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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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Intrepid Financial Planning Group's LMT Position: Q1 2026 in Review

Intrepid Financial Planning Group held its Lockheed Martin (LMT) position steady in Q1 2026 at 592 shares worth $358K. The position accounts for 0.14% of the portfolio, ranked #95.

Intrepid Financial Planning Group first reported a position in LMT in Q4 2022 and has held it in 11 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Intrepid Financial Planning Group held 592 shares of Lockheed Martin worth $358K as of Q1 2026.
  • Intrepid Financial Planning Group left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.14% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #95 holding.
  • Intrepid Financial Planning Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 11 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.