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PlanVest Financial’s Lockheed Martin LMT Stock Holding History

PlanVest 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 		$212K Buy
416
+2
+0.5% +$1.08K 0.14% 94
2026
Q1 		$251K Buy
+414
New +$255K 0.19% 83

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

PlanVest Financial's LMT Position: Q2 2026 in Review

PlanVest Financial increased its Lockheed Martin (LMT) stake by 0.48% in Q2 2026, buying an estimated $1.08K and bringing the position to 416 shares worth $212K. The position accounts for 0.14% of the portfolio, ranked #94.

PlanVest Financial first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $251K in Q1 2026. 2,657 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • PlanVest Financial held 416 shares of Lockheed Martin worth $212K as of Q2 2026.
  • PlanVest Financial bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.14% of PlanVest Financial's portfolio in Q2 2026, its #94 holding.
  • PlanVest Financial first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Lockheed Martin position peaked at $251K in Q1 2026.
  • 2,657 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.