Security National Bank’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-520
| Closed | -$241K | – | 387 |
|
|
2025
Q2 | $241K | Sell |
520
-760
| -59% | -$356K | 0.04% | 115 |
|
|
2025
Q1 | $572K | Sell |
1,280
-12,659
| -91% | -$5.83M | 0.11% | 83 |
|
|
2024
Q4 | $6.77M | Sell |
13,939
-280
| -2% | -$153K | 0.97% | 25 |
|
|
2024
Q3 | $8.31M | Sell |
14,219
-27
| -0.2% | -$14.5K | 1.13% | 21 |
|
|
2024
Q2 | $6.65M | Sell |
14,246
-1,436
| -9% | -$664K | 0.97% | 25 |
|
|
2024
Q1 | $7.13M | Buy |
15,682
+275
| +2% | +$121K | 1.08% | 23 |
|
|
2023
Q4 | $6.98M | Sell |
15,407
-18
| -0.1% | -$7.97K | 1.58% | 21 |
|
|
2023
Q3 | $6.34M | Sell |
15,425
-84
| -0.5% | -$37.3K | 1.78% | 18 |
|
|
2023
Q2 | $7.14M | Sell |
15,509
-632
| -4% | -$293K | 1.82% | 20 |
|
|
2023
Q1 | $7.63M | Sell |
16,141
-1,062
| -6% | -$498K | 2.04% | 15 |
|
|
2022
Q4 | $8.37M | Sell |
17,203
-913
| -5% | -$424K | 2.26% | 13 |
|
|
2022
Q3 | $7M | Sell |
18,116
-69
| -0.4% | -$28.8K | 1.95% | 19 |
|
|
2022
Q2 | $7.82M | Sell |
18,185
-818
| -4% | -$359K | 2.17% | 16 |
|
|
2022
Q1 | $8.39M | Buy |
19,003
+643
| +4% | +$261K | 1.92% | 18 |
|
|
2021
Q4 | $6.53M | Buy |
18,360
+689
| +4% | +$238K | 1.48% | 30 |
|
|
2021
Q3 | $6.1M | Buy |
17,671
+1,092
| +7% | +$395K | 1.53% | 31 |
|
|
2021
Q2 | $6.27M | Buy |
16,579
+492
| +3% | +$189K | 1.65% | 25 |
|
|
2021
Q1 | $5.94M | Buy |
16,087
+1,579
| +11% | +$542K | 1.75% | 23 |
|
|
2020
Q4 | $5.15M | Sell |
14,508
-534
| -4% | -$196K | 1.64% | 26 |
|
|
2020
Q3 | $5.76M | Buy |
15,042
+897
| +6% | +$342K | 2.01% | 21 |
|
|
2020
Q2 | $5.16M | Buy |
14,145
+617
| +5% | +$233K | 2.13% | 18 |
|
|
2020
Q1 | $4.58M | Buy |
13,528
+635
| +5% | +$250K | 2.41% | 15 |
|
|
2019
Q4 | $5.02M | Buy |
12,893
+46
| +0.4% | +$17.7K | 2.24% | 20 |
|
|
2019
Q3 | $5.01M | Buy |
12,847
+300
| +2% | +$113K | 2.36% | 13 |
|
|
2019
Q2 | $4.56M | Buy |
12,547
+315
| +3% | +$105K | 2.25% | 16 |
|
|
2019
Q1 | $3.67M | Buy |
12,232
+960
| +9% | +$282K | 1.9% | 24 |
|
|
2018
Q4 | $2.95M | Buy |
11,272
+444
| +4% | +$135K | 1.84% | 24 |
|
|
2018
Q3 | $3.75M | Buy |
10,828
+358
| +3% | +$116K | 2.07% | 19 |
|
|
2018
Q2 | $3.09M | Buy |
10,470
+71
| +0.7% | +$22.9K | 1.97% | 22 |
|
|
2018
Q1 | $3.51M | Sell |
10,399
-289
| -3% | -$98.4K | 2.35% | 12 |
|
|
2017
Q4 | $3.43M | Sell |
10,688
-102
| -0.9% | -$32.2K | 2.23% | 15 |
|
|
2017
Q3 | $3.35M | Buy |
10,790
+39
| +0.4% | +$11.6K | 2.29% | 12 |
|
|
2017
Q2 | $2.98M | Buy |
10,751
+310
| +3% | +$85.2K | 2.17% | 12 |
|
|
2017
Q1 | $2.79M | Buy |
+10,441
| New | +$2.73M | 2.09% | 15 |
|
Other funds holding LMT
Security National Bank's LMT Position: Q3 2025 in Review
Security National Bank sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 520 shares — an estimated $241K sold.
Security National Bank first reported a position in LMT in Q1 2017 and held it in 34 quarters. The position peaked at $8.39M in Q1 2022. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.
- Security National Bank reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
- Security National Bank sold 520 Lockheed Martin shares in Q3 2025, an estimated $241K.
- Security National Bank first reported a position in Lockheed Martin in Q1 2017 and held it in 34 quarters.
- Security National Bank's Lockheed Martin position peaked at $8.39M in Q1 2022.
- 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.
Based on Security National Bank's 13F filing for Q3 2025, filed 20 Oct 2025.