Westover Capital Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-352
| Closed | -$213K | – | 248 |
|
|
2026
Q1 | $213K | Buy |
+352
| New | +$217K | 0.04% | 226 |
|
|
2025
Q3 | – | Sell |
-1,106
| Closed | -$512K | – | 231 |
|
|
2025
Q2 | $512K | Sell |
1,106
-22
| -2% | -$10.3K | 0.1% | 142 |
|
|
2025
Q1 | $504K | Buy |
1,128
+109
| +11% | +$50.2K | 0.11% | 140 |
|
|
2024
Q4 | $495K | Buy |
1,019
+45
| +5% | +$24.5K | 0.11% | 150 |
|
|
2024
Q3 | $569K | Sell |
974
-10
| -1% | -$5.37K | 0.11% | 134 |
|
|
2024
Q2 | $460K | Hold |
984
| – | – | 0.12% | 135 |
|
|
2024
Q1 | $448K | Buy |
984
+276
| +39% | +$121K | 0.13% | 121 |
|
|
2023
Q4 | $321K | Buy |
708
+64
| +10% | +$28.4K | 0.1% | 134 |
|
|
2023
Q3 | $263K | Sell |
644
-11
| -2% | -$4.88K | 0.1% | 148 |
|
|
2023
Q2 | $302K | Sell |
655
-64
| -9% | -$29.7K | 0.1% | 137 |
|
|
2023
Q1 | $340K | Hold |
719
| – | – | 0.13% | 121 |
|
|
2022
Q4 | $350K | Hold |
719
| – | – | 0.14% | 106 |
|
|
2022
Q3 | $278K | Hold |
719
| – | – | 0.11% | 128 |
|
|
2022
Q2 | $309K | Hold |
719
| – | – | 0.11% | 124 |
|
|
2022
Q1 | $317K | Buy |
+719
| New | +$291K | 0.1% | 135 |
|
|
2021
Q3 | – | Sell |
-669
| Closed | -$253K | – | 179 |
|
|
2021
Q2 | $253K | Buy |
+669
| New | +$257K | 0.08% | 157 |
|
|
2021
Q1 | – | Sell |
-3,734
| Closed | -$1.32M | – | 169 |
|
|
2020
Q4 | $1.32M | Sell |
3,734
-2,170
| -37% | -$798K | 0.48% | 59 |
|
|
2020
Q3 | $2.26M | Buy |
5,904
+218
| +4% | +$83.2K | 0.93% | 32 |
|
|
2020
Q2 | $2.08M | Sell |
5,686
-1
| -0% | -$378 | 0.97% | 35 |
|
|
2020
Q1 | $1.93M | Buy |
5,687
+1,599
| +39% | +$629K | 1.04% | 34 |
|
|
2019
Q4 | $1.59M | Buy |
4,088
+803
| +24% | +$308K | 0.71% | 44 |
|
|
2019
Q3 | $1.28M | Buy |
3,285
+515
| +19% | +$194K | 0.6% | 46 |
|
|
2019
Q2 | $1.01M | Buy |
+2,770
| New | +$927K | 0.5% | 53 |
|
|
2018
Q4 | – | Sell |
-681
| Closed | -$236K | – | 128 |
|
|
2018
Q3 | $236K | Buy |
+681
| New | +$220K | 0.12% | 108 |
|
|
2018
Q2 | – | Sell |
-1,609
| Closed | -$544K | – | 104 |
|
|
2018
Q1 | $544K | Buy |
+1,609
| New | +$548K | 0.3% | 74 |
|
Other funds holding LMT
Westover Capital Advisors's LMT Position: Q2 2026 in Review
Westover Capital Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 352 shares — an estimated $213K sold.
Westover Capital Advisors first reported a position in LMT in Q1 2018 and held it in 25 quarters. The position peaked at $2.26M in Q3 2020. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Westover Capital Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
- Westover Capital Advisors sold 352 Lockheed Martin shares in Q2 2026, an estimated $213K.
- Westover Capital Advisors first reported a position in Lockheed Martin in Q1 2018 and held it in 25 quarters.
- Westover Capital Advisors's Lockheed Martin position peaked at $2.26M in Q3 2020.
- 2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.