Estate Planners Group’s Lockheed Martin LMT Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-18	Closed	-$8.62K	–	266
2025 Q4	$8.62K	Buy	+18	New	+$8.61K	﹤0.01%	294

Other funds holding LMT

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Estate Planners Group's LMT Position: Q1 2026 in Review

Estate Planners Group sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 18 shares — an estimated $8.62K sold.

Estate Planners Group first reported a position in LMT in Q4 2025 and held it in 1 quarter. The position peaked at $8.62K in Q4 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Estate Planners Group reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 18 Lockheed Martin shares in Q1 2026, an estimated $8.62K.
Estate Planners Group first reported a position in Lockheed Martin in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Lockheed Martin position peaked at $8.62K in Q4 2025.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.