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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westshore Wealth's LMT Position: Q1 2026 in Review

Westshore Wealth opened a new position in Lockheed Martin (LMT) in Q1 2026: 365 shares worth $220K. The stake represents 0.08% of the portfolio and ranks #93 among its holdings. This is a return to the name: Westshore Wealth previously reported a position in LMT as recently as Q4 2024.

Westshore Wealth first reported a position in LMT in Q1 2021 and has held it in 10 quarters since. The position peaked at $448K in Q2 2021. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Westshore Wealth held 365 shares of Lockheed Martin worth $220K as of Q1 2026.
Lockheed Martin was a new Westshore Wealth position in Q1 2026.
Lockheed Martin made up 0.08% of Westshore Wealth's portfolio in Q1 2026, its #93 holding.
Westshore Wealth first reported a position in Lockheed Martin in Q1 2021 and has held it in 10 quarters since.
Westshore Wealth's Lockheed Martin position peaked at $448K in Q2 2021.
2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.