WA
LMT icon

Westfuller Advisors’s Lockheed Martin LMT Stock Holding History

Westfuller Advisors’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 		$14.1K Sell
23
-4
-15% -$2.46K 0.01% 395
2025
Q4 		$13.1K Hold
27
– – 0.01% 429
2025
Q3 		$13.5K Buy
+27
New +$12.3K 0.01% 417

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

Westfuller Advisors's LMT Position: Q1 2026 in Review

Westfuller Advisors reduced its Lockheed Martin (LMT) stake by 15% in Q1 2026, selling an estimated $2.46K and leaving 23 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #395.

Westfuller Advisors first reported a position in LMT in Q3 2025 and has held it in 3 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Westfuller Advisors held 23 shares of Lockheed Martin worth $14.1K as of Q1 2026.
  • Westfuller Advisors sold 4 Lockheed Martin shares in Q1 2026, an estimated $2.46K.
  • Lockheed Martin made up 0.01% of Westfuller Advisors's portfolio in Q1 2026, its #395 holding.
  • Westfuller Advisors first reported a position in Lockheed Martin in Q3 2025 and has held it in 3 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.