Creative Planning’s Lockheed Martin LMT Stock Holding History

Creative 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
2020 Q4	–	Sell	-100	Closed	-$5K	–	2413
2020 Q3	$5K	Buy	+100	New	+$38.2K	﹤0.01%	2043

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's LMT Position: Q1 2026 in Review

Creative Planning increased its Lockheed Martin (LMT) stake by 6.7% in Q1 2026, buying an estimated $6.51M and bringing the position to 169,323 shares worth $102M. The position accounts for 0.07% of the portfolio, ranked #129.

Creative Planning first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Creative Planning held 169,323 shares of Lockheed Martin worth $102M as of Q1 2026.
Creative Planning bought 10,568 Lockheed Martin shares in Q1 2026, an estimated $6.51M.
Lockheed Martin made up 0.07% of Creative Planning's portfolio in Q1 2026, its #129 holding.
Creative Planning first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.