WFI
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West Family Investments’s Lockheed Martin LMT Stock Holding History

West Family Investments’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 		$503K Sell
833
-24
-3% -$14.8K 0.18% 107
2025
Q4 		$415K Sell
857
-174
-17% -$83.3K 0.1% 203
2025
Q3 		$515K Buy
1,031
+81
+9% +$36.8K 0.11% 170
2025
Q2 		$440K Sell
950
-214
-18% -$100K 0.11% 182
2025
Q1 		$520K Hold
1,164
– – 0.2% 103
2024
Q4 		$566K Sell
1,164
-11
-0.9% -$6K 0.2% 102
2024
Q3 		$687K Buy
1,175
+60
+5% +$32.2K 0.23% 84
2024
Q2 		$521K Buy
1,115
+6
+0.5% +$2.77K 0.16% 104
2024
Q1 		$504K Buy
1,109
+402
+57% +$176K 0.16% 110
2023
Q4 		$320K Sell
707
-51
-7% -$22.6K 0.11% 143
2023
Q3 		$310K Sell
758
-164
-18% -$72.8K 0.11% 153
2023
Q2 		$424K Buy
922
+319
+53% +$148K 0.17% 113
2023
Q1 		$285K Sell
603
-13
-2% -$6.1K 0.11% 137
2022
Q4 		$300K Buy
616
+17
+3% +$7.9K 0.1% 162
2022
Q3 		$231K Sell
599
-52
-8% -$21.7K 0.1% 187
2022
Q2 		$280K Buy
651
+52
+9% +$22.8K 0.11% 173
2022
Q1 		$264K Hold
599
– – 0.08% 215
2021
Q4 		$213K Buy
+599
New +$207K 0.06% 287
2021
Q3 		– Sell
-706
Closed -$267K – 369
2021
Q2 		$267K Buy
+706
New +$271K 0.07% 253

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

West Family Investments's LMT Position: Q1 2026 in Review

West Family Investments reduced its Lockheed Martin (LMT) stake by 2.8% in Q1 2026, selling an estimated $14.8K and leaving 833 shares worth $503K. The position accounts for 0.18% of the portfolio, ranked #107.

West Family Investments first reported a position in LMT in Q2 2021 and has held it in 19 quarters since. The position peaked at $687K in Q3 2024. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • West Family Investments held 833 shares of Lockheed Martin worth $503K as of Q1 2026.
  • West Family Investments sold 24 Lockheed Martin shares in Q1 2026, an estimated $14.8K.
  • Lockheed Martin made up 0.18% of West Family Investments's portfolio in Q1 2026, its #107 holding.
  • West Family Investments first reported a position in Lockheed Martin in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's Lockheed Martin position peaked at $687K in Q3 2024.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.