JRPIM
LMT icon

Journey Retirement Planning & Investment Management’s Lockheed Martin LMT Stock Holding History

Journey Retirement Planning & Investment Management’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 		$422K Buy
829
+112
+16% +$60.5K 0.33% 94
2026
Q1 		$434K Sell
717
-1,735
-71% -$1.07M 0.38% 87
2025
Q4 		$1.19M Buy
+2,452
New +$1.17M 0.24% 101

Other funds holding LMT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Journey Retirement Planning & Investment Management's LMT Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Lockheed Martin (LMT) stake by 16% in Q2 2026, buying an estimated $60.5K and bringing the position to 829 shares worth $422K. The position accounts for 0.33% of the portfolio, ranked #94.

Journey Retirement Planning & Investment Management first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2025. 1,686 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 829 shares of Lockheed Martin worth $422K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 112 Lockheed Martin shares in Q2 2026, an estimated $60.5K.
  • Lockheed Martin made up 0.33% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #94 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Lockheed Martin position peaked at $1.19M in Q4 2025.
  • 1,686 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.