Security National Bank of Sioux City Iowa’s Lockheed Martin LMT Stock Holding History

Security National Bank of Sioux City Iowa’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	$681K	Hold	1,126	–	–	0.4%	65
2025 Q4	$545K	Hold	1,126	–	–	0.35%	64
2025 Q3	$562K	Hold	1,126	–	–	0.37%	60
2025 Q2	$521K	Hold	1,126	–	–	0.37%	62
2025 Q1	$503K	Hold	1,126	–	–	0.37%	63
2024 Q4	$547K	Hold	1,126	–	–	0.38%	63
2024 Q3	$658K	Hold	1,126	–	–	0.4%	66
2024 Q2	$526K	Hold	1,126	–	–	0.38%	63
2024 Q1	$512K	Hold	1,126	–	–	0.36%	62
2023 Q4	$510K	Hold	1,126	–	–	0.39%	62
2023 Q3	$460K	Hold	1,126	–	–	0.36%	64
2023 Q2	$518K	Buy	+1,126	New	+$523K	0.39%	62
2022 Q4	$1.03M	Buy	2,126 +126	+6%	+$58.5K	0.79%	50
2022 Q3	$773K	Hold	2,000	–	–	0.69%	53
2022 Q2	$860K	Hold	2,000	–	–	0.73%	52
2022 Q1	$883K	Hold	2,000	–	–	0.66%	52
2021 Q4	$711K	Hold	2,000	–	–	0.49%	58
2021 Q3	$690K	Buy	+2,000	New	+$724K	0.53%	58
2021 Q2	–	Sell	-2,000	Closed	-$739K	–	110
2021 Q1	$739K	Hold	2,000	–	–	0.6%	54
2020 Q4	$710K	Hold	2,000	–	–	0.61%	54
2020 Q3	$767K	Hold	2,000	–	–	0.72%	51
2020 Q2	$730K	Hold	2,000	–	–	0.79%	50
2020 Q1	$678K	Hold	2,000	–	–	0.88%	46
2019 Q4	$779K	Hold	2,000	–	–	0.76%	51
2019 Q3	$780K	Hold	2,000	–	–	0.89%	40
2019 Q2	$727K	Hold	2,000	–	–	0.86%	42
2019 Q1	$600K	Hold	2,000	–	–	0.69%	49
2018 Q4	$524K	Hold	2,000	–	–	0.54%	56
2018 Q3	$692K	Hold	2,000	–	–	0.61%	56
2018 Q2	$591K	Hold	2,000	–	–	0.55%	61
2018 Q1	$676K	Hold	2,000	–	–	0.63%	62
2017 Q4	$642K	Hold	2,000	–	–	0.58%	65
2017 Q3	$621K	Hold	2,000	–	–	0.61%	65
2017 Q2	$555K	Hold	2,000	–	–	0.54%	70
2017 Q1	$535K	Hold	2,000	–	–	0.53%	72
2016 Q4	$500K	Hold	2,000	–	–	0.52%	68
2016 Q3	$479K	Sell	2,000 -2,643	-57%	-$661K	0.54%	66
2016 Q2	$1.15M	Sell	4,643 -1,327	-22%	-$313K	1.3%	36
2016 Q1	$1.32M	Sell	5,970 -775	-11%	-$167K	1.55%	26
2015 Q4	$1.46M	Sell	6,745 -38	-0.6%	-$8.25K	1.45%	22
2015 Q3	$1.41M	Sell	6,783 -80	-1%	-$16.3K	1.65%	20
2015 Q2	$1.28M	Sell	6,863 -102	-1%	-$19.6K	1.39%	33
2015 Q1	$1.41M	Sell	6,965 -241	-3%	-$47.6K	1.52%	23
2014 Q4	$1.39M	Sell	7,206 -37	-0.5%	-$6.87K	1.55%	25
2014 Q3	$1.32M	Sell	7,243 -35	-0.5%	-$5.96K	1.48%	31
2014 Q2	$1.17M	Buy	7,278 +25	+0.3%	+$4.06K	1.32%	42
2014 Q1	$1.18M	Hold	7,253	–	–	1.39%	40
2013 Q4	$1.08M	Buy	7,253 +75	+1%	+$10.2K	1.31%	41
2013 Q3	$916K	Buy	7,178 +215	+3%	+$26.1K	1.33%	42
2013 Q2	$755K	Buy	+6,963	New	+$711K	1.18%	45

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 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

Security National Bank of Sioux City Iowa's LMT Position: Q1 2026 in Review

Security National Bank of Sioux City Iowa held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,126 shares worth $681K. The position accounts for 0.4% of the portfolio, ranked #65.

Security National Bank of Sioux City Iowa first reported a position in LMT in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.46M in Q4 2015. 2,921 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Security National Bank of Sioux City Iowa held 1,126 shares of Lockheed Martin worth $681K as of Q1 2026.
Security National Bank of Sioux City Iowa left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.4% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #65 holding.
Security National Bank of Sioux City Iowa first reported a position in Lockheed Martin in Q2 2013 and has held it in 50 quarters since.
Security National Bank of Sioux City Iowa's Lockheed Martin position peaked at $1.46M in Q4 2015.
2,921 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.