WCM
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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
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 $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

Westend Capital Management's LMT Position: Q1 2026 in Review

Westend Capital Management reduced its Lockheed Martin (LMT) stake by 2.6% in Q1 2026, selling an estimated $616 and leaving 38 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #118.

Westend Capital Management first reported a position in LMT in Q2 2013 and has held it in 18 quarters since. The position peaked at $436K in Q3 2014. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Westend Capital Management held 38 shares of Lockheed Martin worth $23K as of Q1 2026.
  • Westend Capital Management sold 1 Lockheed Martin share in Q1 2026, an estimated $616.
  • Lockheed Martin made up 0.01% of Westend Capital Management's portfolio in Q1 2026, its #118 holding.
  • Westend Capital Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 18 quarters since.
  • Westend Capital Management's Lockheed Martin position peaked at $436K in Q3 2014.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.