Morton Community Bank’s Lockheed Martin LMT Stock Holding History

Morton Community Bank’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	$5.41M	Sell	8,949 -80	-0.9%	-$49.3K	1.18%	27
2025 Q4	$5.73M	Buy	9,029 +160	+2%	+$76.6K	1.24%	19
2025 Q3	$4.36M	Buy	8,869 +521	+6%	+$236K	1.01%	39
2025 Q2	$3.87M	Buy	8,348 +240	+3%	+$112K	0.96%	50
2025 Q1	$3.62M	Buy	8,108 +165	+2%	+$76K	0.95%	52
2024 Q4	$3.86M	Buy	7,943 +50	+0.6%	+$27.3K	1.02%	36
2024 Q3	$4.61M	Sell	7,893 -240	-3%	-$129K	1.2%	20
2024 Q2	$3.8M	Buy	8,133 +363	+5%	+$168K	1.07%	30
2024 Q1	$3.53M	Buy	7,770 +494	+7%	+$217K	1.02%	34
2023 Q4	$3.3M	Buy	+7,276	New	+$3.22M	1.08%	27

Other funds holding LMT

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morton Community Bank's LMT Position: Q1 2026 in Review

Morton Community Bank reduced its Lockheed Martin (LMT) stake by 0.89% in Q1 2026, selling an estimated $49.3K and leaving 8,949 shares worth $5.41M. The position accounts for 1.18% of the portfolio, ranked #27.

Morton Community Bank first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.73M in Q4 2025. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Morton Community Bank held 8,949 shares of Lockheed Martin worth $5.41M as of Q1 2026.
Morton Community Bank sold 80 Lockheed Martin shares in Q1 2026, an estimated $49.3K.
Lockheed Martin made up 1.18% of Morton Community Bank's portfolio in Q1 2026, its #27 holding.
Morton Community Bank first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's Lockheed Martin position peaked at $5.73M in Q4 2025.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.