TCV Trust & Wealth Management’s Lockheed Martin LMT Stock Holding History

TCV Trust & Wealth Management’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	–	Sell	-550	Closed	-$332K	–	232
2026 Q1	$332K	Sell	550 -20	-4%	-$12.3K	0.03%	172
2025 Q4	$276K	Buy	570 +20	+4%	+$9.57K	0.02%	195
2025 Q3	$275K	Hold	550	–	–	0.02%	194
2025 Q2	$255K	Hold	550	–	–	0.02%	191
2025 Q1	$246K	Hold	550	–	–	0.02%	186
2024 Q4	$267K	Sell	550 -400	-42%	-$218K	0.02%	171
2024 Q3	$555K	Sell	950 -5	-0.5%	-$2.68K	0.05%	133
2024 Q2	$446K	Hold	955	–	–	0.04%	146
2024 Q1	$434K	Hold	955	–	–	0.04%	148
2023 Q4	$433K	Sell	955 -5	-0.5%	-$2.21K	0.04%	145
2023 Q3	$393K	Buy	+960	New	+$426K	0.04%	145
2023 Q2	–	Sell	-459	Closed	-$217K	–	193
2023 Q1	$217K	Buy	+459	New	+$215K	0.02%	182

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

TCV Trust & Wealth Management's LMT Position: Q2 2026 in Review

TCV Trust & Wealth Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 550 shares — an estimated $332K sold.

TCV Trust & Wealth Management first reported a position in LMT in Q1 2023 and held it in 12 quarters. The position peaked at $555K in Q3 2024. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

TCV Trust & Wealth Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
TCV Trust & Wealth Management sold 550 Lockheed Martin shares in Q2 2026, an estimated $332K.
TCV Trust & Wealth Management first reported a position in Lockheed Martin in Q1 2023 and held it in 12 quarters.
TCV Trust & Wealth Management's Lockheed Martin position peaked at $555K in Q3 2024.
1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.