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Retirement Planning Company of New England’s Lockheed Martin LMT Stock Holding History

Retirement Planning Company of New England’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 		$741K Sell
1,455
-5
-0.3% -$2.7K 0.27% 107
2026
Q1 		$882K Buy
1,460
+5
+0.3% +$3.08K 0.36% 82
2025
Q4 		$704K Sell
1,455
-3
-0.2% -$1.44K 0.28% 98
2025
Q3 		$728K Buy
1,458
+28
+2% +$12.7K 0.29% 94
2025
Q2 		$662K Sell
1,430
-2
-0.1% -$936 0.3% 97
2025
Q1 		$640K Buy
1,432
+52
+4% +$23.9K 0.32% 98
2024
Q4 		$671K Sell
1,380
-15
-1% -$8.18K 0.33% 89
2024
Q3 		$816K Buy
1,395
+8
+0.6% +$4.29K 0.41% 72
2024
Q2 		$648K Buy
1,387
+26
+2% +$12K 0.35% 82
2024
Q1 		$619K Sell
1,361
-1,560
-53% -$684K 0.34% 94
2023
Q4 		$1.32M Buy
2,921
+29
+1% +$12.8K 0.6% 48
2023
Q3 		$1.18M Buy
2,892
+1,209
+72% +$536K 0.66% 43
2023
Q2 		$775K Buy
1,683
+4
+0.2% +$1.86K 0.45% 72
2023
Q1 		$794K Sell
1,679
-21
-1% -$9.85K 0.48% 68
2022
Q4 		$827K Buy
1,700
+24
+1% +$11.2K 0.54% 61
2022
Q3 		$647K Buy
1,676
+4
+0.2% +$1.67K 0.47% 71
2022
Q2 		$719K Sell
1,672
-61
-4% -$26.8K 0.49% 69
2022
Q1 		$765K Hold
1,733
– – 0.43% 73
2021
Q4 		$616K Buy
+1,733
New +$599K 0.3% 91

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Planning Company of New England's LMT Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Lockheed Martin (LMT) stake by 0.34% in Q2 2026, selling an estimated $2.7K and leaving 1,455 shares worth $741K. The position accounts for 0.27% of the portfolio, ranked #107.

Retirement Planning Company of New England first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.32M in Q4 2023. 2,066 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Retirement Planning Company of New England held 1,455 shares of Lockheed Martin worth $741K as of Q2 2026.
  • Retirement Planning Company of New England sold 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
  • Lockheed Martin made up 0.27% of Retirement Planning Company of New England's portfolio in Q2 2026, its #107 holding.
  • Retirement Planning Company of New England first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Lockheed Martin position peaked at $1.32M in Q4 2023.
  • 2,066 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.