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Cypress Financial Planning’s Lockheed Martin LMT Stock Holding History

Cypress 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 		$1.69M Buy
3,327
+258
+8% +$139K 0.41% 26
2026
Q1 		$1.86M Sell
3,069
-952
-24% -$586K 0.51% 21
2025
Q4 		$1.96M Sell
4,021
-72
-2% -$34.5K 0.54% 21
2025
Q3 		$2.04M Sell
4,093
-2
-0% -$907 0.62% 19
2025
Q2 		$1.9M Buy
4,095
+33
+0.8% +$15.4K 0.62% 18
2025
Q1 		$1.81M Buy
4,062
+3
+0.1% +$1.38K 0.65% 20
2024
Q4 		$1.97M Buy
4,059
+168
+4% +$91.6K 0.72% 18
2024
Q3 		$2.27M Buy
3,891
+882
+29% +$474K 0.84% 17
2024
Q2 		$1.41M Buy
3,009
+1,138
+61% +$526K 0.58% 21
2024
Q1 		$851K Buy
1,871
+190
+11% +$83.3K 0.39% 24
2023
Q4 		$770K Buy
1,681
+322
+24% +$143K 0.7% 16
2023
Q3 		$556K Buy
1,359
+45
+3% +$20K 0.32% 28
2023
Q2 		$608K Hold
1,314
– – 0.34% 27
2023
Q1 		$639K Sell
1,314
-16
-1% -$7.5K 0.39% 25
2022
Q4 		$635K Sell
1,330
-266
-17% -$124K 0.42% 24
2022
Q3 		$617K Buy
1,596
+125
+8% +$52.2K 0.44% 23
2022
Q2 		$632K Buy
+1,471
New +$646K 0.43% 25

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Cypress Financial Planning's LMT Position: Q2 2026 in Review

Cypress Financial Planning increased its Lockheed Martin (LMT) stake by 8.4% in Q2 2026, buying an estimated $139K and bringing the position to 3,327 shares worth $1.69M. The position accounts for 0.41% of the portfolio, ranked #26.

Cypress Financial Planning first reported a position in LMT in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.27M in Q3 2024. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cypress Financial Planning held 3,327 shares of Lockheed Martin worth $1.69M as of Q2 2026.
  • Cypress Financial Planning bought 258 Lockheed Martin shares in Q2 2026, an estimated $139K.
  • Lockheed Martin made up 0.41% of Cypress Financial Planning's portfolio in Q2 2026, its #26 holding.
  • Cypress Financial Planning first reported a position in Lockheed Martin in Q2 2022 and has held it in 17 quarters since.
  • Cypress Financial Planning's Lockheed Martin position peaked at $2.27M in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.