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TrustBank’s Lockheed Martin LMT Stock Holding History

TrustBank’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 		$281K Sell
551
-10
-2% -$5.41K 0.1% 112
2026
Q1 		$339K Sell
561
-55
-9% -$33.9K 0.13% 90
2025
Q4 		$298K Buy
+616
New +$295K 0.12% 83

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

TrustBank's LMT Position: Q2 2026 in Review

TrustBank reduced its Lockheed Martin (LMT) stake by 1.8% in Q2 2026, selling an estimated $5.41K and leaving 551 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #112.

TrustBank first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $339K in Q1 2026. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • TrustBank held 551 shares of Lockheed Martin worth $281K as of Q2 2026.
  • TrustBank sold 10 Lockheed Martin shares in Q2 2026, an estimated $5.41K.
  • Lockheed Martin made up 0.1% of TrustBank's portfolio in Q2 2026, its #112 holding.
  • TrustBank first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • TrustBank's Lockheed Martin position peaked at $339K in Q1 2026.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on TrustBank's 13F filing for Q2 2026, filed 20 Jul 2026.