MNBTD
LMT icon

Moody National Bank Trust Division’s Lockheed Martin LMT Stock Holding History

Moody National Bank Trust Division’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 		$370K Sell
726
-42
-5% -$22.7K 0.03% 383
2026
Q1 		$464K Buy
768
+116
+18% +$71.5K 0.04% 352
2025
Q4 		$315K Sell
652
-54
-8% -$25.8K 0.03% 399
2025
Q3 		$352K Sell
706
-105
-13% -$47.6K 0.03% 387
2025
Q2 		$376K Sell
811
-57
-7% -$26.7K 0.03% 375
2025
Q1 		$388K Buy
868
+206
+31% +$94.8K 0.04% 369
2024
Q4 		$322K Sell
662
-38
-5% -$20.7K 0.03% 392
2024
Q3 		$409K Buy
+700
New +$376K 0.04% 363
2024
Q1 		– Sell
-499
Closed -$226K – 479
2023
Q4 		$226K Sell
499
-2,974
-86% -$1.32M 0.02% 438
2023
Q3 		$1.42M Sell
3,473
-135
-4% -$59.9K 0.09% 168
2023
Q2 		$1.66M Buy
3,608
+44
+1% +$20.4K 0.11% 135
2023
Q1 		$1.68M Buy
3,564
+13
+0.4% +$6.1K 0.14% 125
2022
Q4 		$1.73M Buy
3,551
+244
+7% +$113K 0.15% 112
2022
Q3 		$1.28M Buy
3,307
+911
+38% +$380K 0.13% 143
2022
Q2 		$1.03M Buy
+2,396
New +$1.05M 0.11% 168
2021
Q1 		– Sell
-611
Closed -$217K – 401
2020
Q4 		$217K Sell
611
-31
-5% -$11.4K 0.01% 369
2020
Q3 		$247K Buy
642
+81
+14% +$30.9K 0.01% 335
2020
Q2 		$204K Buy
+561
New +$212K 0.01% 352
2019
Q2 		– Sell
-16
Closed -$5K – 703
2019
Q1 		$5K Sell
16
-166
-91% -$48.7K ﹤0.01% 922
2018
Q4 		$48K Buy
+182
New +$55.2K ﹤0.01% 408
2015
Q1 		– Sell
-10,400
Closed -$2M – 243
2014
Q4 		$2M Buy
+10,400
New +$1.93M 0.13% 28

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Moody National Bank Trust Division's LMT Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Lockheed Martin (LMT) stake by 5.5% in Q2 2026, selling an estimated $22.7K and leaving 726 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #383.

Moody National Bank Trust Division first reported a position in LMT in Q4 2014 and has held it in 21 quarters since. The position peaked at $2M in Q4 2014. 1,251 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Moody National Bank Trust Division held 726 shares of Lockheed Martin worth $370K as of Q2 2026.
  • Moody National Bank Trust Division sold 42 Lockheed Martin shares in Q2 2026, an estimated $22.7K.
  • Lockheed Martin made up 0.03% of Moody National Bank Trust Division's portfolio in Q2 2026, its #383 holding.
  • Moody National Bank Trust Division first reported a position in Lockheed Martin in Q4 2014 and has held it in 21 quarters since.
  • Moody National Bank Trust Division's Lockheed Martin position peaked at $2M in Q4 2014.
  • 1,251 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.