Plan Group Financial
LMT icon

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
Q3 		$436K Hold
795
– – 0.09% 137
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% -$5.44K 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

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Plan Group Financial's LMT Position: Q3 2026 in Review

Plan Group Financial held its Lockheed Martin (LMT) position steady in Q3 2026 at 795 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #137.

Plan Group Financial first reported a position in LMT in Q2 2022 and has held it in 14 quarters since. The position peaked at $480K in Q1 2026. 927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Plan Group Financial held 795 shares of Lockheed Martin worth $436K as of Q3 2026.
  • Plan Group Financial left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.09% of Plan Group Financial's portfolio in Q3 2026, its #137 holding.
  • Plan Group Financial first reported a position in Lockheed Martin in Q2 2022 and has held it in 14 quarters since.
  • Plan Group Financial's Lockheed Martin position peaked at $480K in Q1 2026.
  • 927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.