OWIM
LMT icon

Old West Investment Management’s Lockheed Martin LMT Stock Holding History

Old West Investment Management’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 		$29.8M Sell
49,255
-4,410
-8% -$2.72M 3.23% 3
2025
Q4 		$26M Buy
53,665
+14,861
+38% +$7.11M 4.63% 3
2025
Q3 		$19.4M Buy
38,804
+10,326
+36% +$4.69M 4.44% 3
2025
Q2 		$13.2M Buy
28,478
+826
+3% +$387K 4.35% 7
2025
Q1 		$12.4M Buy
27,652
+422
+2% +$194K 4.46% 6
2024
Q4 		$13.2M Buy
27,230
+597
+2% +$325K 5.36% 3
2024
Q3 		$15.6M Buy
26,633
+1,643
+7% +$882K 6.02% 2
2024
Q2 		$11.7M Buy
24,990
+986
+4% +$456K 5.15% 7
2024
Q1 		$10.9M Sell
24,004
-367
-2% -$161K 5.52% 6
2023
Q4 		$11M Buy
24,371
+605
+3% +$268K 5.68% 6
2023
Q3 		$9.72M Sell
23,766
-459
-2% -$204K 4.91% 7
2023
Q2 		$11.2M Sell
24,225
-6,670
-22% -$3.1M 5.84% 6
2023
Q1 		$14.6M Buy
30,895
+276
+0.9% +$129K 7.86% 3
2022
Q4 		$14.9M Buy
30,619
+168
+0.6% +$78.1K 9.32% 3
2022
Q3 		$11.8M Buy
30,451
+2,021
+7% +$844K 8.33% 4
2022
Q2 		$12.2M Sell
28,430
-462
-2% -$203K 8.55% 3
2022
Q1 		$12.8M Sell
28,892
-203
-0.7% -$82.3K 6.86% 6
2021
Q4 		$10.3M Buy
29,095
+874
+3% +$302K 5.07% 6
2021
Q3 		$9.74M Sell
28,221
-14,922
-35% -$5.4M 2.54% 11
2021
Q2 		$16.3M Sell
43,143
-4,774
-10% -$1.84M 3.37% 9
2021
Q1 		$17.7M Buy
47,917
+47,067
+5,537% +$16.1M 3.7% 5
2020
Q4 		$301K Buy
+850
New +$312K 0.07% 50

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Old West Investment Management's LMT Position: Q1 2026 in Review

Old West Investment Management reduced its Lockheed Martin (LMT) stake by 8.2% in Q1 2026, selling an estimated $2.72M and leaving 49,255 shares worth $29.8M. The position accounts for 3.23% of the portfolio, ranked #3.

Old West Investment Management first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Old West Investment Management held 49,255 shares of Lockheed Martin worth $29.8M as of Q1 2026.
  • Old West Investment Management sold 4,410 Lockheed Martin shares in Q1 2026, an estimated $2.72M.
  • Lockheed Martin made up 3.23% of Old West Investment Management's portfolio in Q1 2026, its #3 holding.
  • Old West Investment Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Old West Investment Management's 13F filing for Q1 2026, filed 12 May 2026.