KFP
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Keystone Financial Planning’s Lockheed Martin LMT Stock Holding History

Keystone 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 		$882K Sell
1,732
-191
-10% -$103K 0.23% 30
2026
Q1 		$1.16M Hold
1,923
– – 0.31% 29
2025
Q4 		$930K Hold
1,923
– – 0.27% 31
2025
Q3 		$960K Sell
1,923
-13
-0.7% -$5.9K 0.28% 33
2025
Q2 		$897K Hold
1,936
– – 0.27% 33
2025
Q1 		$865K Hold
1,936
– – 0.26% 35
2024
Q4 		$941K Hold
1,936
– – 0.29% 35
2024
Q3 		$1.13M Sell
1,936
-2
-0.1% -$1.07K 0.34% 34
2024
Q2 		$905K Hold
1,938
– – 0.3% 35
2024
Q1 		$882K Sell
1,938
-237
-11% -$104K 0.29% 36
2023
Q4 		$986K Buy
2,175
+85
+4% +$37.7K 0.33% 36
2023
Q3 		$855K Hold
2,090
– – 0.3% 36
2023
Q2 		$962K Sell
2,090
-84
-4% -$39K 0.32% 36
2023
Q1 		$1.03M Sell
2,174
-59
-3% -$27.7K 0.35% 37
2022
Q4 		$1.09M Hold
2,233
– – 0.37% 36
2022
Q3 		$863K Buy
2,233
+45
+2% +$18.8K 0.33% 37
2022
Q2 		$941K Hold
2,188
– – 0.33% 37
2022
Q1 		$966K Sell
2,188
-2,523
-54% -$1.02M 0.32% 37
2021
Q4 		$1.67M Buy
4,711
+2,365
+101% +$818K 0.57% 34
2021
Q3 		$810K Buy
2,346
+32
+1% +$11.6K 0.29% 33
2021
Q2 		$876K Hold
2,314
– – 0.32% 32
2021
Q1 		$855K Hold
2,314
– – 0.32% 32
2020
Q4 		$821K Hold
2,314
– – 0.34% 31
2020
Q3 		$887K Hold
2,314
– – 0.43% 32
2020
Q2 		$844K Hold
2,314
– – 0.42% 38
2020
Q1 		$784K Sell
2,314
-278
-11% -$109K 0.45% 35
2019
Q4 		$1.01M Sell
2,592
-321
-11% -$123K 0.45% 39
2019
Q3 		$1.14M Sell
2,913
-755
-21% -$284K 0.54% 38
2019
Q2 		$1.33M Sell
3,668
-1,571
-30% -$526K 0.65% 39
2019
Q1 		$1.57M Buy
5,239
+1,150
+28% +$337K 0.78% 37
2018
Q4 		$1.07M Buy
4,089
+836
+26% +$254K 0.6% 37
2018
Q3 		$1.13M Hold
3,253
– – 0.57% 37
2018
Q2 		$961K Sell
3,253
-36
-1% -$11.6K 0.53% 38
2018
Q1 		$1.11M Sell
3,289
-10,833
-77% -$3.69M 0.62% 38
2017
Q4 		$4.53M Buy
14,122
+12
+0.1% +$3.78K 2.42% 21
2017
Q3 		$4.38M Buy
14,110
+219
+2% +$65.3K 2.48% 21
2017
Q2 		$3.86M Sell
13,891
-23
-0.2% -$6.32K 2.34% 23
2017
Q1 		$3.72M Sell
13,914
-31
-0.2% -$8.12K 2.31% 24
2016
Q4 		$3.48M Sell
13,945
-244
-2% -$61K 2.28% 26
2016
Q3 		$3.4M Buy
14,189
+164
+1% +$41K 2.23% 25
2016
Q2 		$3.48M Sell
14,025
-1,087
-7% -$256K 2.36% 22
2016
Q1 		$3.35M Buy
15,112
+11,975
+382% +$2.58M 2.4% 24
2015
Q4 		$681K Buy
+3,137
New +$681K 0.52% 35
2015
Q1 		– Sell
-42,550
Closed -$8.19M – 46
2014
Q4 		$8.19M Sell
42,550
-170
-0.4% -$31.6K 6.04% 1
2014
Q3 		$7.81M Buy
42,720
+69
+0.2% +$11.7K 5.89% 1
2014
Q2 		$6.86M Buy
42,651
+38
+0.1% +$6.18K 5.16% 1
2014
Q1 		$6.96M Sell
42,613
-1,286
-3% -$202K 5.39% 1
2013
Q4 		$6.53M Buy
+43,899
New +$5.96M 5.22% 1

Other funds holding LMT

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

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

Keystone Financial Planning reduced its Lockheed Martin (LMT) stake by 9.9% in Q2 2026, selling an estimated $103K and leaving 1,732 shares worth $882K. The position accounts for 0.23% of the portfolio, ranked #30.

Keystone Financial Planning first reported a position in LMT in Q4 2013 and has held it in 48 quarters since. The position peaked at $8.19M in Q4 2014. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Keystone Financial Planning held 1,732 shares of Lockheed Martin worth $882K as of Q2 2026.
  • Keystone Financial Planning sold 191 Lockheed Martin shares in Q2 2026, an estimated $103K.
  • Lockheed Martin made up 0.23% of Keystone Financial Planning's portfolio in Q2 2026, its #30 holding.
  • Keystone Financial Planning first reported a position in Lockheed Martin in Q4 2013 and has held it in 48 quarters since.
  • Keystone Financial Planning's Lockheed Martin position peaked at $8.19M in Q4 2014.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.