MBT
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Montecito Bank & Trust’s Lockheed Martin LMT Stock Holding History

Montecito Bank & 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 		$433K Buy
850
+80
+10% +$43.3K 0.06% 221
2026
Q1 		$465K Buy
770
+35
+5% +$21.6K 0.08% 202
2025
Q4 		$355K Buy
735
+30
+4% +$14.4K 0.06% 225
2025
Q3 		$352K Buy
+705
New +$320K 0.05% 233
2025
Q1 		$281K Buy
630
+35
+6% +$16.1K 0.05% 248
2024
Q4 		$289K Sell
595
-34
-5% -$18.5K 0.05% 239
2024
Q3 		$368K Buy
629
+45
+8% +$24.2K 0.06% 232
2024
Q2 		$273K Sell
584
-25
-4% -$11.6K 0.06% 230
2024
Q1 		$277K Buy
609
+27
+5% +$11.8K 0.06% 238
2023
Q4 		$264K Sell
582
-130
-18% -$57.6K 0.06% 226
2023
Q3 		$291K Sell
712
-314
-31% -$139K 0.07% 206
2023
Q2 		$472K Sell
1,026
-74
-7% -$34.3K 0.11% 169
2023
Q1 		$520K Buy
1,100
+293
+36% +$137K 0.12% 160
2022
Q4 		$393K Buy
807
+145
+22% +$67.4K 0.1% 181
2022
Q3 		$256K Buy
662
+192
+41% +$80.2K 0.07% 209
2022
Q2 		$203K Sell
470
-18
-4% -$7.9K 0.05% 228
2022
Q1 		$216K Buy
+488
New +$198K 0.04% 251
2021
Q4 		– Sell
-618
Closed -$213K – 269
2021
Q3 		$213K Buy
618
+27
+5% +$9.77K 0.04% 248
2021
Q2 		$223K Buy
+591
New +$227K 0.04% 243
2017
Q1 		– Sell
-388
Closed -$97K – 286
2016
Q4 		$97K Buy
+388
New +$97K 0.03% 226

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Montecito Bank & Trust's LMT Position: Q2 2026 in Review

Montecito Bank & Trust increased its Lockheed Martin (LMT) stake by 10% in Q2 2026, buying an estimated $43.3K and bringing the position to 850 shares worth $433K. The position accounts for 0.06% of the portfolio, ranked #221.

Montecito Bank & Trust first reported a position in LMT in Q4 2016 and has held it in 20 quarters since. The position peaked at $520K in Q1 2023. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Montecito Bank & Trust held 850 shares of Lockheed Martin worth $433K as of Q2 2026.
  • Montecito Bank & Trust bought 80 Lockheed Martin shares in Q2 2026, an estimated $43.3K.
  • Lockheed Martin made up 0.06% of Montecito Bank & Trust's portfolio in Q2 2026, its #221 holding.
  • Montecito Bank & Trust first reported a position in Lockheed Martin in Q4 2016 and has held it in 20 quarters since.
  • Montecito Bank & Trust's Lockheed Martin position peaked at $520K in Q1 2023.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.