Intrepid Financial Planning Group’s Lockheed Martin LMT Stock Holding History

Intrepid Financial Planning Group’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	$291K	Sell	572 -20	-3%	-$10.8K	0.1%	109
2026 Q1	$358K	Hold	592	–	–	0.14%	95
2025 Q4	$286K	Hold	592	–	–	0.11%	98
2025 Q3	$296K	Buy	592 +50	+9%	+$22.7K	0.11%	100
2025 Q2	$251K	Hold	542	–	–	0.11%	105
2025 Q1	$242K	Hold	542	–	–	0.11%	102
2024 Q4	$263K	Hold	542	–	–	0.11%	102
2024 Q3	$317K	Hold	542	–	–	0.14%	92
2024 Q2	$253K	Buy	+542	New	+$250K	0.11%	104
2023 Q3	–	Sell	-435	Closed	-$200K	–	123
2023 Q2	$200K	Hold	435	–	–	0.1%	110
2023 Q1	$206K	Hold	435	–	–	0.1%	105
2022 Q4	$212K	Buy	+435	New	+$202K	0.12%	98

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

Intrepid Financial Planning Group's LMT Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its Lockheed Martin (LMT) stake by 3.4% in Q2 2026, selling an estimated $10.8K and leaving 572 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #109.

Intrepid Financial Planning Group first reported a position in LMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $358K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Intrepid Financial Planning Group held 572 shares of Lockheed Martin worth $291K as of Q2 2026.
Intrepid Financial Planning Group sold 20 Lockheed Martin shares in Q2 2026, an estimated $10.8K.
Lockheed Martin made up 0.1% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #109 holding.
Intrepid Financial Planning Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 12 quarters since.
Intrepid Financial Planning Group's Lockheed Martin position peaked at $358K in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.