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Center for Financial Planning’s Lockheed Martin LMT Stock Holding History

Center for Financial Planning’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 		$281K Buy
551
+10
+2% +$5.41K 0.03% 146
2026
Q1 		$327K Hold
541
– – 0.03% 134
2025
Q4 		$262K Sell
541
-50
-8% -$23.9K 0.03% 150
2025
Q3 		$295K Sell
591
-160
-21% -$72.6K 0.03% 142
2025
Q2 		$348K Buy
751
+126
+20% +$59K 0.04% 132
2025
Q1 		$279K Buy
625
+182
+41% +$83.8K 0.04% 136
2024
Q4 		$215K Hold
443
– – 0.03% 150
2024
Q3 		$259K Hold
443
– – 0.04% 133
2024
Q2 		$207K Hold
443
– – 0.03% 145
2024
Q1 		$202K Buy
443
+50
+13% +$21.9K 0.03% 149
2023
Q4 		$178K Buy
393
+14
+4% +$6.2K 0.03% 146
2023
Q3 		$155K Hold
379
– – 0.03% 146
2023
Q2 		$174K Hold
379
– – 0.04% 142
2023
Q1 		$179K Sell
379
-20
-5% -$9.38K 0.04% 136
2022
Q4 		$194K Sell
399
-11
-3% -$5.11K 0.05% 131
2022
Q3 		$158K Sell
410
-25
-6% -$10.4K 0.04% 134
2022
Q2 		$187K Sell
435
-35
-7% -$15.4K 0.05% 125
2022
Q1 		$207K Hold
470
– – 0.04% 128
2021
Q4 		$167K Sell
470
-25
-5% -$8.65K 0.03% 141
2021
Q3 		$171K Sell
495
-13
-3% -$4.71K 0.04% 136
2021
Q2 		$192K Hold
508
– – 0.05% 129
2021
Q1 		$188K Hold
508
– – 0.05% 124
2020
Q4 		$180K Hold
508
– – 0.05% 121
2020
Q3 		$195K Sell
508
-114
-18% -$43.5K 0.06% 113
2020
Q2 		$227K Sell
622
-48
-7% -$18.1K 0.08% 99
2020
Q1 		$227K Buy
670
+48
+8% +$18.9K 0.08% 103
2019
Q4 		$242K Buy
+622
New +$239K 0.06% 102

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

Center for Financial Planning's LMT Position: Q2 2026 in Review

Center for Financial Planning increased its Lockheed Martin (LMT) stake by 1.8% in Q2 2026, buying an estimated $5.41K and bringing the position to 551 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #146.

Center for Financial Planning first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $348K in Q2 2025. 895 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Center for Financial Planning held 551 shares of Lockheed Martin worth $281K as of Q2 2026.
  • Center for Financial Planning bought 10 Lockheed Martin shares in Q2 2026, an estimated $5.41K.
  • Lockheed Martin made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #146 holding.
  • Center for Financial Planning first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Lockheed Martin position peaked at $348K in Q2 2025.
  • 895 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.