Falcon Wealth Planning’s Lockheed Martin LMT Stock Holding History

Falcon Wealth 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	$428K	Sell	840 -109	-11%	-$58.9K	0.03%	156
2026 Q1	$573K	Buy	949 +12	+1%	+$7.39K	0.04%	126
2025 Q4	$453K	Buy	937 +236	+34%	+$113K	0.04%	127
2025 Q3	$350K	Sell	701 -22	-3%	-$9.98K	0.03%	143
2025 Q2	$335K	Buy	723 +33	+5%	+$15.4K	0.03%	131
2025 Q1	$308K	Buy	690 +3	+0.4%	+$1.38K	0.03%	136
2024 Q4	$334K	Sell	687 -2	-0.3%	-$1.09K	0.04%	127
2024 Q3	$403K	Buy	689 +28	+4%	+$15K	0.05%	106
2024 Q2	$309K	Sell	661 -901	-58%	-$416K	0.04%	106
2024 Q1	$711K	Buy	+1,562	New	+$685K	0.11%	65

Other funds holding LMT

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Falcon Wealth Planning's LMT Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Lockheed Martin (LMT) stake by 11% in Q2 2026, selling an estimated $58.9K and leaving 840 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #156.

Falcon Wealth Planning first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $711K in Q1 2024. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Falcon Wealth Planning held 840 shares of Lockheed Martin worth $428K as of Q2 2026.
Falcon Wealth Planning sold 109 Lockheed Martin shares in Q2 2026, an estimated $58.9K.
Lockheed Martin made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #156 holding.
Falcon Wealth Planning first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
Falcon Wealth Planning's Lockheed Martin position peaked at $711K in Q1 2024.
2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.