WWM
LMT icon

Western Wealth Management’s Lockheed Martin LMT Stock Holding History

Western Wealth 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 		$3.36M Buy
5,554
+1,175
+27% +$724K 0.13% 170
2025
Q4 		$2.12M Buy
4,379
+42
+1% +$20.1K 0.1% 209
2025
Q3 		$2.16M Sell
4,337
-3
-0.1% -$1.36K 0.11% 171
2025
Q2 		$2.01M Sell
4,340
-15
-0.3% -$7.02K 0.12% 165
2025
Q1 		$1.95M Buy
4,355
+750
+21% +$345K 0.13% 160
2024
Q4 		$1.75M Sell
3,605
-1,274
-26% -$694K 0.11% 169
2024
Q3 		$2.85M Buy
4,879
+1,125
+30% +$604K 0.16% 127
2024
Q2 		$1.75M Buy
3,754
+691
+23% +$319K 0.13% 141
2024
Q1 		$1.39M Sell
3,063
-1,405
-31% -$616K 0.11% 178
2023
Q4 		$2.02M Sell
4,468
-425
-9% -$188K 0.15% 148
2023
Q3 		$2M Buy
4,893
+208
+4% +$92.3K 0.17% 127
2023
Q2 		$2.16M Buy
4,685
+52
+1% +$24.1K 0.18% 118
2023
Q1 		$2.19M Buy
4,633
+154
+3% +$72.2K 0.2% 113
2022
Q4 		$2.18M Sell
4,479
-3,061
-41% -$1.42M 0.22% 112
2022
Q3 		$2.95M Buy
7,540
+1,286
+21% +$537K 0.17% 135
2022
Q2 		$2.68M Buy
6,254
+64
+1% +$28.1K 0.15% 147
2022
Q1 		$2.73M Buy
6,190
+3,908
+171% +$1.58M 0.13% 159
2021
Q4 		$812K Buy
+2,282
New +$789K 0.08% 233
2021
Q2 		$1.36M Buy
3,588
+1,116
+45% +$429K 0.14% 160
2021
Q1 		$913K Sell
2,472
-1,015
-29% -$348K 0.12% 177
2020
Q4 		$1.24M Sell
3,487
-1,104
-24% -$406K 0.18% 132
2020
Q3 		$1.76M Sell
4,591
-199
-4% -$75.9K 0.29% 85
2020
Q2 		$1.75M Buy
4,790
+411
+9% +$155K 0.32% 75
2020
Q1 		$1.48M Buy
4,379
+984
+29% +$387K 0.34% 72
2019
Q4 		$1.32M Sell
3,395
-670
-16% -$257K 0.2% 116
2019
Q3 		$1.59M Buy
4,065
+267
+7% +$100K 0.33% 73
2019
Q2 		$1.38M Sell
3,798
-33
-0.9% -$11K 0.18% 108
2019
Q1 		$1.16M Buy
3,831
+130
+4% +$38.1K 0.26% 96
2018
Q4 		$964K Buy
+3,701
New +$1.12M 0.26% 94

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

Western Wealth Management's LMT Position: Q1 2026 in Review

Western Wealth Management increased its Lockheed Martin (LMT) stake by 27% in Q1 2026, buying an estimated $724K and bringing the position to 5,554 shares worth $3.36M. The position accounts for 0.13% of the portfolio, ranked #170.

Western Wealth Management first reported a position in LMT in Q4 2018 and has held it in 29 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Western Wealth Management held 5,554 shares of Lockheed Martin worth $3.36M as of Q1 2026.
  • Western Wealth Management bought 1,175 Lockheed Martin shares in Q1 2026, an estimated $724K.
  • Lockheed Martin made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Western Wealth Management first reported a position in Lockheed Martin in Q4 2018 and has held it in 29 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.