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Abacus Planning Group’s Lockheed Martin LMT Stock Holding History

Abacus Planning 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 		– Sell
-375
Closed -$227K – 273
2026
Q1 		$227K Buy
+375
New +$231K 0.03% 234
2022
Q3 		– Sell
-531
Closed -$228K – 192
2022
Q2 		$228K Buy
+531
New +$233K 0.07% 165

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
WG
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Abacus Planning Group's LMT Position: Q2 2026 in Review

Abacus Planning Group sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 375 shares — an estimated $227K sold.

Abacus Planning Group first reported a position in LMT in Q2 2022 and held it in 2 quarters. The position peaked at $228K in Q2 2022. 916 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Abacus Planning Group reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Abacus Planning Group sold 375 Lockheed Martin shares in Q2 2026, an estimated $227K.
  • Abacus Planning Group first reported a position in Lockheed Martin in Q2 2022 and held it in 2 quarters.
  • Abacus Planning Group's Lockheed Martin position peaked at $228K in Q2 2022.
  • 916 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.