CPL
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Capital & Planning LLC’s Lockheed Martin LMT Stock Holding History

Capital & Planning LLC’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
-70
Closed -$42.3K – 103
2026
Q1 		$42.3K Buy
+70
New +$43.1K 0.03% 60
2025
Q1 		– Sell
-70
Closed -$34K – 114
2024
Q4 		$34K Buy
+70
New +$38.2K 0.02% 61

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital & Planning LLC's LMT Position: Q2 2026 in Review

Capital & Planning LLC sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 70 shares — an estimated $42.3K sold.

Capital & Planning LLC first reported a position in LMT in Q4 2024 and held it in 2 quarters. The position peaked at $42.3K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Capital & Planning LLC reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 70 Lockheed Martin shares in Q2 2026, an estimated $42.3K.
  • Capital & Planning LLC first reported a position in Lockheed Martin in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Lockheed Martin position peaked at $42.3K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.