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Westover Capital Advisors’s Lockheed Martin LMT Stock Holding History

Westover Capital 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 		$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

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

Westover Capital Advisors's LMT Position: Q1 2026 in Review

Westover Capital Advisors opened a new position in Lockheed Martin (LMT) in Q1 2026: 352 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #226 among its holdings. This is a return to the name: Westover Capital Advisors previously reported a position in LMT as recently as Q2 2025.

Westover Capital Advisors first reported a position in LMT in Q1 2018 and has held it in 25 quarters since. The position peaked at $2.26M in Q3 2020. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Westover Capital Advisors held 352 shares of Lockheed Martin worth $213K as of Q1 2026.
  • Lockheed Martin was a new Westover Capital Advisors position in Q1 2026.
  • Lockheed Martin made up 0.04% of Westover Capital Advisors's portfolio in Q1 2026, its #226 holding.
  • Westover Capital Advisors first reported a position in Lockheed Martin in Q1 2018 and has held it in 25 quarters since.
  • Westover Capital Advisors's Lockheed Martin position peaked at $2.26M in Q3 2020.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.