Texas Capital Bancshares’s Lockheed Martin LMT Stock Holding History

Texas Capital Bancshares’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
2025 Q3	$3K	Buy	+6	New	+$2.72K	﹤0.01%	178
2024 Q1	–	Sell	-1,933	Closed	-$876K	–	83
2023 Q4	$876K	Buy	1,933 +2	+0.1%	+$886	0.47%	29
2023 Q3	$790K	Sell	1,931 -33	-2%	-$14.6K	0.44%	36
2023 Q2	$904K	Buy	1,964 +33	+2%	+$15.3K	0.5%	31
2023 Q1	$913K	Hold	1,931	–	–	0.57%	26
2022 Q4	$939K	Hold	1,931	–	–	0.66%	26
2022 Q3	$746K	Hold	1,931	–	–	0.6%	28
2022 Q2	$831K	Hold	1,931	–	–	0.63%	29
2022 Q1	$853K	Buy	1,931 +168	+10%	+$68.1K	0.52%	34
2021 Q4	$627K	Hold	1,763	–	–	0.38%	44
2021 Q3	$608K	Hold	1,763	–	–	0.43%	40
2021 Q2	$667K	Buy	1,763 +5	+0.3%	+$1.92K	0.48%	39
2021 Q1	$650K	Buy	+1,758	New	+$603K	0.52%	35

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Texas Capital Bancshares's LMT Position: Q3 2025 in Review

Texas Capital Bancshares opened a new position in Lockheed Martin (LMT) in Q3 2025: 6 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: Texas Capital Bancshares previously reported a position in LMT as recently as Q4 2023.

Texas Capital Bancshares first reported a position in LMT in Q1 2021 and has held it in 13 quarters since. The position peaked at $939K in Q4 2022. 2,581 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Texas Capital Bancshares held 6 shares of Lockheed Martin worth $3K as of Q3 2025.
Lockheed Martin was a new Texas Capital Bancshares position in Q3 2025.
Lockheed Martin made up ﹤0.01% of Texas Capital Bancshares's portfolio in Q3 2025, its #178 holding.
Texas Capital Bancshares first reported a position in Lockheed Martin in Q1 2021 and has held it in 13 quarters since.
Texas Capital Bancshares's Lockheed Martin position peaked at $939K in Q4 2022.
2,581 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Texas Capital Bancshares's 13F filing for Q3 2025, filed 13 Nov 2025.