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Westwood Holdings Group’s Lockheed Martin LMT Stock Holding History

Westwood Holdings Group’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 		$12.4M Buy
24,263
+684
+3% +$370K 0.09% 236
2026
Q1 		$14.3M Sell
23,579
-1,439
-6% -$886K 0.1% 219
2025
Q4 		$12.1M Buy
+25,018
New +$12M 0.1% 227
2025
Q1 		– Sell
-443
Closed -$215K – 490
2024
Q4 		$215K Buy
443
+1
+0.2% +$545 ﹤0.01% 474
2024
Q3 		$258K Buy
+442
New +$237K ﹤0.01% 452
2024
Q1 		– Sell
-22,067
Closed -$10M – 484
2023
Q4 		$10M Buy
22,067
+8,053
+57% +$3.57M 0.08% 201
2023
Q3 		$5.73M Sell
14,014
-535
-4% -$237K 0.05% 237
2023
Q2 		$6.7M Sell
14,549
-5,200
-26% -$2.41M 0.06% 223
2023
Q1 		$9.34M Buy
19,749
+367
+2% +$172K 0.08% 207
2022
Q4 		$9.43M Sell
19,382
-1,287
-6% -$598K 0.08% 204
2022
Q3 		$7.98M Sell
20,669
-5,974
-22% -$2.49M 0.09% 188
2022
Q2 		$11.5M Sell
26,643
-3,904
-13% -$1.71M 0.12% 181
2022
Q1 		$13.5M Buy
+30,547
New +$12.4M 0.12% 177
2018
Q1 		– Sell
-3,130
Closed -$1M – 431
2017
Q4 		$1M Sell
3,130
-2,365
-43% -$746K 0.01% 315
2017
Q3 		$1.71M Hold
5,495
– – 0.01% 279
2017
Q2 		$1.52M Sell
5,495
-30
-0.5% -$8.24K 0.01% 290
2017
Q1 		$1.48M Sell
5,525
-13,970
-72% -$3.66M 0.01% 286
2016
Q4 		$4.87M Buy
19,495
+670
+4% +$167K 0.04% 258
2016
Q3 		$4.51M Buy
18,825
+6,200
+49% +$1.55M 0.04% 251
2016
Q2 		$3.13M Sell
12,625
-25
-0.2% -$5.89K 0.03% 265
2016
Q1 		$2.8M Hold
12,650
– – 0.02% 264
2015
Q4 		$2.75M Sell
12,650
-11,450
-48% -$2.48M 0.02% 262
2015
Q3 		$5M Buy
24,100
+8,600
+55% +$1.75M 0.04% 229
2015
Q2 		$2.88M Sell
15,500
-2,500
-14% -$481K 0.02% 275
2015
Q1 		$3.65M Buy
18,000
+13,700
+319% +$2.7M 0.03% 248
2014
Q4 		$828K Buy
+4,300
New +$798K 0.01% 302

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

Westwood Holdings Group's LMT Position: Q2 2026 in Review

Westwood Holdings Group increased its Lockheed Martin (LMT) stake by 2.9% in Q2 2026, buying an estimated $370K and bringing the position to 24,263 shares worth $12.4M. The position accounts for 0.09% of the portfolio, ranked #236.

Westwood Holdings Group first reported a position in LMT in Q4 2014 and has held it in 26 quarters since. The position peaked at $14.3M in Q1 2026. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Westwood Holdings Group held 24,263 shares of Lockheed Martin worth $12.4M as of Q2 2026.
  • Westwood Holdings Group bought 684 Lockheed Martin shares in Q2 2026, an estimated $370K.
  • Lockheed Martin made up 0.09% of Westwood Holdings Group's portfolio in Q2 2026, its #236 holding.
  • Westwood Holdings Group first reported a position in Lockheed Martin in Q4 2014 and has held it in 26 quarters since.
  • Westwood Holdings Group's Lockheed Martin position peaked at $14.3M in Q1 2026.
  • 2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.