Union Savings Bank’s Lockheed Martin LMT Stock Holding History

Union Savings 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	$717K	Sell	1,407 -145	-9%	-$78.4K	0.29%	63
2026 Q1	$938K	Sell	1,552 -195	-11%	-$120K	0.41%	47
2025 Q4	$845K	Buy	+1,747	New	+$836K	0.37%	56
2025 Q2	$758K	Sell	1,801 -26	-1%	-$12.2K	0.35%	57
2025 Q1	$816K	Sell	1,827 -150	-8%	-$69K	0.4%	55
2024 Q4	$961K	Sell	1,977 -268	-12%	-$146K	0.47%	46
2024 Q3	$1.31M	Sell	2,245 -30	-1%	-$16.1K	0.64%	32
2024 Q2	$1.06M	Sell	2,275 -63	-3%	-$29.1K	0.56%	39
2024 Q1	$1.06M	Buy	2,338 +301	+15%	+$132K	0.56%	39
2023 Q4	$923K	Sell	2,037 -195	-9%	-$86.4K	0.52%	47
2023 Q3	$913K	Buy	2,232 +31	+1%	+$13.8K	0.57%	44
2023 Q2	$982K	Buy	+2,201	New	+$1.02M	0.59%	45

Other funds holding LMT

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 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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Union Savings Bank's LMT Position: Q2 2026 in Review

Union Savings Bank reduced its Lockheed Martin (LMT) stake by 9.3% in Q2 2026, selling an estimated $78.4K and leaving 1,407 shares worth $717K. The position accounts for 0.29% of the portfolio, ranked #63.

Union Savings Bank first reported a position in LMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q3 2024. 1,060 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Union Savings Bank held 1,407 shares of Lockheed Martin worth $717K as of Q2 2026.
Union Savings Bank sold 145 Lockheed Martin shares in Q2 2026, an estimated $78.4K.
Lockheed Martin made up 0.29% of Union Savings Bank's portfolio in Q2 2026, its #63 holding.
Union Savings Bank first reported a position in Lockheed Martin in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Lockheed Martin position peaked at $1.31M in Q3 2024.
1,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.