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Texas Capital Bank Wealth Management Services’s Lockheed Martin LMT Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$560K Buy
926
+479
+107% +$295K 0.03% 199
2025
Q4 		$216K Sell
447
-43
-9% -$20.6K 0.01% 309
2025
Q3 		$245K Sell
490
-744
-60% -$338K 0.02% 227
2025
Q2 		$572K Sell
1,234
-17
-1% -$7.96K 0.05% 123
2025
Q1 		$559K Buy
1,251
+274
+28% +$126K 0.06% 120
2024
Q4 		$475K Buy
977
+3
+0.3% +$1.64K 0.05% 113
2024
Q3 		$569K Sell
974
-79
-8% -$42.4K 0.06% 110
2024
Q2 		$492K Buy
1,053
+95
+10% +$43.9K 0.05% 120
2024
Q1 		$436K Sell
958
-15,797
-94% -$6.92M 0.05% 122
2023
Q4 		$7.59M Sell
16,755
-541
-3% -$240K 0.9% 31
2023
Q3 		$7.07M Sell
17,296
-4,194
-20% -$1.86M 0.89% 32
2023
Q2 		$9.89M Sell
21,490
-277
-1% -$129K 1.06% 21
2023
Q1 		$10.3M Sell
21,767
-1,291
-6% -$605K 1.19% 15
2022
Q4 		$11.2M Sell
23,058
-1,533
-6% -$712K 1.37% 14
2022
Q3 		$9.5M Sell
24,591
-1,716
-7% -$717K 1.22% 18
2022
Q2 		$11.3M Sell
26,307
-5,835
-18% -$2.56M 1.31% 16
2022
Q1 		$14.2M Buy
32,142
+1,860
+6% +$754K 1.29% 17
2021
Q4 		$10.8M Sell
30,282
-69
-0.2% -$23.9K 0.93% 38
2021
Q3 		$10.5M Buy
30,351
+11,037
+57% +$3.99M 1.07% 35
2021
Q2 		$7.31M Buy
19,314
+1,967
+11% +$756K 0.91% 34
2021
Q1 		$6.41M Buy
17,347
+7,339
+73% +$2.52M 0.91% 29
2020
Q4 		$3.55M Buy
10,008
+2,021
+25% +$743K 0.52% 46
2020
Q3 		$3.06M Buy
7,987
+1,000
+14% +$382K 0.5% 46
2020
Q2 		$2.55M Buy
6,987
+1,899
+37% +$717K 0.57% 44
2020
Q1 		$1.73M Buy
5,088
+4,247
+505% +$1.67M 0.49% 38
2019
Q4 		$327K Buy
+841
New +$323K 0.07% 99

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

Texas Capital Bank Wealth Management Services's LMT Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its Lockheed Martin (LMT) stake by 107% in Q1 2026, buying an estimated $295K and bringing the position to 926 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #199.

Texas Capital Bank Wealth Management Services first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.2M in Q1 2022. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 926 shares of Lockheed Martin worth $560K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 479 Lockheed Martin shares in Q1 2026, an estimated $295K.
  • Lockheed Martin made up 0.03% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #199 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's Lockheed Martin position peaked at $14.2M in Q1 2022.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.