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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
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 $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

Westwood Holdings Group's LMT Position: Q1 2026 in Review

Westwood Holdings Group reduced its Lockheed Martin (LMT) stake by 5.8% in Q1 2026, selling an estimated $886K and leaving 23,579 shares worth $14.3M. The position accounts for 0.1% of the portfolio, ranked #219.

Westwood Holdings Group first reported a position in LMT in Q4 2014 and has held it in 25 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Westwood Holdings Group held 23,579 shares of Lockheed Martin worth $14.3M as of Q1 2026.
  • Westwood Holdings Group sold 1,439 Lockheed Martin shares in Q1 2026, an estimated $886K.
  • Lockheed Martin made up 0.1% of Westwood Holdings Group's portfolio in Q1 2026, its #219 holding.
  • Westwood Holdings Group first reported a position in Lockheed Martin in Q4 2014 and has held it in 25 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.