Essential Planning’s Lockheed Martin LMT Stock Holding History

Essential 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 Q1	–	Sell	-2,145	Closed	-$1.17M	–	207
2024 Q4	$1.17M	Buy	+2,145	New	+$1.17M	0.01%	222

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essential Planning's LMT Position: Q1 2025 in Review

Essential Planning sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 2,145 shares — an estimated $1.17M sold.

Essential Planning first reported a position in LMT in Q4 2024 and held it in 1 quarter. The position peaked at $1.17M in Q4 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

Essential Planning reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 2,145 Lockheed Martin shares in Q1 2025, an estimated $1.17M.
Essential Planning first reported a position in Lockheed Martin in Q4 2024 and held it in 1 quarter.
Essential Planning's Lockheed Martin position peaked at $1.17M in Q4 2024.
2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.