Creative Planning’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-2,200
Closed -$1K 4797
2016
Q4
$1K Buy
+2,200
New +$550K ﹤0.01% 4452
2016
Q3
Sell
-4,000
Closed -$1K 4664
2016
Q2
$1K Buy
+4,000
New +$943K ﹤0.01% 4176

Other funds holding LMT

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.