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Westwood Wealth Management’s Lockheed Martin LMT Stock Holding History

Westwood Wealth 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
Q1 		– Sell
-423
Closed -$205K – 84
2025
Q4 		$205K Buy
+423
New +$202K 0.15% 102

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 Wealth Management's LMT Position: Q1 2026 in Review

Westwood Wealth Management sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 423 shares — an estimated $205K sold.

Westwood Wealth Management first reported a position in LMT in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 2,914 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Westwood Wealth Management reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 423 Lockheed Martin shares in Q1 2026, an estimated $205K.
  • Westwood Wealth Management first reported a position in Lockheed Martin in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Lockheed Martin position peaked at $205K in Q4 2025.
  • 2,914 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.