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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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. 2,909 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.
2,909 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.