LifePlan Financial’s Lockheed Martin LMT Stock Holding History

LifePlan Financial’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	$425K	Buy	834 +22	+3%	+$11.9K	0.3%	75
2026 Q1	$491K	Buy	812 +207	+34%	+$128K	0.36%	68
2025 Q4	$293K	Sell	605 -81	-12%	-$38.8K	0.22%	80
2025 Q3	$342K	Sell	686 -36	-5%	-$16.3K	0.27%	71
2025 Q2	$334K	Sell	722 -38	-5%	-$17.8K	0.28%	79
2025 Q1	$340K	Buy	+760	New	+$350K	0.3%	76
2024 Q3	–	Sell	-443	Closed	-$207K	–	92
2024 Q2	$207K	Sell	443 -49	-10%	-$22.6K	0.19%	90
2024 Q1	$224K	Sell	492 -51	-9%	-$22.4K	0.21%	90
2023 Q4	$246K	Buy	+543	New	+$241K	0.25%	81

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LifePlan Financial's LMT Position: Q2 2026 in Review

LifePlan Financial increased its Lockheed Martin (LMT) stake by 2.7% in Q2 2026, buying an estimated $11.9K and bringing the position to 834 shares worth $425K. The position accounts for 0.3% of the portfolio, ranked #75.

LifePlan Financial first reported a position in LMT in Q4 2023 and has held it in 9 quarters since. The position peaked at $491K in Q1 2026. 1,014 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

LifePlan Financial held 834 shares of Lockheed Martin worth $425K as of Q2 2026.
LifePlan Financial bought 22 Lockheed Martin shares in Q2 2026, an estimated $11.9K.
Lockheed Martin made up 0.3% of LifePlan Financial's portfolio in Q2 2026, its #75 holding.
LifePlan Financial first reported a position in Lockheed Martin in Q4 2023 and has held it in 9 quarters since.
LifePlan Financial's Lockheed Martin position peaked at $491K in Q1 2026.
1,014 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.