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Plan Group Financial’s Lockheed Martin LMT Stock Holding History

Plan Group 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
Q1 		$480K Sell
795
-91
-10% -$56.1K 0.11% 128
2025
Q4 		$428K Hold
886
– – 0.11% 126
2025
Q3 		$442K Sell
886
-12
-1% -$5.45K 0.12% 124
2025
Q2 		$416K Buy
898
+108
+14% +$50.6K 0.14% 113
2025
Q1 		$353K Buy
790
+300
+61% +$138K 0.13% 113
2024
Q4 		$238K Hold
490
– – 0.13% 100
2024
Q3 		$286K Buy
490
+4
+0.8% +$2.15K 0.15% 93
2024
Q2 		$227K Sell
486
-2
-0.4% -$924 0.14% 82
2024
Q1 		$222K Buy
488
+2
+0.4% +$877 0.15% 86
2023
Q4 		$220K Sell
486
-38
-7% -$16.8K 0.19% 63
2023
Q3 		$214K Buy
+524
New +$232K 0.15% 64
2022
Q2 		$214K Buy
+499
New +$219K 0.37% 49

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

Plan Group Financial's LMT Position: Q1 2026 in Review

Plan Group Financial reduced its Lockheed Martin (LMT) stake by 10% in Q1 2026, selling an estimated $56.1K and leaving 795 shares worth $480K. The position accounts for 0.11% of the portfolio, ranked #128.

Plan Group Financial first reported a position in LMT in Q2 2022 and has held it in 12 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Plan Group Financial held 795 shares of Lockheed Martin worth $480K as of Q1 2026.
  • Plan Group Financial sold 91 Lockheed Martin shares in Q1 2026, an estimated $56.1K.
  • Lockheed Martin made up 0.11% of Plan Group Financial's portfolio in Q1 2026, its #128 holding.
  • Plan Group Financial first reported a position in Lockheed Martin in Q2 2022 and has held it in 12 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.