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Financial Planning Hawaii’s Lockheed Martin LMT Stock Holding History

Financial Planning Hawaii’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 		$2.05M Hold
4,026
– – 1.1% 26
2026
Q1 		$2.43M Sell
4,026
-65
-2% -$40K 1.43% 19
2025
Q4 		$1.98M Buy
+4,091
New +$1.96M 1.14% 22

Other funds holding LMT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Financial Planning Hawaii held its Lockheed Martin (LMT) position steady in Q2 2026 at 4,026 shares worth $2.05M. The position accounts for 1.1% of the portfolio, ranked #26.

Financial Planning Hawaii first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.43M in Q1 2026. 1,703 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Financial Planning Hawaii held 4,026 shares of Lockheed Martin worth $2.05M as of Q2 2026.
  • Financial Planning Hawaii left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 1.1% of Financial Planning Hawaii's portfolio in Q2 2026, its #26 holding.
  • Financial Planning Hawaii first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Lockheed Martin position peaked at $2.43M in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.