Sanibel Captiva Trust Company’s Lockheed Martin LMT Stock Holding History

Sanibel Captiva Trust Company’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	$13.8M	Buy	27,074 +3,598	+15%	+$1.95M	0.34%	71
2026 Q1	$14.2M	Buy	23,476 +1,562	+7%	+$962K	0.4%	65
2025 Q4	$10.6M	Buy	21,914 +3,584	+20%	+$1.72M	0.29%	84
2025 Q3	$9.15M	Buy	18,330 +3,480	+23%	+$1.58M	0.26%	86
2025 Q2	$6.88M	Buy	14,850 +1,237	+9%	+$579K	0.21%	105
2025 Q1	$6.08M	Sell	13,613 -525	-4%	-$242K	0.2%	103
2024 Q4	$6.87M	Buy	14,138 +968	+7%	+$528K	0.22%	95
2024 Q3	$7.7M	Sell	13,170 -176	-1%	-$94.5K	0.25%	93
2024 Q2	$6.23M	Sell	13,346 -278	-2%	-$128K	0.21%	95
2024 Q1	$6.2M	Sell	13,624 -868	-6%	-$380K	0.21%	96
2023 Q4	$6.57M	Buy	+14,492	New	+$6.42M	0.24%	92

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Sanibel Captiva Trust Company's LMT Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Lockheed Martin (LMT) stake by 15% in Q2 2026, buying an estimated $1.95M and bringing the position to 27,074 shares worth $13.8M. The position accounts for 0.34% of the portfolio, ranked #71.

Sanibel Captiva Trust Company first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.2M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Sanibel Captiva Trust Company held 27,074 shares of Lockheed Martin worth $13.8M as of Q2 2026.
Sanibel Captiva Trust Company bought 3,598 Lockheed Martin shares in Q2 2026, an estimated $1.95M.
Lockheed Martin made up 0.34% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #71 holding.
Sanibel Captiva Trust Company first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's Lockheed Martin position peaked at $14.2M in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.