Midwest Trust’s Lockheed Martin LMT Stock Holding History

Midwest 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 Q2	$21.9M	Sell	42,923 -2,144	-5%	-$1.16M	0.25%	97
2026 Q1	$27.2M	Sell	45,067 -4,542	-9%	-$2.8M	0.34%	74
2025 Q4	$24M	Buy	49,609 +1,634	+3%	+$782K	0.3%	80
2025 Q3	$23.9M	Buy	47,975 +437	+0.9%	+$198K	0.31%	76
2025 Q2	$22M	Buy	+47,538	New	+$22.3M	0.3%	83

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Midwest Trust's LMT Position: Q2 2026 in Review

Midwest Trust reduced its Lockheed Martin (LMT) stake by 4.8% in Q2 2026, selling an estimated $1.16M and leaving 42,923 shares worth $21.9M. The position accounts for 0.25% of the portfolio, ranked #97.

Midwest Trust first reported a position in LMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $27.2M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Midwest Trust held 42,923 shares of Lockheed Martin worth $21.9M as of Q2 2026.
Midwest Trust sold 2,144 Lockheed Martin shares in Q2 2026, an estimated $1.16M.
Lockheed Martin made up 0.25% of Midwest Trust's portfolio in Q2 2026, its #97 holding.
Midwest Trust first reported a position in Lockheed Martin in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Lockheed Martin position peaked at $27.2M in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.