Holistic Planning’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
Other funds holding LMT
Holistic Planning's LMT Position: Q2 2026 in Review
Holistic Planning increased its Lockheed Martin (LMT) stake by 14% in Q2 2026, buying an estimated $34.6K and bringing the position to 521 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #292.
Holistic Planning first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $285K in Q3 2024. 2,774 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Holistic Planning held 521 shares of Lockheed Martin worth $265K as of Q2 2026.
- Holistic Planning bought 64 Lockheed Martin shares in Q2 2026, an estimated $34.6K.
- Lockheed Martin made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #292 holding.
- Holistic Planning first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
- Holistic Planning's Lockheed Martin position peaked at $285K in Q3 2024.
- 2,774 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.