Divergent Planning’s Lockheed Martin LMT Stock Holding History

Divergent 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
2025 Q4	$502K	Hold	1,009	–	–	0.13%	23
2025 Q3	$509K	Hold	1,009	–	–	0.14%	22
2025 Q2	$470K	Hold	1,009	–	–	0.14%	22
2025 Q1	$457K	Hold	1,009	–	–	0.15%	20
2024 Q4	$472K	Buy	1,009 +387	+62%	+$211K	0.16%	19
2024 Q3	$376K	Hold	622	–	–	0.14%	21
2024 Q2	$290K	Hold	622	–	–	0.12%	26
2024 Q1	$282K	Hold	622	–	–	0.12%	22
2023 Q4	$284K	Hold	622	–	–	0.14%	20
2023 Q3	$272K	Hold	622	–	–	0.15%	18
2023 Q2	$286K	Hold	622	–	–	0.15%	20
2023 Q1	$294K	Hold	622	–	–	0.17%	18
2022 Q4	$303K	Hold	622	–	–	0.19%	14
2022 Q3	$240K	Buy	622 +93	+18%	+$38.8K	0.18%	21
2022 Q2	$227K	Hold	529	–	–	0.16%	18
2022 Q1	$236K	Buy	+529	New	+$214K	0.15%	19
2021 Q2	–	Sell	-529	Closed	-$207K	–	18
2021 Q1	$207K	Buy	+529	New	+$181K	0.18%	16

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Divergent Planning's LMT Position: Q4 2025 in Review

Divergent Planning held its Lockheed Martin (LMT) position steady in Q4 2025 at 1,009 shares worth $502K. The position accounts for 0.13% of the portfolio, ranked #23.

Divergent Planning first reported a position in LMT in Q1 2021 and has held it in 17 quarters since. The position peaked at $509K in Q3 2025. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

Divergent Planning held 1,009 shares of Lockheed Martin worth $502K as of Q4 2025.
Divergent Planning left its Lockheed Martin share count unchanged in Q4 2025.
Lockheed Martin made up 0.13% of Divergent Planning's portfolio in Q4 2025, its #23 holding.
Divergent Planning first reported a position in Lockheed Martin in Q1 2021 and has held it in 17 quarters since.
Divergent Planning's Lockheed Martin position peaked at $509K in Q3 2025.
2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.