Westside Investment Management’s Lockheed Martin LMT Stock Holding History

Westside Investment Management’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	$785K	Sell	1,541 -13	-0.8%	-$7.03K	0.1%	162
2026 Q1	$948K	Hold	1,554	–	–	0.15%	140
2025 Q4	$758K	Buy	1,554 +7	+0.5%	+$3.35K	0.12%	140
2025 Q3	$772K	Buy	1,547 +58	+4%	+$26.3K	0.12%	146
2025 Q2	$691K	Buy	1,489 +26	+2%	+$12.2K	0.13%	143
2025 Q1	$654K	Hold	1,463	–	–	0.14%	138
2024 Q4	$711K	Sell	1,463 -12	-0.8%	-$6.54K	0.15%	131
2024 Q3	$851K	Sell	1,475 -20	-1%	-$10.7K	0.18%	123
2024 Q2	$698K	Hold	1,495	–	–	0.16%	129
2024 Q1	$679K	Buy	1,495 +220	+17%	+$96.4K	0.16%	129
2023 Q4	$578K	Hold	1,275	–	–	0.15%	133
2023 Q3	$521K	Sell	1,275 -13	-1%	-$5.77K	0.15%	135
2023 Q2	$593K	Hold	1,288	–	–	0.17%	125
2023 Q1	$609K	Hold	1,288	–	–	0.18%	118
2022 Q4	$48.3K	Hold	1,288	–	–	0.12%	127
2022 Q3	$39.1K	Hold	1,288	–	–	0.09%	140
2022 Q2	$45.1K	Buy	1,288 +13	+1%	+$5.71K	0.1%	133
2022 Q1	$45.1K	Buy	1,275 +8	+0.6%	+$3.24K	0.1%	133
2021 Q4	$35.2K	Hold	1,267	–	–	0.08%	138
2021 Q3	$35.2K	Buy	1,267 +42	+3%	+$15.2K	0.08%	138
2021 Q2	$38.3K	Buy	1,225 +93	+8%	+$35.8K	0.09%	134
2021 Q1	$418	Buy	1,132 +35	+3%	+$12K	﹤0.01%	263
2020 Q4	$389	Sell	1,097 -10	-0.9%	-$3.68K	﹤0.01%	223
2020 Q3	$424	Hold	1,107	–	–	﹤0.01%	230
2020 Q2	$403	Hold	1,107	–	–	﹤0.01%	208
2020 Q1	$375	Buy	+1,107	New	+$435K	﹤0.01%	211
2019 Q2	$380	Buy	+1,046	New	+$350K	﹤0.01%	157
2018 Q4	$274K	Sell	1,046 -102	-9%	-$30.9K	0.1%	128
2018 Q3	$399K	Buy	1,148 +48	+4%	+$15.5K	0.13%	101
2018 Q2	$329K	Sell	1,100 -3	-0.3%	-$968	0.12%	120
2018 Q1	$367K	Buy	1,103 +50	+5%	+$17K	0.2%	107
2017 Q4	$346K	Buy	1,053 +13	+1%	+$4.1K	0.19%	114
2017 Q3	$330K	Hold	1,040	–	–	0.2%	104
2017 Q2	$297K	Hold	1,040	–	–	0.19%	101
2017 Q1	$278K	Buy	1,040 +950	+1,056%	+$249K	0.13%	107
2016 Q4	$23K	Buy	+90	New	+$22.5K	0.02%	261

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Westside Investment Management's LMT Position: Q2 2026 in Review

Westside Investment Management reduced its Lockheed Martin (LMT) stake by 0.84% in Q2 2026, selling an estimated $7.03K and leaving 1,541 shares worth $785K. The position accounts for 0.1% of the portfolio, ranked #162.

Westside Investment Management first reported a position in LMT in Q4 2016 and has held it in 36 quarters since. The position peaked at $948K in Q1 2026. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Westside Investment Management held 1,541 shares of Lockheed Martin worth $785K as of Q2 2026.
Westside Investment Management sold 13 Lockheed Martin shares in Q2 2026, an estimated $7.03K.
Lockheed Martin made up 0.1% of Westside Investment Management's portfolio in Q2 2026, its #162 holding.
Westside Investment Management first reported a position in Lockheed Martin in Q4 2016 and has held it in 36 quarters since.
Westside Investment Management's Lockheed Martin position peaked at $948K in Q1 2026.
1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.