West Wealth Group
LMT icon

West Wealth Group’s Lockheed Martin LMT Stock Holding History

West Wealth Group’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
Q3 		$531K Buy
1,042
+193
+23% +$106K 0.08% 82
2026
Q2 		$433K Buy
849
+10
+1% +$5.41K 0.07% 94
2026
Q1 		$507K Buy
839
+9
+1% +$5.54K 0.1% 77
2025
Q4 		$402K Sell
830
-5
-0.6% -$2.39K 0.08% 77
2025
Q3 		$417K Sell
835
-11
-1% -$4.99K 0.09% 75
2025
Q2 		$368K Buy
846
+30
+4% +$14K 0.09% 71
2025
Q1 		$366K Sell
816
-39
-5% -$18K 0.11% 64
2024
Q4 		$416K Buy
855
+5
+0.6% +$2.73K 0.12% 55
2024
Q3 		$497K Buy
850
+4
+0.5% +$2.15K 0.16% 47
2024
Q2 		$395K Buy
846
+82
+11% +$37.9K 0.14% 55
2024
Q1 		$347K Sell
764
-15
-2% -$6.57K 0.13% 57
2023
Q4 		$353K Buy
779
+19
+3% +$8.42K 0.14% 58
2023
Q3 		$311K Buy
760
+1
+0.1% +$444 0.14% 54
2023
Q2 		$349K Buy
759
+5
+0.7% +$2.32K 0.15% 48
2023
Q1 		$357K Buy
754
+290
+63% +$136K 0.17% 42
2022
Q4 		$226K Buy
+464
New +$216K 0.11% 61
2022
Q3 		– Sell
-528
Closed -$227K – 64
2022
Q2 		$227K Buy
+528
New +$232K 0.11% 60

Other funds holding LMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

West Wealth Group's LMT Position: Q3 2026 in Review

West Wealth Group increased its Lockheed Martin (LMT) stake by 23% in Q3 2026, buying an estimated $106K and bringing the position to 1,042 shares worth $531K. The position accounts for 0.08% of the portfolio, ranked #82.

West Wealth Group first reported a position in LMT in Q2 2022 and has held it in 17 quarters since. 1,682 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • West Wealth Group held 1,042 shares of Lockheed Martin worth $531K as of Q3 2026.
  • West Wealth Group bought 193 Lockheed Martin shares in Q3 2026, an estimated $106K.
  • Lockheed Martin made up 0.08% of West Wealth Group's portfolio in Q3 2026, its #82 holding.
  • West Wealth Group first reported a position in Lockheed Martin in Q2 2022 and has held it in 17 quarters since.
  • 1,682 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.