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Spartan Planning & Wealth Management’s Lockheed Martin LMT Stock Holding History

Spartan Planning & Wealth Management’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 		– Sell
-541
Closed -$327K – 83
2026
Q1 		$327K Buy
+541
New +$333K 0.24% 52
2023
Q4 		$55.3K Buy
+122
New +$54.1K 0.06% 137
2022
Q4 		$74.4K Buy
153
+39
+34% +$18.1K 0.09% 90
2022
Q3 		$44K Buy
114
+4
+4% +$1.67K 0.06% 49
2022
Q2 		$47K Buy
110
+13
+13% +$5.71K 0.06% 60
2022
Q1 		$43K Buy
+97
New +$39.3K 0.05% 92

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Spartan Planning & Wealth Management's LMT Position: Q2 2026 in Review

Spartan Planning & Wealth Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 541 shares — an estimated $327K sold.

Spartan Planning & Wealth Management first reported a position in LMT in Q1 2022 and held it in 6 quarters. The position peaked at $327K in Q1 2026. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Spartan Planning & Wealth Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 541 Lockheed Martin shares in Q2 2026, an estimated $327K.
  • Spartan Planning & Wealth Management first reported a position in Lockheed Martin in Q1 2022 and held it in 6 quarters.
  • Spartan Planning & Wealth Management's Lockheed Martin position peaked at $327K in Q1 2026.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.