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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
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

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 Wealth Group's LMT Position: Q1 2026 in Review

West Wealth Group increased its Lockheed Martin (LMT) stake by 1.1% in Q1 2026, buying an estimated $5.54K and bringing the position to 839 shares worth $507K. The position accounts for 0.1% of the portfolio, ranked #77.

West Wealth Group first reported a position in LMT in Q2 2022 and has held it in 15 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • West Wealth Group held 839 shares of Lockheed Martin worth $507K as of Q1 2026.
  • West Wealth Group bought 9 Lockheed Martin shares in Q1 2026, an estimated $5.54K.
  • Lockheed Martin made up 0.1% of West Wealth Group's portfolio in Q1 2026, its #77 holding.
  • West Wealth Group first reported a position in Lockheed Martin in Q2 2022 and has held it in 15 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.