Plimoth Trust’s Lockheed Martin LMT Stock Holding History

Plimoth 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	$875K	Sell	1,717 -28	-2%	-$15.1K	0.17%	97
2026 Q1	$1.05M	Buy	1,745 +152	+10%	+$93.6K	0.24%	86
2025 Q4	$770K	Sell	1,593 -2,921	-65%	-$1.4M	0.17%	100
2025 Q3	$2.25M	Sell	4,514 -1,063	-19%	-$482K	0.51%	63
2025 Q2	$2.58M	Buy	5,577 +268	+5%	+$125K	0.62%	57
2025 Q1	$2.37M	Buy	5,309 +434	+9%	+$200K	0.62%	56
2024 Q4	$2.37M	Sell	4,875 -17	-0.3%	-$9.27K	0.61%	52
2024 Q3	$2.86M	Sell	4,892 -166	-3%	-$89.1K	0.72%	46
2024 Q2	$2.36M	Buy	5,058 +8	+0.2%	+$3.7K	0.63%	51
2024 Q1	$2.3M	Buy	5,050 +175	+4%	+$76.7K	0.61%	53
2023 Q4	$2.21M	Buy	4,875 +239	+5%	+$106K	0.64%	52
2023 Q3	$1.9M	Buy	4,636 +161	+4%	+$71.4K	0.59%	59
2023 Q2	$2.06M	Buy	4,475 +46	+1%	+$21.4K	0.62%	57
2023 Q1	$2.09M	Buy	4,429 +14	+0.3%	+$6.57K	0.65%	58
2022 Q4	$2.15M	Sell	4,415 -498	-10%	-$231K	0.69%	54
2022 Q3	$1.9M	Sell	4,913 -63	-1%	-$26.3K	0.66%	53
2022 Q2	$2.14M	Sell	4,976 -1,352	-21%	-$594K	0.67%	51
2022 Q1	$2.79M	Sell	6,328 -71	-1%	-$28.8K	0.74%	47
2021 Q4	$2.27M	Buy	6,399 +1,476	+30%	+$511K	0.58%	58
2021 Q3	$1.7M	Buy	4,923 +81	+2%	+$29.3K	0.48%	66
2021 Q2	$1.83M	Buy	4,842 +205	+4%	+$78.8K	0.51%	65
2021 Q1	$1.71M	Buy	4,637 +324	+8%	+$111K	0.51%	63
2020 Q4	$1.53M	Buy	4,313 +27	+0.6%	+$9.93K	0.48%	63
2020 Q3	$1.64M	Buy	4,286 +183	+4%	+$69.8K	0.55%	58
2020 Q2	$1.5M	Buy	4,103 +11	+0.3%	+$4.16K	0.53%	58
2020 Q1	$1.39M	Buy	4,092 +42	+1%	+$16.5K	0.58%	51
2019 Q4	$1.58M	Sell	4,050 -15	-0.4%	-$5.76K	0.51%	64
2019 Q3	$1.59M	Buy	4,065 +171	+4%	+$64.3K	0.52%	63
2019 Q2	$1.42M	Buy	3,894 +1,643	+73%	+$550K	0.47%	71
2019 Q1	$676K	Buy	2,251 +45	+2%	+$13.2K	0.22%	118
2018 Q4	$577K	Sell	2,206 -12	-0.5%	-$3.64K	0.21%	124
2018 Q3	$767K	Sell	2,218 -28	-1%	-$9.04K	0.25%	112
2018 Q2	$664K	Sell	2,246 -337	-13%	-$109K	0.23%	119
2018 Q1	$873K	Sell	2,583 -155	-6%	-$52.8K	0.3%	101
2017 Q4	$879K	Buy	+2,738	New	+$863K	0.31%	90

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Plimoth Trust's LMT Position: Q2 2026 in Review

Plimoth Trust reduced its Lockheed Martin (LMT) stake by 1.6% in Q2 2026, selling an estimated $15.1K and leaving 1,717 shares worth $875K. The position accounts for 0.17% of the portfolio, ranked #97.

Plimoth Trust first reported a position in LMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.86M in Q3 2024. 1,126 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Plimoth Trust held 1,717 shares of Lockheed Martin worth $875K as of Q2 2026.
Plimoth Trust sold 28 Lockheed Martin shares in Q2 2026, an estimated $15.1K.
Lockheed Martin made up 0.17% of Plimoth Trust's portfolio in Q2 2026, its #97 holding.
Plimoth Trust first reported a position in Lockheed Martin in Q4 2017 and has held it in 35 quarters since.
Plimoth Trust's Lockheed Martin position peaked at $2.86M in Q3 2024.
1,126 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.