WWG
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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

West Wealth Group's LMT Position: Q2 2026 in Review

West Wealth Group increased its Lockheed Martin (LMT) stake by 1.2% in Q2 2026, buying an estimated $5.41K and bringing the position to 849 shares worth $433K. The position accounts for 0.07% of the portfolio, ranked #94.

West Wealth Group first reported a position in LMT in Q2 2022 and has held it in 16 quarters since. The position peaked at $507K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • West Wealth Group held 849 shares of Lockheed Martin worth $433K as of Q2 2026.
  • West Wealth Group bought 10 Lockheed Martin shares in Q2 2026, an estimated $5.41K.
  • Lockheed Martin made up 0.07% of West Wealth Group's portfolio in Q2 2026, its #94 holding.
  • West Wealth Group first reported a position in Lockheed Martin in Q2 2022 and has held it in 16 quarters since.
  • West Wealth Group's Lockheed Martin position peaked at $507K in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.