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Tempus Wealth Planning’s Lockheed Martin LMT Stock Holding History

Tempus Wealth Planning’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 		$578K Buy
1,135
+25
+2% +$13.5K 0.11% 169
2026
Q1 		$671K Buy
1,110
+43
+4% +$26.5K 0.15% 154
2025
Q4 		$516K Buy
1,067
+124
+13% +$59.3K 0.12% 173
2025
Q3 		$471K Sell
943
-213
-18% -$96.6K 0.11% 184
2025
Q2 		$535K Buy
1,156
+68
+6% +$31.8K 0.13% 159
2025
Q1 		$486K Buy
1,088
+43
+4% +$19.8K 0.15% 152
2024
Q4 		$508K Buy
1,045
+93
+10% +$50.7K 0.16% 142
2024
Q3 		$557K Buy
952
+172
+22% +$92.3K 0.2% 116
2024
Q2 		$364K Buy
780
+87
+13% +$40.2K 0.15% 133
2024
Q1 		$315K Buy
693
+70
+11% +$30.7K 0.14% 151
2023
Q4 		$282K Buy
623
+57
+10% +$25.3K 0.12% 157
2023
Q3 		$231K Sell
566
-4,909
-90% -$2.18M 0.12% 148
2023
Q2 		$2.52M Sell
5,475
-43
-0.8% -$20K 1.14% 20
2023
Q1 		$2.61M Sell
5,518
-35
-0.6% -$16.4K 1.28% 12
2022
Q4 		$2.7M Buy
5,553
+112
+2% +$52K 1.64% 11
2022
Q3 		$2.1M Buy
5,441
+407
+8% +$170K 1.4% 12
2022
Q2 		$2.16M Hold
5,034
– – 1.78% 10
2022
Q1 		$2.22M Sell
5,034
-101
-2% -$40.9K 1.58% 12
2021
Q4 		$1.82M Hold
5,135
– – 0.98% 28
2021
Q3 		$1.77M Hold
5,135
– – 1% 24
2021
Q2 		$1.94M Buy
5,135
+34
+0.7% +$13.1K 1.29% 18
2021
Q1 		$1.89M Hold
5,101
– – 2% 12
2020
Q4 		$1.81M Hold
5,101
– – 2.34% 10
2020
Q3 		$1.96M Hold
5,101
– – 2.83% 8
2020
Q2 		$1.86M Hold
5,101
– – 2.78% 8
2020
Q1 		$1.73M Hold
5,101
– – 2.83% 8
2019
Q4 		$1.99M Buy
+5,101
New +$1.96M 1.75% 14

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

Tempus Wealth Planning's LMT Position: Q2 2026 in Review

Tempus Wealth Planning increased its Lockheed Martin (LMT) stake by 2.3% in Q2 2026, buying an estimated $13.5K and bringing the position to 1,135 shares worth $578K. The position accounts for 0.11% of the portfolio, ranked #169.

Tempus Wealth Planning first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.7M in Q4 2022. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Tempus Wealth Planning held 1,135 shares of Lockheed Martin worth $578K as of Q2 2026.
  • Tempus Wealth Planning bought 25 Lockheed Martin shares in Q2 2026, an estimated $13.5K.
  • Lockheed Martin made up 0.11% of Tempus Wealth Planning's portfolio in Q2 2026, its #169 holding.
  • Tempus Wealth Planning first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • Tempus Wealth Planning's Lockheed Martin position peaked at $2.7M in Q4 2022.
  • 2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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