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Westshore Wealth’s Lockheed Martin LMT Stock Holding History

Westshore Wealth’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 		– Sell
-365
Closed -$220K – 109
2026
Q1 		$220K Buy
+365
New +$225K 0.08% 93
2025
Q1 		– Sell
-415
Closed -$202K – 99
2024
Q4 		$202K Sell
415
-9
-2% -$4.91K 0.08% 92
2024
Q3 		$248K Sell
424
-12
-3% -$6.44K 0.1% 78
2024
Q2 		$203K Buy
+436
New +$201K 0.08% 91
2024
Q1 		– Sell
-442
Closed -$200K – 104
2023
Q4 		$200K Buy
+442
New +$196K 0.09% 93
2023
Q3 		– Sell
-441
Closed -$203K – 104
2023
Q2 		$203K Sell
441
-22
-5% -$10.2K 0.1% 107
2023
Q1 		$219K Buy
463
+8
+2% +$3.75K 0.11% 98
2022
Q4 		$221K Buy
+455
New +$211K 0.13% 96
2021
Q3 		– Sell
-1,185
Closed -$448K – 113
2021
Q2 		$448K Sell
1,185
-3
-0.3% -$1.15K 0.23% 74
2021
Q1 		$439K Buy
+1,188
New +$408K 0.25% 71

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Westshore Wealth's LMT Position: Q2 2026 in Review

Westshore Wealth sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 365 shares — an estimated $220K sold.

Westshore Wealth first reported a position in LMT in Q1 2021 and held it in 10 quarters. The position peaked at $448K in Q2 2021. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Westshore Wealth reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Westshore Wealth sold 365 Lockheed Martin shares in Q2 2026, an estimated $220K.
  • Westshore Wealth first reported a position in Lockheed Martin in Q1 2021 and held it in 10 quarters.
  • Westshore Wealth's Lockheed Martin position peaked at $448K in Q2 2021.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.