Creative Planning
LMT icon

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
2026
Q2 		$47K Buy
+1,200
New +$649K ﹤0.01% 4122
2020
Q4 		– Sell
-100
Closed -$5K – 2413
2020
Q3 		$5K Buy
+100
New +$38.2K ﹤0.01% 2043

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
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

Creative Planning's LMT Position: Q2 2026 in Review

Creative Planning increased its Lockheed Martin (LMT) stake by 11% in Q2 2026, buying an estimated $9.72M and bringing the position to 187,302 shares worth $95.4M. The position accounts for 0.06% of the portfolio, ranked #152.

Creative Planning first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $102M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Creative Planning held 187,302 shares of Lockheed Martin worth $95.4M as of Q2 2026.
  • Creative Planning bought 17,979 Lockheed Martin shares in Q2 2026, an estimated $9.72M.
  • Lockheed Martin made up 0.06% of Creative Planning's portfolio in Q2 2026, its #152 holding.
  • Creative Planning first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Lockheed Martin position peaked at $102M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.