CPL
LMT icon

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
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 $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital & Planning LLC's LMT Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Lockheed Martin (LMT) in Q1 2026: 70 shares worth $42.3K. The stake represents 0.03% of the portfolio and ranks #60 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in LMT as recently as Q4 2024.

Capital & Planning LLC first reported a position in LMT in Q4 2024 and has held it in 2 quarters since. 2,924 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Capital & Planning LLC held 70 shares of Lockheed Martin worth $42.3K as of Q1 2026.
  • Lockheed Martin was a new Capital & Planning LLC position in Q1 2026.
  • Lockheed Martin made up 0.03% of Capital & Planning LLC's portfolio in Q1 2026, its #60 holding.
  • Capital & Planning LLC first reported a position in Lockheed Martin in Q4 2024 and has held it in 2 quarters since.
  • 2,924 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.