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 Q2	$405K	Hold	795	–	–	0.08%	140
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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Plan Group Financial's LMT Position: Q2 2026 in Review

Plan Group Financial held its Lockheed Martin (LMT) position steady in Q2 2026 at 795 shares worth $405K. The position accounts for 0.08% of the portfolio, ranked #140.

Plan Group Financial first reported a position in LMT in Q2 2022 and has held it in 13 quarters since. The position peaked at $480K in Q1 2026. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Plan Group Financial held 795 shares of Lockheed Martin worth $405K as of Q2 2026.
Plan Group Financial left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.08% of Plan Group Financial's portfolio in Q2 2026, its #140 holding.
Plan Group Financial first reported a position in Lockheed Martin in Q2 2022 and has held it in 13 quarters since.
Plan Group Financial's Lockheed Martin position peaked at $480K in Q1 2026.
2,779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.