WESPAC Advisors SoCal’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-405
| Closed | -$202K | – | 115 |
|
|
2025
Q3 | $202K | Sell |
405
-3,652
| -90% | -$1.66M | 0.04% | 105 |
|
|
2025
Q2 | $1.88M | Buy |
4,057
+252
| +7% | +$118K | 0.42% | 56 |
|
|
2025
Q1 | $1.7M | Buy |
3,805
+98
| +3% | +$45.1K | 0.44% | 53 |
|
|
2024
Q4 | $1.8M | Sell |
3,707
-49
| -1% | -$26.7K | 0.41% | 55 |
|
|
2024
Q3 | $2.2M | Buy |
3,756
+107
| +3% | +$57.4K | 0.51% | 46 |
|
|
2024
Q2 | $1.7M | Sell |
3,649
-101
| -3% | -$46.7K | 0.43% | 47 |
|
|
2024
Q1 | $1.71M | Sell |
3,750
-695
| -16% | -$305K | 0.45% | 46 |
|
|
2023
Q4 | $2.01M | Buy |
4,445
+36
| +0.8% | +$15.9K | 0.59% | 43 |
|
|
2023
Q3 | $1.8M | Buy |
4,409
+5
| +0.1% | +$2.22K | 0.61% | 42 |
|
|
2023
Q2 | $2.03M | Sell |
4,404
-127
| -3% | -$59K | 0.69% | 40 |
|
|
2023
Q1 | $2.14M | Buy |
4,531
+150
| +3% | +$70.3K | 0.74% | 40 |
|
|
2022
Q4 | $2.13M | Hold |
4,381
| – | – | 0.79% | 38 |
|
|
2022
Q3 | $2.13M | Buy |
4,381
+1,313
| +43% | +$548K | 0.89% | 33 |
|
|
2022
Q2 | $1.32M | Sell |
3,068
-125
| -4% | -$54.9K | 0.5% | 40 |
|
|
2022
Q1 | $1.41M | Sell |
3,193
-22
| -0.7% | -$8.92K | 0.43% | 44 |
|
|
2021
Q4 | $1.24M | Sell |
3,215
-40
| -1% | -$13.8K | 0.38% | 44 |
|
|
2021
Q3 | $1.13M | Sell |
3,255
-19,602
| -86% | -$7.09M | 0.37% | 49 |
|
|
2021
Q2 | $8.65M | Sell |
22,857
-813
| -3% | -$313K | 2.87% | 12 |
|
|
2021
Q1 | $8.75M | Buy |
23,670
+4,902
| +26% | +$1.68M | 3.43% | 10 |
|
|
2020
Q4 | $6.66M | Buy |
18,768
+1,636
| +10% | +$601K | 2.64% | 16 |
|
|
2020
Q3 | $6.61M | Sell |
17,132
-690
| -4% | -$263K | 3.15% | 13 |
|
|
2020
Q2 | $6.22M | Buy |
17,822
+677
| +4% | +$256K | 2.88% | 13 |
|
|
2020
Q1 | $6.88M | Buy |
17,145
+13,985
| +443% | +$5.5M | 3.81% | 8 |
|
|
2019
Q4 | $1.23M | Sell |
3,160
-198
| -6% | -$76K | 0.58% | 34 |
|
|
2019
Q3 | $1.31M | Sell |
3,358
-290
| -8% | -$109K | 0.65% | 32 |
|
|
2019
Q2 | $1.33M | Sell |
3,648
-105
| -3% | -$35.1K | 0.71% | 30 |
|
|
2019
Q1 | $1.13M | Sell |
3,753
-115
| -3% | -$33.7K | 0.62% | 30 |
|
|
2018
Q4 | $1.01M | Sell |
3,868
-34
| -0.9% | -$10.3K | 0.64% | 33 |
|
|
2018
Q3 | $1.35M | Buy |
3,902
+345
| +10% | +$111K | 0.68% | 34 |
|
|
2018
Q2 | $1.05M | Sell |
3,557
-90
| -2% | -$29K | 0.6% | 36 |
|
|
2018
Q1 | $1.23M | Buy |
3,647
+240
| +7% | +$81.7K | 0.71% | 34 |
|
|
2017
Q4 | $1.09M | Buy |
3,407
+1,287
| +61% | +$406K | 0.62% | 36 |
|
|
2017
Q3 | $657K | Sell |
2,120
-75
| -3% | -$22.4K | 0.39% | 40 |
|
|
2017
Q2 | $609K | Buy |
2,195
+25
| +1% | +$6.87K | 0.39% | 41 |
|
|
2017
Q1 | $581K | Sell |
2,170
-100
| -4% | -$26.2K | 0.36% | 44 |
|
|
2016
Q4 | $567K | Sell |
2,270
-60
| -3% | -$15K | 0.37% | 45 |
|
|
2016
Q3 | $559K | Buy |
2,330
+150
| +7% | +$37.5K | 0.38% | 47 |
|
|
2016
Q2 | $541K | Sell |
2,180
-100
| -4% | -$23.6K | 0.35% | 47 |
|
|
2016
Q1 | $505K | Buy |
2,280
+50
| +2% | +$10.8K | 0.37% | 45 |
|
|
2015
Q4 | $484K | Buy |
+2,230
| New | +$484K | 0.32% | 52 |
|
Other funds holding LMT
WESPAC Advisors SoCal's LMT Position: Q4 2025 in Review
WESPAC Advisors SoCal sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 405 shares — an estimated $202K sold.
WESPAC Advisors SoCal first reported a position in LMT in Q4 2015 and held it in 40 quarters. The position peaked at $8.75M in Q1 2021. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.
- WESPAC Advisors SoCal reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
- WESPAC Advisors SoCal sold 405 Lockheed Martin shares in Q4 2025, an estimated $202K.
- WESPAC Advisors SoCal first reported a position in Lockheed Martin in Q4 2015 and held it in 40 quarters.
- WESPAC Advisors SoCal's Lockheed Martin position peaked at $8.75M in Q1 2021.
- 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.
Based on WESPAC Advisors SoCal's 13F filing for Q4 2025, filed 7 Jan 2026.