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 Q2	$2.79M	Sell	5,478 -76	-1%	-$41.1K	0.09%	234
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	Sell	4,355 -176	-4%	-$81K	0.13%	160
2024 Q4	$2.2M	Sell	4,531 -348	-7%	-$190K	0.12%	182
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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Western Wealth Management's LMT Position: Q2 2026 in Review

Western Wealth Management reduced its Lockheed Martin (LMT) stake by 1.4% in Q2 2026, selling an estimated $41.1K and leaving 5,478 shares worth $2.79M. The position accounts for 0.09% of the portfolio, ranked #234.

Western Wealth Management first reported a position in LMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.36M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Western Wealth Management held 5,478 shares of Lockheed Martin worth $2.79M as of Q2 2026.
Western Wealth Management sold 76 Lockheed Martin shares in Q2 2026, an estimated $41.1K.
Lockheed Martin made up 0.09% of Western Wealth Management's portfolio in Q2 2026, its #234 holding.
Western Wealth Management first reported a position in Lockheed Martin in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's Lockheed Martin position peaked at $3.36M in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.