Holistic Planning’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
Other funds holding LMT
VCM
VPM
Holistic Planning's LMT Position: Q1 2026 in Review
Holistic Planning reduced its Lockheed Martin (LMT) stake by 5.4% in Q1 2026, selling an estimated $16K and leaving 457 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #247.
Holistic Planning first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $285K in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Holistic Planning held 457 shares of Lockheed Martin worth $276K as of Q1 2026.
- Holistic Planning sold 26 Lockheed Martin shares in Q1 2026, an estimated $16K.
- Lockheed Martin made up 0.06% of Holistic Planning's portfolio in Q1 2026, its #247 holding.
- Holistic Planning first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
- Holistic Planning's Lockheed Martin position peaked at $285K in Q3 2024.
- 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.