Westmount Partners’s Lockheed Martin LMT Stock Holding History

Westmount Partners’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	$654K	Buy	1,284 +8	+0.6%	+$4.33K	0.14%	118
2026 Q1	$771K	Buy	1,276 +21	+2%	+$12.9K	0.19%	99
2025 Q4	$607K	Hold	1,255	–	–	0.15%	114
2025 Q3	$626K	Sell	1,255 -16	-1%	-$7.26K	0.16%	114
2025 Q2	$589K	Buy	1,271 +5	+0.4%	+$2.34K	0.16%	113
2025 Q1	$565K	Sell	1,266 -279	-18%	-$128K	0.17%	116
2024 Q4	$751K	Hold	1,545	–	–	0.23%	85
2024 Q3	$903K	Sell	1,545 -2	-0.1%	-$1.07K	0.27%	77
2024 Q2	$722K	Hold	1,547	–	–	0.24%	86
2024 Q1	$703K	Buy	1,547 +1,002	+184%	+$439K	0.25%	86
2023 Q4	$247K	Buy	545 +11	+2%	+$4.87K	0.1%	161
2023 Q3	$219K	Hold	534	–	–	0.1%	170
2023 Q2	$246K	Sell	534 -1	-0.2%	-$464	0.11%	155
2023 Q1	$253K	Buy	535 +43	+9%	+$20.2K	0.12%	153
2022 Q4	$239K	Buy	+492	New	+$229K	0.12%	151

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Westmount Partners's LMT Position: Q2 2026 in Review

Westmount Partners increased its Lockheed Martin (LMT) stake by 0.63% in Q2 2026, buying an estimated $4.33K and bringing the position to 1,284 shares worth $654K. The position accounts for 0.14% of the portfolio, ranked #118.

Westmount Partners first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $903K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Westmount Partners held 1,284 shares of Lockheed Martin worth $654K as of Q2 2026.
Westmount Partners bought 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
Lockheed Martin made up 0.14% of Westmount Partners's portfolio in Q2 2026, its #118 holding.
Westmount Partners first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's Lockheed Martin position peaked at $903K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.