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Westchester Capital Management (Nebraska)’s Lockheed Martin LMT Stock Holding History

Westchester Capital Management (Nebraska)’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 		$16.1M Sell
31,554
-637
-2% -$344K 2.89% 16
2026
Q1 		$19.5M Sell
32,191
-88
-0.3% -$54.2K 3.92% 14
2025
Q4 		$15.6M Buy
32,279
+137
+0.4% +$65.6K 3.23% 13
2025
Q3 		$16M Sell
32,142
-132
-0.4% -$59.9K 3.45% 12
2025
Q2 		$14.9M Buy
32,274
+255
+0.8% +$119K 3.52% 13
2025
Q1 		$14.3M Buy
32,019
+1,005
+3% +$463K 3.56% 14
2024
Q4 		$15.1M Sell
31,014
-693
-2% -$378K 3.79% 11
2024
Q3 		$18.5M Sell
31,707
-268
-0.8% -$144K 4.5% 9
2024
Q2 		$14.9M Buy
31,975
+112
+0.4% +$51.8K 3.77% 11
2024
Q1 		$14.5M Buy
31,863
+38
+0.1% +$16.7K 3.64% 13
2023
Q4 		$14.4M Buy
31,825
+9
+0% +$3.99K 3.88% 12
2023
Q3 		$13M Buy
31,816
+717
+2% +$318K 3.73% 15
2023
Q2 		$14.3M Sell
31,099
-299
-1% -$139K 3.99% 9
2023
Q1 		$14.8M Sell
31,398
-1,472
-4% -$690K 4.27% 8
2022
Q4 		$16M Sell
32,870
-777
-2% -$361K 4.71% 6
2022
Q3 		$13M Buy
33,647
+1,438
+4% +$600K 4.19% 8
2022
Q2 		$13.8M Sell
32,209
-63
-0.2% -$27.7K 4.23% 8
2022
Q1 		$14.2M Sell
32,272
-195
-0.6% -$79K 3.67% 11
2021
Q4 		$11.5M Sell
32,467
-602
-2% -$208K 2.95% 19
2021
Q3 		$11.4M Buy
33,069
+245
+0.7% +$88.7K 3.18% 18
2021
Q2 		$12.4M Buy
32,824
+386
+1% +$148K 3.48% 15
2021
Q1 		$12M Sell
32,438
-24
-0.1% -$8.23K 3.47% 17
2020
Q4 		$11.5M Buy
32,462
+611
+2% +$225K 3.64% 13
2020
Q3 		$12.2M Buy
31,851
+103
+0.3% +$39.3K 4.33% 5
2020
Q2 		$11.6M Buy
31,748
+852
+3% +$322K 4.37% 6
2020
Q1 		$10.5M Sell
30,896
-545
-2% -$214K 4.68% 5
2019
Q4 		$12.2M Buy
31,441
+137
+0.4% +$52.6K 4.27% 6
2019
Q3 		$12.2M Sell
31,304
-274
-0.9% -$103K 4.79% 5
2019
Q2 		$11.5M Buy
31,578
+470
+2% +$157K 4.5% 6
2019
Q1 		$9.34M Buy
31,108
+160
+0.5% +$46.9K 4% 11
2018
Q4 		$8.1M Sell
30,948
-310
-1% -$94.1K 3.77% 18
2018
Q3 		$10.8M Buy
31,258
+110
+0.4% +$35.5K 4.29% 7
2018
Q2 		$9.2M Sell
31,148
-236
-0.8% -$76.1K 3.91% 13
2018
Q1 		$10.6M Buy
31,384
+4
+0% +$1.36K 4.48% 8
2017
Q4 		$10.1M Sell
31,380
-65
-0.2% -$20.5K 4.15% 10
2017
Q3 		$9.76M Buy
31,445
+335
+1% +$100K 4.18% 9
2017
Q2 		$8.64M Buy
31,110
+870
+3% +$239K 3.94% 10
2017
Q1 		$8.09M Buy
+30,240
New +$7.92M 3.88% 13

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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

Westchester Capital Management (Nebraska)'s LMT Position: Q2 2026 in Review

Westchester Capital Management (Nebraska) reduced its Lockheed Martin (LMT) stake by 2% in Q2 2026, selling an estimated $344K and leaving 31,554 shares worth $16.1M. The position accounts for 2.89% of the portfolio, ranked #16.

Westchester Capital Management (Nebraska) first reported a position in LMT in Q1 2017 and has held it in 38 quarters since. The position peaked at $19.5M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Westchester Capital Management (Nebraska) held 31,554 shares of Lockheed Martin worth $16.1M as of Q2 2026.
  • Westchester Capital Management (Nebraska) sold 637 Lockheed Martin shares in Q2 2026, an estimated $344K.
  • Lockheed Martin made up 2.89% of Westchester Capital Management (Nebraska)'s portfolio in Q2 2026, its #16 holding.
  • Westchester Capital Management (Nebraska) first reported a position in Lockheed Martin in Q1 2017 and has held it in 38 quarters since.
  • Westchester Capital Management (Nebraska)'s Lockheed Martin position peaked at $19.5M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q2 2026, filed 23 Jul 2026.