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West Paces Advisors’s Lockheed Martin LMT Stock Holding History

West Paces Advisors’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
Q2 		$230K Sell
451
-802
-64% -$434K 0.04% 151
2026
Q1 		$757K Sell
1,253
-125
-9% -$77K 0.15% 76
2025
Q4 		$667K Sell
1,378
-49
-3% -$23.4K 0.13% 81
2025
Q3 		$712K Hold
1,427
– – 0.14% 72
2025
Q2 		$661K Sell
1,427
-42
-3% -$19.7K 0.14% 73
2025
Q1 		$656K Sell
1,469
-74
-5% -$34.1K 0.15% 71
2024
Q4 		$750K Sell
1,543
-52
-3% -$28.3K 0.18% 63
2024
Q3 		$932K Sell
1,595
-70
-4% -$37.6K 0.23% 53
2024
Q2 		$778K Sell
1,665
-98
-6% -$45.3K 0.2% 59
2024
Q1 		$802K Sell
1,763
-109
-6% -$47.8K 0.21% 58
2023
Q4 		$848K Buy
1,872
+6
+0.3% +$2.66K 0.24% 51
2023
Q3 		$763K Buy
1,866
+4
+0.2% +$1.77K 0.24% 52
2023
Q2 		$857K Buy
1,862
+64
+4% +$29.7K 0.25% 50
2023
Q1 		$850K Buy
1,798
+78
+5% +$36.6K 0.26% 51
2022
Q4 		$837K Sell
1,720
-47
-3% -$21.8K 0.27% 52
2022
Q3 		$682K Buy
1,767
+5
+0.3% +$2.09K 0.24% 61
2022
Q2 		$757K Sell
1,762
-46
-3% -$20.2K 0.26% 56
2022
Q1 		$798K Sell
1,808
-222
-11% -$90K 0.25% 63
2021
Q4 		$721K Buy
2,030
+50
+3% +$17.3K 0.23% 64
2021
Q3 		$683K Sell
1,980
-146
-7% -$52.8K 0.24% 65
2021
Q2 		$804K Sell
2,126
-573
-21% -$220K 0.3% 56
2021
Q1 		$997K Buy
2,699
+79
+3% +$27.1K 0.4% 43
2020
Q4 		$930K Sell
2,620
-83
-3% -$30.5K 0.41% 44
2020
Q3 		$1.04M Sell
2,703
-93
-3% -$35.5K 0.53% 35
2020
Q2 		$1.02M Buy
2,796
+28
+1% +$10.6K 0.55% 35
2020
Q1 		$938K Sell
2,768
-255
-8% -$100K 0.6% 34
2019
Q4 		$1.18M Sell
3,023
-117
-4% -$44.9K 0.64% 30
2019
Q3 		$1.22M Sell
3,140
-70
-2% -$26.3K 0.73% 27
2019
Q2 		$1.17M Buy
3,210
+39
+1% +$13K 0.73% 27
2019
Q1 		$952K Sell
3,171
-17
-0.5% -$4.99K 0.67% 33
2018
Q4 		$835K Sell
3,188
-14
-0.4% -$4.25K 0.64% 38
2018
Q3 		$1.11M Sell
3,202
-110
-3% -$35.5K 0.8% 24
2018
Q2 		$978K Buy
3,312
+41
+1% +$13.2K 0.73% 25
2018
Q1 		$1.11M Sell
3,271
-81
-2% -$27.6K 0.82% 24
2017
Q4 		$1.08M Buy
3,352
+28
+0.8% +$8.83K 0.8% 24
2017
Q3 		$1.03M Buy
3,324
+104
+3% +$31K 0.78% 25
2017
Q2 		$894K Buy
3,220
+94
+3% +$25.8K 0.71% 30
2017
Q1 		$836K Buy
3,126
+406
+15% +$106K 0.67% 35
2016
Q4 		$680K Buy
+2,720
New +$680K 0.63% 38

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

West Paces Advisors's LMT Position: Q2 2026 in Review

West Paces Advisors reduced its Lockheed Martin (LMT) stake by 64% in Q2 2026, selling an estimated $434K and leaving 451 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #151.

West Paces Advisors first reported a position in LMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.22M in Q3 2019. 729 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • West Paces Advisors held 451 shares of Lockheed Martin worth $230K as of Q2 2026.
  • West Paces Advisors sold 802 Lockheed Martin shares in Q2 2026, an estimated $434K.
  • Lockheed Martin made up 0.04% of West Paces Advisors's portfolio in Q2 2026, its #151 holding.
  • West Paces Advisors first reported a position in Lockheed Martin in Q4 2016 and has held it in 39 quarters since.
  • West Paces Advisors's Lockheed Martin position peaked at $1.22M in Q3 2019.
  • 729 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.