MidWestOne Financial Group’s Lockheed Martin LMT Stock Holding History

MidWestOne Financial Group’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	$792K	Sell	1,638 -58	-3%	-$27.8K	0.09%	186
2025 Q3	$847K	Hold	1,696	–	–	0.1%	173
2025 Q2	$785K	Hold	1,696	–	–	0.1%	178
2025 Q1	$758K	Sell	1,696 -7	-0.4%	-$3.22K	0.11%	177
2024 Q4	$828K	Sell	1,703 -100	-6%	-$54.5K	0.12%	171
2024 Q3	$1.05M	Hold	1,803	–	–	0.15%	149
2024 Q2	$842K	Buy	1,803 +7	+0.4%	+$3.23K	0.15%	162
2024 Q1	$817K	Sell	1,796 -2	-0.1%	-$877	0.15%	171
2023 Q4	$815K	Hold	1,798	–	–	0.15%	156
2023 Q3	$735K	Hold	1,798	–	–	0.17%	151
2023 Q2	$828K	Buy	1,798 +100	+6%	+$46.4K	0.18%	143
2023 Q1	$803K	Hold	1,698	–	–	0.18%	142
2022 Q4	$826K	Hold	1,698	–	–	0.18%	130
2022 Q3	$656K	Hold	1,698	–	–	0.17%	134
2022 Q2	$730K	Hold	1,698	–	–	0.18%	123
2022 Q1	$749K	Hold	1,698	–	–	0.16%	141
2021 Q4	$603K	Sell	1,698 -35	-2%	-$12.1K	0.13%	161
2021 Q3	$598K	Hold	1,733	–	–	0.14%	145
2021 Q2	$656K	Buy	1,733 +475	+38%	+$183K	0.15%	132
2021 Q1	$465K	Hold	1,258	–	–	0.11%	154
2020 Q4	$447K	Hold	1,258	–	–	0.12%	151
2020 Q3	$482K	Hold	1,258	–	–	0.16%	143
2020 Q2	$459K	Hold	1,258	–	–	0.19%	87
2020 Q1	$426K	Hold	1,258	–	–	0.16%	130
2019 Q4	$489K	Sell	1,258 -293	-19%	-$112K	0.1%	152
2019 Q3	$605K	Hold	1,551	–	–	0.19%	120
2019 Q2	$564K	Buy	+1,551	New	+$519K	0.15%	153

Other funds holding LMT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MidWestOne Financial Group's LMT Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Lockheed Martin (LMT) stake by 3.4% in Q4 2025, selling an estimated $27.8K and leaving 1,638 shares worth $792K. The position accounts for 0.09% of the portfolio, ranked #186.

MidWestOne Financial Group first reported a position in LMT in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.05M in Q3 2024. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

MidWestOne Financial Group held 1,638 shares of Lockheed Martin worth $792K as of Q4 2025.
MidWestOne Financial Group sold 58 Lockheed Martin shares in Q4 2025, an estimated $27.8K.
Lockheed Martin made up 0.09% of MidWestOne Financial Group's portfolio in Q4 2025, its #186 holding.
MidWestOne Financial Group first reported a position in Lockheed Martin in Q2 2019 and has held it in 27 quarters since.
MidWestOne Financial Group's Lockheed Martin position peaked at $1.05M in Q3 2024.
2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.