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Mark Sheptoff Financial Planning’s Lockheed Martin LMT Stock Holding History

Mark Sheptoff 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
Q1 		$824K Sell
1,619
-60
-4% -$37K 0.44% 41
2025
Q4 		$812K Buy
1,679
+10
+0.6% +$4.79K 0.39% 37
2025
Q3 		$833K Sell
1,669
-880
-35% -$399K 0.4% 38
2025
Q2 		$1.18M Hold
2,549
– – 0.63% 31
2025
Q1 		$1.14M Hold
2,549
– – 0.63% 31
2024
Q4 		$1.24M Sell
2,549
-451
-15% -$246K 0.66% 32
2024
Q3 		$1.75M Buy
3,000
+481
+19% +$258K 0.93% 23
2024
Q2 		$1.18M Sell
2,519
-200
-7% -$92.4K 0.66% 33
2024
Q1 		$1.24M Sell
2,719
-1
-0% -$438 0.69% 31
2023
Q4 		$1.23M Hold
2,720
– – 0.74% 25
2023
Q3 		$1.11M Hold
2,720
– – 0.71% 26
2023
Q2 		$1.25M Hold
2,720
– – 0.71% 28
2023
Q1 		$1.29M Buy
2,720
+1
+0% +$469 0.75% 27
2022
Q4 		$1.32M Hold
2,719
– – 0.78% 27
2022
Q3 		$1.05M Hold
2,719
– – 0.64% 31
2022
Q2 		$1.17M Hold
2,719
– – 0.67% 34
2022
Q1 		$1.2M Sell
2,719
-100
-4% -$40.5K 0.6% 36
2021
Q4 		$1M Buy
2,819
+400
+17% +$138K 0.48% 37
2021
Q3 		$835K Hold
2,419
– – 0.46% 43
2021
Q2 		$915K Sell
2,419
-150
-6% -$57.7K 0.49% 42
2021
Q1 		$949K Sell
2,569
-1,371
-35% -$470K 0.54% 35
2020
Q4 		$1.4M Buy
3,940
+55
+1% +$20.2K 0.8% 29
2020
Q3 		$1.49M Buy
3,885
+295
+8% +$113K 0.92% 28
2020
Q2 		$1.31M Sell
3,590
-267
-7% -$101K 0.85% 29
2020
Q1 		$1.31M Hold
3,857
– – 0.99% 26
2019
Q4 		$1.5M Hold
3,857
– – 0.95% 26
2019
Q3 		$1.5M Buy
3,857
+55
+1% +$20.7K 1.01% 24
2019
Q2 		$1.38M Sell
3,802
-50
-1% -$16.7K 0.94% 27
2019
Q1 		$1.16M Buy
3,852
+16
+0.4% +$4.69K 0.83% 32
2018
Q4 		$1M Sell
3,836
-200
-5% -$60.7K 0.83% 32
2018
Q3 		$1.4M Buy
4,036
+650
+19% +$210K 0.96% 27
2018
Q2 		$1M Hold
3,386
– – 0.74% 35
2018
Q1 		$1.14M Sell
3,386
-100
-3% -$34K 0.79% 35
2017
Q4 		$1.12M Hold
3,486
– – 0.73% 36
2017
Q3 		$1.08M Hold
3,486
– – 0.73% 39
2017
Q2 		$968K Sell
3,486
-1
-0% -$275 0.66% 43
2017
Q1 		$933K Buy
3,487
+1
+0% +$262 0.67% 42
2016
Q4 		$871K Buy
3,486
+1,000
+40% +$250K 0.65% 42
2016
Q3 		$596K Buy
2,486
+50
+2% +$12.5K 0.44% 58
2016
Q2 		$605K Buy
2,436
+19
+0.8% +$4.48K 0.45% 55
2016
Q1 		$535K Sell
2,417
-200
-8% -$43K 0.43% 52
2015
Q4 		$568K Buy
2,617
+100
+4% +$21.7K 0.46% 58
2015
Q3 		$522K Buy
2,517
+17
+0.7% +$3.46K 0.46% 57
2015
Q2 		$465K Hold
2,500
– – 0.38% 63
2015
Q1 		$507K Hold
2,500
– – 0.42% 58
2014
Q4 		$481K Hold
2,500
– – 0.43% 58
2014
Q3 		$457K Hold
2,500
– – 0.4% 67
2014
Q2 		$402K Hold
2,500
– – 0.34% 70
2014
Q1 		$408K Buy
+2,500
New +$393K 0.36% 69

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's LMT Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Lockheed Martin (LMT) stake by 3.6% in Q1 2026, selling an estimated $37K and leaving 1,619 shares worth $824K. The position accounts for 0.44% of the portfolio, ranked #41.

Mark Sheptoff Financial Planning first reported a position in LMT in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.75M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Mark Sheptoff Financial Planning held 1,619 shares of Lockheed Martin worth $824K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 60 Lockheed Martin shares in Q1 2026, an estimated $37K.
  • Lockheed Martin made up 0.44% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #41 holding.
  • Mark Sheptoff Financial Planning first reported a position in Lockheed Martin in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's Lockheed Martin position peaked at $1.75M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.