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Westend Capital Management’s Lockheed Martin LMT Stock Holding History

Westend Capital Management’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 		$8.15K Sell
16
-22
-58% -$11.9K ﹤0.01% 156
2026
Q1 		$23K Sell
38
-1
-3% -$616 0.01% 118
2025
Q4 		$18.9K Buy
39
+13
+50% +$6.22K 0.01% 124
2025
Q3 		$13K Hold
26
– – ﹤0.01% 122
2025
Q2 		$12K Hold
26
– – ﹤0.01% 122
2025
Q1 		$11.6K Hold
26
– – ﹤0.01% 112
2024
Q4 		$12.6K Hold
26
– – ﹤0.01% 105
2024
Q3 		$15.2K Buy
+26
New +$14K 0.01% 110
2016
Q2 		– Sell
-1,456
Closed -$323K – 71
2016
Q1 		$323K Sell
1,456
-25
-2% -$5.38K 0.44% 48
2015
Q4 		$322K Sell
1,481
-50
-3% -$10.8K 0.44% 44
2015
Q3 		$321K Hold
1,531
– – 0.41% 50
2015
Q2 		$294K Buy
1,531
+520
+51% +$100K 0.34% 55
2015
Q1 		$208K Sell
1,011
-1,170
-54% -$231K 0.25% 57
2014
Q4 		$420K Sell
2,181
-295
-12% -$54.8K 0.48% 39
2014
Q3 		$436K Buy
2,476
+81
+3% +$13.8K 0.48% 37
2014
Q2 		$390K Buy
2,395
+465
+24% +$75.6K 0.46% 42
2014
Q1 		$301K Hold
1,930
– – 0.36% 45
2013
Q4 		$287K Buy
+1,930
New +$262K 0.31% 45
2013
Q2 		$255K Buy
+2,355
New +$241K 0.26% 51

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Westend Capital Management's LMT Position: Q2 2026 in Review

Westend Capital Management reduced its Lockheed Martin (LMT) stake by 58% in Q2 2026, selling an estimated $11.9K and leaving 16 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Westend Capital Management first reported a position in LMT in Q2 2013 and has held it in 19 quarters since. The position peaked at $436K in Q3 2014. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Westend Capital Management held 16 shares of Lockheed Martin worth $8.15K as of Q2 2026.
  • Westend Capital Management sold 22 Lockheed Martin shares in Q2 2026, an estimated $11.9K.
  • Lockheed Martin made up ﹤0.01% of Westend Capital Management's portfolio in Q2 2026, its #156 holding.
  • Westend Capital Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 19 quarters since.
  • Westend Capital Management's Lockheed Martin position peaked at $436K in Q3 2014.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.