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Kerr Financial Planning’s Lockheed Martin LMT Stock Holding History

Kerr Financial Planning’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 		$75.6K Sell
149
-8
-5% -$4.33K 0.08% 153
2026
Q1 		$79.3K Buy
157
+72
+85% +$44.4K 0.06% 148
2025
Q4 		$52.5K Hold
85
– – 0.07% 173
2025
Q3 		$40.1K Buy
+85
New +$38.6K 0.06% 187

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Kerr Financial Planning's LMT Position: Q2 2026 in Review

Kerr Financial Planning reduced its Lockheed Martin (LMT) stake by 5.1% in Q2 2026, selling an estimated $4.33K and leaving 149 shares worth $75.6K. The position accounts for 0.08% of the portfolio, ranked #153.

Kerr Financial Planning first reported a position in LMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $79.3K in Q1 2026. 2,762 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Kerr Financial Planning held 149 shares of Lockheed Martin worth $75.6K as of Q2 2026.
  • Kerr Financial Planning sold 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
  • Lockheed Martin made up 0.08% of Kerr Financial Planning's portfolio in Q2 2026, its #153 holding.
  • Kerr Financial Planning first reported a position in Lockheed Martin in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Lockheed Martin position peaked at $79.3K in Q1 2026.
  • 2,762 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.