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WPG Advisers’s Lockheed Martin LMT Stock Holding History

WPG Advisers’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 		$184K Sell
305
-198
-39% -$122K 0.14% 88
2025
Q4 		$243K Sell
503
-16
-3% -$7.66K 0.18% 70
2025
Q3 		$259K Sell
519
-45
-8% -$20.4K 0.2% 61
2025
Q2 		$261K Buy
564
+12
+2% +$5.62K 0.22% 61
2025
Q1 		$247K Sell
552
-88
-14% -$40.5K 0.23% 65
2024
Q4 		$311K Buy
+640
New +$349K 0.29% 59

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

WPG Advisers's LMT Position: Q1 2026 in Review

WPG Advisers reduced its Lockheed Martin (LMT) stake by 39% in Q1 2026, selling an estimated $122K and leaving 305 shares worth $184K. The position accounts for 0.14% of the portfolio, ranked #88.

WPG Advisers first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $311K in Q4 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • WPG Advisers held 305 shares of Lockheed Martin worth $184K as of Q1 2026.
  • WPG Advisers sold 198 Lockheed Martin shares in Q1 2026, an estimated $122K.
  • Lockheed Martin made up 0.14% of WPG Advisers's portfolio in Q1 2026, its #88 holding.
  • WPG Advisers first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's Lockheed Martin position peaked at $311K in Q4 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.