EFP
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Elser Financial Planning’s Lockheed Martin LMT Stock Holding History

Elser 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 		$239K Buy
468
+10
+2% +$5.41K 0.01% 114
2026
Q1 		$286K Hold
458
– – 0.01% 106
2025
Q4 		$222K Buy
458
+1
+0.2% +$479 0.16% 80
2025
Q3 		$228K Sell
457
-1
-0.2% -$454 0.28% 65
2025
Q2 		$212K Sell
458
-1
-0.2% -$468 0.26% 67
2025
Q1 		$205K Buy
+459
New +$211K 0.28% 65

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

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

Elser Financial Planning increased its Lockheed Martin (LMT) stake by 2.2% in Q2 2026, buying an estimated $5.41K and bringing the position to 468 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #114.

Elser Financial Planning first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $286K in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Elser Financial Planning held 468 shares of Lockheed Martin worth $239K as of Q2 2026.
  • Elser Financial Planning bought 10 Lockheed Martin shares in Q2 2026, an estimated $5.41K.
  • Lockheed Martin made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #114 holding.
  • Elser Financial Planning first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • Elser Financial Planning's Lockheed Martin position peaked at $286K in Q1 2026.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.