Hickory Point Bank & Trust LMT — LOCKHEED MARTIN CORP

Ownership history in Hickory Point Bank & Trust  ·  7 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported LOCKHEED MARTIN CORP (LMT) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.19% in 2024 Q4. The latest visible filing shows LMT at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in LOCKHEED MARTIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

LMT was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LMT stock page Hickory Point Bank & Trust fund profile Hickory Point Bank & Trust full holdings
How Hickory Point Bank & Trust held LMT — position size vs. price
% of Fund (quarterly)    LMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 433 — 0% 0.13% $221K 2026-10-01 $505.50
2026 Q2 UNCHANGED — — — 433 — 0% 0.13% $221K 2026-07-17 $505.64
2026 Q1 UNCHANGED — — — 433 — 0% 0.17% $262K 2026-04-03 $614.94
2025 Q4 UNCHANGED — — — 433 — 0% 0.15% $209K 2026-01-12 $541.43
2025 Q3 UNCHANGED — — — 433 — 0% 0.16% $216K 2025-10-06 $501.29
2025 Q2 UNCHANGED — — — 433 — 0% 0.16% $201K 2025-07-08 $448.08
2024 Q4 INITIATED — — — 433 — — 0.19% $210K 2025-02-05 $429.22

🏢 Other funds also holding LMT

As of 2026 Q3 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.1% Roxbury Financial LLC 1.25% GoalVest Advisory LLC 3Y 0.25% Coastline Trust Co 3Y 7Y 0.09% First Financial Bank - Trust Division 3Y 7Y 0.08% Marotta Asset Management 3Y 0.06% Montecito Bank & Trust 3Y 7Y 0.06% Global Wealth Strategies & Associates 3Y 0.05% Versant Capital Management, Inc 3Y 7Y 0.03% Sarver Vrooman Wealth Advisors 0.03%

FAQ About Hickory Point Bank & Trust and LMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning LMT?

Hickory Point Bank & Trust reported LMT across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported LMT position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for LMT was 0.19% in 2024 Q4.

What is the latest reported LMT position on this page?

The most recent filing on this page is 2026 Q3, when Hickory Point Bank & Trust reported 433 shares, equal to 0.13% of portfolio, with an estimated market value of $221K.

What does the chart on this LMT ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly LMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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