West Branch Capital’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $379K | Sell |
744
-221
| -23% | -$119K | 0.09% | 63 |
|
|
2026
Q1 | $583K | Hold |
965
| – | – | 0.16% | 55 |
|
|
2025
Q4 | $467K | Sell |
965
-89
| -8% | -$42.6K | 0.12% | 59 |
|
|
2025
Q3 | $526K | Sell |
1,054
-26
| -2% | -$11.8K | 0.14% | 56 |
|
|
2025
Q2 | $500K | Sell |
1,080
-187
| -15% | -$87.5K | 0.15% | 52 |
|
|
2025
Q1 | $566K | Sell |
1,267
-752
| -37% | -$346K | 0.19% | 52 |
|
|
2024
Q4 | $981K | Buy |
2,019
+79
| +4% | +$43.1K | 0.31% | 47 |
|
|
2024
Q3 | $1.13M | Buy |
1,940
+2
| +0.1% | +$1.07K | 0.39% | 41 |
|
|
2024
Q2 | $905K | Sell |
1,938
-27
| -1% | -$12.5K | 0.34% | 40 |
|
|
2024
Q1 | $894K | Sell |
1,965
-5
| -0.3% | -$2.19K | 0.36% | 43 |
|
|
2023
Q4 | $893K | Buy |
1,970
+31
| +2% | +$13.7K | 0.42% | 42 |
|
|
2023
Q3 | $793K | Sell |
1,939
-25
| -1% | -$11.1K | 0.42% | 43 |
|
|
2023
Q2 | $904K | Hold |
1,964
| – | – | 0.45% | 41 |
|
|
2023
Q1 | $928K | Sell |
1,964
-49
| -2% | -$23K | 0.52% | 40 |
|
|
2022
Q4 | $980K | Hold |
2,013
| – | – | 0.61% | 38 |
|
|
2022
Q3 | $778K | Hold |
2,013
| – | – | 0.48% | 44 |
|
|
2022
Q2 | $865K | Buy |
2,013
+50
| +3% | +$22K | 0.5% | 44 |
|
|
2022
Q1 | $866K | Sell |
1,963
-49
| -2% | -$19.9K | 0.41% | 47 |
|
|
2021
Q4 | $715K | Sell |
2,012
-153
| -7% | -$52.9K | 0.3% | 51 |
|
|
2021
Q3 | $747K | Sell |
2,165
-19
| -0.9% | -$6.88K | 0.36% | 50 |
|
|
2021
Q2 | $826K | Buy |
2,184
+1
| +0% | +$384 | 0.41% | 50 |
|
|
2021
Q1 | $807K | Sell |
2,183
-181
| -8% | -$62.1K | 0.47% | 47 |
|
|
2020
Q4 | $839K | Sell |
2,364
-1,097
| -32% | -$403K | 0.5% | 45 |
|
|
2020
Q3 | $1.33M | Sell |
3,461
-674
| -16% | -$257K | 0.85% | 36 |
|
|
2020
Q2 | $1.51M | Sell |
4,135
-1,266
| -23% | -$478K | 1.06% | 30 |
|
|
2020
Q1 | $1.83M | Sell |
5,401
-533
| -9% | -$210K | 1.75% | 16 |
|
|
2019
Q4 | $2.31M | Sell |
5,934
-3,223
| -35% | -$1.24M | 1.61% | 18 |
|
|
2019
Q3 | $3.57M | Buy |
9,157
+702
| +8% | +$264K | 2.65% | 10 |
|
|
2019
Q2 | $3.07M | Buy |
8,455
+1,210
| +17% | +$405K | 2.54% | 9 |
|
|
2019
Q1 | $2.17M | Buy |
7,245
+2,528
| +54% | +$741K | 1.95% | 17 |
|
|
2018
Q4 | $1.24M | Sell |
4,717
-4,084
| -46% | -$1.24M | 1.3% | 24 |
|
|
2018
Q3 | $3.04M | Buy |
8,801
+180
| +2% | +$58.1K | 2.26% | 10 |
|
|
2018
Q2 | $2.55M | Buy |
8,621
+212
| +3% | +$68.4K | 2.01% | 14 |
|
|
2018
Q1 | $2.84M | Buy |
+8,409
| New | +$2.86M | 3.12% | 10 |
|
Other funds holding LMT
CF
CIM
WCM
West Branch Capital's LMT Position: Q2 2026 in Review
West Branch Capital reduced its Lockheed Martin (LMT) stake by 23% in Q2 2026, selling an estimated $119K and leaving 744 shares worth $379K. The position accounts for 0.09% of the portfolio, ranked #63.
West Branch Capital first reported a position in LMT in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.57M in Q3 2019. 1,280 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- West Branch Capital held 744 shares of Lockheed Martin worth $379K as of Q2 2026.
- West Branch Capital sold 221 Lockheed Martin shares in Q2 2026, an estimated $119K.
- Lockheed Martin made up 0.09% of West Branch Capital's portfolio in Q2 2026, its #63 holding.
- West Branch Capital first reported a position in Lockheed Martin in Q1 2018 and has held it in 34 quarters since.
- West Branch Capital's Lockheed Martin position peaked at $3.57M in Q3 2019.
- 1,280 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.