 67
2016
Q3 		$275K Hold
1,146
– – 0.02% 64
2016
Q2 		$284K Buy
+1,146
New +$270K 0.02% 63

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Members Trust's LMT Position: Q1 2026 in Review

Members Trust increased its Lockheed Martin (LMT) stake by 5.3% in Q1 2026, buying an estimated $15.4K and bringing the position to 501 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #117.

Members Trust first reported a position in LMT in Q2 2016 and has held it in 24 quarters since. The position peaked at $484K in Q2 2020. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Members Trust held 501 shares of Lockheed Martin worth $303K as of Q1 2026.
  • Members Trust bought 25 Lockheed Martin shares in Q1 2026, an estimated $15.4K.
  • Lockheed Martin made up 0.01% of Members Trust's portfolio in Q1 2026, its #117 holding.
  • Members Trust first reported a position in Lockheed Martin in Q2 2016 and has held it in 24 quarters since.
  • Members Trust's Lockheed Martin position peaked at $484K in Q2 2020.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Members Trust's 13F filing for Q1 2026, filed 4 May 2026.