Umpqua Bank’s Lockheed Martin LMT Stock Holding History

Umpqua Bank’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	$870K	Buy	1,707 +2	+0.1%	+$1.08K	0.2%	94
2026 Q1	$1.03M	Sell	1,705 -12	-0.7%	-$7.39K	0.29%	81
2025 Q4	$830K	Sell	1,717 -13	-0.8%	-$6.22K	0.23%	91
2025 Q3	$864K	Sell	1,730 -1	-0.1%	-$454	0.24%	89
2025 Q2	$801K	Buy	1,731 +103	+6%	+$48.2K	0.24%	87
2025 Q1	$727K	Buy	1,628 +44	+3%	+$20.3K	0.25%	89
2024 Q4	$767K	Sell	1,584 -153	-9%	-$83.4K	0.27%	87
2024 Q3	$1.02M	Buy	1,737 +14	+0.8%	+$7.52K	0.37%	73
2024 Q2	$805K	Sell	1,723 -6	-0.3%	-$2.77K	0.31%	76
2024 Q1	$786K	Buy	+1,729	New	+$758K	0.32%	77

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

Umpqua Bank's LMT Position: Q2 2026 in Review

Umpqua Bank increased its Lockheed Martin (LMT) stake by 0.12% in Q2 2026, buying an estimated $1.08K and bringing the position to 1,707 shares worth $870K. The position accounts for 0.2% of the portfolio, ranked #94.

Umpqua Bank first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q1 2026. 1,193 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Umpqua Bank held 1,707 shares of Lockheed Martin worth $870K as of Q2 2026.
Umpqua Bank bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
Lockheed Martin made up 0.2% of Umpqua Bank's portfolio in Q2 2026, its #94 holding.
Umpqua Bank first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
Umpqua Bank's Lockheed Martin position peaked at $1.03M in Q1 2026.
1,193 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.