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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
Q2 		$4.47M Sell
8,781
-326
-4% -$176K 0.11% 87
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
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 $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Retirement Planning Group (Kansas)'s LMT Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Lockheed Martin (LMT) stake by 3.6% in Q2 2026, selling an estimated $176K and leaving 8,781 shares worth $4.47M. The position accounts for 0.11% of the portfolio, ranked #87.

Retirement Planning Group (Kansas) first reported a position in LMT in Q3 2014 and has held it in 16 quarters since. The position peaked at $5.5M in Q1 2026. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Retirement Planning Group (Kansas) held 8,781 shares of Lockheed Martin worth $4.47M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 326 Lockheed Martin shares in Q2 2026, an estimated $176K.
  • Lockheed Martin made up 0.11% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #87 holding.
  • Retirement Planning Group (Kansas) first reported a position in Lockheed Martin in Q3 2014 and has held it in 16 quarters since.
  • Retirement Planning Group (Kansas)'s Lockheed Martin position peaked at $5.5M in Q1 2026.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.