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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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sanibel Captiva Trust Company's LMT Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its Lockheed Martin (LMT) stake by 7.1% in Q1 2026, buying an estimated $962K and bringing the position to 23,476 shares worth $14.2M. The position accounts for 0.4% of the portfolio, ranked #65.

Sanibel Captiva Trust Company first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Sanibel Captiva Trust Company held 23,476 shares of Lockheed Martin worth $14.2M as of Q1 2026.
  • Sanibel Captiva Trust Company bought 1,562 Lockheed Martin shares in Q1 2026, an estimated $962K.
  • Lockheed Martin made up 0.4% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #65 holding.
  • Sanibel Captiva Trust Company first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.