Asset Planning Inc’s Lockheed Martin LMT Stock Holding History

Asset Planning Inc’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	$974K	Buy	1,912 +101	+6%	+$54.6K	0.63%	36
2026 Q1	$1.09M	Buy	1,811 +115	+7%	+$70.8K	0.78%	27
2025 Q4	$820K	Buy	1,696 +1	+0.1%	+$479	0.58%	35
2025 Q3	$846K	Hold	1,695	–	–	0.61%	30
2025 Q2	$785K	Buy	1,695 +1	+0.1%	+$468	0.59%	31
2025 Q1	$757K	Sell	1,694 -74	-4%	-$34.1K	0.59%	33
2024 Q4	$859K	Buy	+1,768	New	+$964K	0.65%	32

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Asset Planning Inc's LMT Position: Q2 2026 in Review

Asset Planning Inc increased its Lockheed Martin (LMT) stake by 5.6% in Q2 2026, buying an estimated $54.6K and bringing the position to 1,912 shares worth $974K. The position accounts for 0.63% of the portfolio, ranked #36.

Asset Planning Inc first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2026. 1,014 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Asset Planning Inc held 1,912 shares of Lockheed Martin worth $974K as of Q2 2026.
Asset Planning Inc bought 101 Lockheed Martin shares in Q2 2026, an estimated $54.6K.
Lockheed Martin made up 0.63% of Asset Planning Inc's portfolio in Q2 2026, its #36 holding.
Asset Planning Inc first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's Lockheed Martin position peaked at $1.09M in Q1 2026.
1,014 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.