PL
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Plancorp LLC’s Lockheed Martin LMT Stock Holding History

Plancorp LLC’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 		$394K Sell
757
-40
-5% -$21.6K 0.01% 290
2026
Q1 		$489K Sell
797
-5
-0.6% -$3.08K 0.01% 229
2025
Q4 		$388K Buy
802
+13
+2% +$6.22K 0.01% 252
2025
Q3 		$394K Sell
789
-123
-13% -$55.8K 0.01% 257
2025
Q2 		$422K Buy
912
+23
+3% +$10.8K 0.01% 249
2025
Q1 		$397K Sell
889
-32
-3% -$14.7K 0.02% 241
2024
Q4 		$448K Sell
921
-4
-0.4% -$2.18K 0.02% 208
2024
Q3 		$541K Buy
925
+9
+1% +$4.83K 0.02% 184
2024
Q2 		$428K Sell
916
-33
-3% -$15.3K 0.02% 197
2024
Q1 		$432K Buy
949
+7
+0.7% +$3.07K 0.02% 197
2023
Q4 		$427K Buy
942
+86
+10% +$38.1K 0.02% 181
2023
Q3 		$350K Buy
856
+136
+19% +$60.3K 0.02% 187
2023
Q2 		$331K Buy
720
+90
+14% +$41.8K 0.02% 185
2023
Q1 		$298K Sell
630
-38
-6% -$17.8K 0.02% 195
2022
Q4 		$325K Buy
668
+147
+28% +$68.3K 0.02% 182
2022
Q3 		$201K Buy
521
+52
+11% +$21.7K 0.01% 217
2022
Q2 		$202K Sell
469
-2
-0.4% -$878 0.01% 230
2022
Q1 		$208K Buy
+471
New +$191K 0.01% 232
2020
Q2 		– Sell
-681
Closed -$231K – 180
2020
Q1 		$231K Buy
681
+7
+1% +$2.75K 0.09% 146
2019
Q4 		$262K Buy
+674
New +$259K 0.08% 162

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Plancorp LLC's LMT Position: Q2 2026 in Review

Plancorp LLC reduced its Lockheed Martin (LMT) stake by 5% in Q2 2026, selling an estimated $21.6K and leaving 757 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #290.

Plancorp LLC first reported a position in LMT in Q4 2019 and has held it in 20 quarters since. The position peaked at $541K in Q3 2024. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Plancorp LLC held 757 shares of Lockheed Martin worth $394K as of Q2 2026.
  • Plancorp LLC sold 40 Lockheed Martin shares in Q2 2026, an estimated $21.6K.
  • Lockheed Martin made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #290 holding.
  • Plancorp LLC first reported a position in Lockheed Martin in Q4 2019 and has held it in 20 quarters since.
  • Plancorp LLC's Lockheed Martin position peaked at $541K in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.