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Larry Mathis Financial Planning’s Lockheed Martin LMT Stock Holding History

Larry Mathis 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 		– Sell
-950
Closed -$574K – 169
2026
Q1 		$574K Sell
950
-34
-3% -$20.9K 0.51% 47
2025
Q4 		$476K Buy
+984
New +$471K 0.42% 65

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

Larry Mathis Financial Planning's LMT Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 950 shares — an estimated $574K sold.

Larry Mathis Financial Planning first reported a position in LMT in Q4 2025 and held it in 2 quarters. The position peaked at $574K in Q1 2026. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 950 Lockheed Martin shares in Q2 2026, an estimated $574K.
  • Larry Mathis Financial Planning first reported a position in Lockheed Martin in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Lockheed Martin position peaked at $574K in Q1 2026.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.