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

Total Wealth Planning & 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 		$734K Sell
1,440
-34
-2% -$18.4K 0.5% 60
2026
Q1 		$891K Sell
1,474
-2,874
-66% -$1.77M 0.66% 47
2025
Q4 		$2.1M Buy
+4,348
New +$2.08M 1.56% 11
2025
Q2 		$760K Sell
1,641
-37
-2% -$17.3K 0.62% 45
2025
Q1 		$750K Buy
1,678
+195
+13% +$89.8K 0.71% 35
2024
Q4 		$721K Buy
+1,483
New +$808K 0.65% 37

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

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

Total Wealth Planning & Management reduced its Lockheed Martin (LMT) stake by 2.3% in Q2 2026, selling an estimated $18.4K and leaving 1,440 shares worth $734K. The position accounts for 0.5% of the portfolio, ranked #60.

Total Wealth Planning & Management first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.1M in Q4 2025. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Total Wealth Planning & Management held 1,440 shares of Lockheed Martin worth $734K as of Q2 2026.
  • Total Wealth Planning & Management sold 34 Lockheed Martin shares in Q2 2026, an estimated $18.4K.
  • Lockheed Martin made up 0.5% of Total Wealth Planning & Management's portfolio in Q2 2026, its #60 holding.
  • Total Wealth Planning & Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Lockheed Martin position peaked at $2.1M in Q4 2025.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.