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BFC Planning, Inc.’s Lockheed Martin LMT Stock Holding History

BFC Planning, Inc.’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 		$5.14M Sell
10,096
-1,232
-11% -$666K 0.21% 107
2026
Q1 		$6.85M Sell
11,328
-159
-1% -$97.9K 0.31% 63
2025
Q4 		$5.56M Buy
11,487
+7,199
+168% +$3.45M 0.25% 82
2025
Q3 		$2.14M Sell
4,288
-366
-8% -$166K 0.15% 118
2025
Q2 		$2.16M Buy
4,654
+123
+3% +$57.6K 0.17% 114
2025
Q1 		$2.03M Sell
4,531
-233
-5% -$107K 0.18% 108
2024
Q4 		$2.32M Buy
+4,764
New +$2.6M 0.19% 96

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $103B AUM 36.66% 1-Year Est. Return

BFC Planning, Inc.'s LMT Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Lockheed Martin (LMT) stake by 11% in Q2 2026, selling an estimated $666K and leaving 10,096 shares worth $5.14M. The position accounts for 0.21% of the portfolio, ranked #107.

BFC Planning, Inc. first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.85M in Q1 2026. 2,800 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • BFC Planning, Inc. held 10,096 shares of Lockheed Martin worth $5.14M as of Q2 2026.
  • BFC Planning, Inc. sold 1,232 Lockheed Martin shares in Q2 2026, an estimated $666K.
  • Lockheed Martin made up 0.21% of BFC Planning, Inc.'s portfolio in Q2 2026, its #107 holding.
  • BFC Planning, Inc. first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Lockheed Martin position peaked at $6.85M in Q1 2026.
  • 2,800 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.