Retirement Planning Group (Kansas)’s Lockheed Martin LMT Stock Holding History

Retirement Planning Group (Kansas)’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	$5.5M	Sell	9,107 -225	-2%	-$139K	0.17%	58
2025 Q4	$4.51M	Buy	9,332 +793	+9%	+$380K	0.15%	64
2025 Q3	$4.26M	Buy	8,539 +6,769	+382%	+$3.07M	0.15%	64
2025 Q2	$820K	Buy	1,770 +626	+55%	+$293K	0.03%	169
2025 Q1	$511K	Sell	1,144 -203	-15%	-$93.4K	0.02%	193
2024 Q4	$655K	Buy	1,347 +66	+5%	+$36K	0.03%	167
2024 Q3	$749K	Buy	1,281 +705	+122%	+$379K	0.04%	148
2024 Q2	$269K	Hold	576	–	–	0.02%	205
2024 Q1	$262K	Hold	576	–	–	0.02%	190
2023 Q4	$261K	Buy	576 +2	+0.3%	+$886	0.02%	155
2023 Q3	$235K	Hold	574	–	–	0.02%	142
2023 Q2	$264K	Hold	574	–	–	0.03%	137
2023 Q1	$271K	Buy	+574	New	+$269K	0.03%	124
2015 Q1	–	Sell	-1,306	Closed	-$251K	–	66
2014 Q4	$251K	Buy	1,306 +4	+0.3%	+$742	0.08%	55
2014 Q3	$238K	Buy	+1,302	New	+$222K	0.07%	60

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

Retirement Planning Group (Kansas)'s LMT Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Lockheed Martin (LMT) stake by 2.4% in Q1 2026, selling an estimated $139K and leaving 9,107 shares worth $5.5M. The position accounts for 0.17% of the portfolio, ranked #58.

Retirement Planning Group (Kansas) first reported a position in LMT in Q3 2014 and has held it in 15 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Retirement Planning Group (Kansas) held 9,107 shares of Lockheed Martin worth $5.5M as of Q1 2026.
Retirement Planning Group (Kansas) sold 225 Lockheed Martin shares in Q1 2026, an estimated $139K.
Lockheed Martin made up 0.17% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #58 holding.
Retirement Planning Group (Kansas) first reported a position in Lockheed Martin in Q3 2014 and has held it in 15 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.