WhitTier Trust Company’s Lockheed Martin LMT Stock Holding History

WhitTier Trust Company’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	$3.89M	Buy	6,105 +119	+2%	+$73.3K	0.08%	176
2025 Q4	$3.12M	Buy	5,986 +2,545	+74%	+$1.22M	0.06%	196
2025 Q3	$1.74M	Sell	3,441 -179	-5%	-$81.2K	0.04%	240
2025 Q2	$1.68M	Buy	3,620 +8	+0.2%	+$3.75K	0.04%	256
2025 Q1	$1.61M	Sell	3,612 -68	-2%	-$31.3K	0.04%	252
2024 Q4	$1.79M	Sell	3,680 -42	-1%	-$22.9K	0.04%	241
2024 Q3	$2.18M	Buy	3,722 +687	+23%	+$369K	0.06%	225
2024 Q2	$1.42M	Sell	3,035 -149	-5%	-$68.9K	0.04%	249
2024 Q1	$1.45M	Buy	3,184 +7	+0.2%	+$3.07K	0.04%	246
2023 Q4	$1.44M	Buy	3,177 +78	+3%	+$34.6K	0.05%	248
2023 Q3	$1.27M	Sell	3,099 -7	-0.2%	-$3.1K	0.04%	254
2023 Q2	$1.43M	Sell	3,106 -3	-0.1%	-$1.39K	0.05%	251
2023 Q1	$1.47M	Sell	3,109 -234	-7%	-$110K	0.05%	239
2022 Q4	$1.63M	Sell	3,343 -20	-0.6%	-$9.29K	0.06%	229
2022 Q3	$1.3M	Buy	3,363 +7	+0.2%	+$2.92K	0.06%	246
2022 Q2	$1.44M	Buy	3,356 +304	+10%	+$133K	0.06%	234
2022 Q1	$1.35M	Buy	3,052 +181	+6%	+$73.4K	0.05%	250
2021 Q4	$1.02M	Sell	2,871 -212	-7%	-$73.3K	0.04%	275
2021 Q3	$1.06M	Buy	3,083 +2	+0.1%	+$724	0.04%	261
2021 Q2	$1.17M	Buy	3,081 +1	+0%	+$384	0.05%	249
2021 Q1	$1.14M	Sell	3,080 -35	-1%	-$12K	0.05%	245
2020 Q4	$1.11M	Sell	3,115 -39	-1%	-$14.3K	0.06%	230
2020 Q3	$1.21M	Sell	3,154 -94	-3%	-$35.9K	0.07%	200
2020 Q2	$1.19M	Sell	3,248 -95	-3%	-$35.9K	0.07%	196
2020 Q1	$1.13M	Buy	3,343 +168	+5%	+$66.1K	0.09%	182
2019 Q4	$1.24M	Buy	3,175 +273	+9%	+$105K	0.08%	194
2019 Q3	$1.13M	Buy	2,902 +130	+5%	+$48.9K	0.08%	195
2019 Q2	$1.01M	Buy	2,772 +3	+0.1%	+$1K	0.07%	196
2019 Q1	$831K	Sell	2,769 -69	-2%	-$20.2K	0.06%	212
2018 Q4	$743K	Buy	2,838 +175	+7%	+$53.1K	0.06%	209
2018 Q3	$921K	Sell	2,663 -463	-15%	-$149K	0.07%	192
2018 Q2	$924K	Buy	3,126 +32	+1%	+$10.3K	0.07%	192
2018 Q1	$1.04M	Sell	3,094 -776	-20%	-$264K	0.09%	186
2017 Q4	$1.24M	Hold	3,870	–	–	0.11%	174
2017 Q3	$1.2M	Buy	3,870 +12	+0.3%	+$3.58K	0.11%	168
2017 Q2	$1.07M	Sell	3,858 -686	-15%	-$188K	0.1%	178
2017 Q1	$1.22M	Buy	4,544 +2,675	+143%	+$701K	0.12%	162
2016 Q4	$467K	Sell	1,869 -22	-1%	-$5.5K	0.05%	240
2016 Q3	$454K	Sell	1,891 -124	-6%	-$31K	0.05%	243
2016 Q2	$500K	Buy	2,015 +86	+4%	+$20.3K	0.06%	240
2016 Q1	$427K	Buy	1,929 +220	+13%	+$47.3K	0.05%	246
2015 Q4	$371K	Sell	1,709 -245	-13%	-$53.2K	0.04%	267
2015 Q3	$405K	Buy	1,954 +771	+65%	+$157K	0.05%	256
2015 Q2	$220K	Buy	1,183 +533	+82%	+$103K	0.02%	345
2015 Q1	$132K	Sell	650 -125	-16%	-$24.7K	0.01%	407
2014 Q4	$149K	Sell	775 -25	-3%	-$4.64K	0.02%	386
2014 Q3	$146K	Hold	800	–	–	0.02%	383
2014 Q2	$128K	Hold	800	–	–	0.01%	406
2014 Q1	$131K	Hold	800	–	–	0.02%	399
2013 Q4	$119K	Hold	800	–	–	0.01%	404
2013 Q3	$102K	Hold	800	–	–	0.01%	410
2013 Q2	$87K	Buy	+800	New	+$81.7K	0.01%	426

Other funds holding LMT

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WhitTier Trust Company's LMT Position: Q1 2026 in Review

WhitTier Trust Company increased its Lockheed Martin (LMT) stake by 2% in Q1 2026, buying an estimated $73.3K and bringing the position to 6,105 shares worth $3.89M. The position accounts for 0.08% of the portfolio, ranked #176.

WhitTier Trust Company first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

WhitTier Trust Company held 6,105 shares of Lockheed Martin worth $3.89M as of Q1 2026.
WhitTier Trust Company bought 119 Lockheed Martin shares in Q1 2026, an estimated $73.3K.
Lockheed Martin made up 0.08% of WhitTier Trust Company's portfolio in Q1 2026, its #176 holding.
WhitTier Trust Company first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.