UFPG
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United Financial Planning Group’s Lockheed Martin LMT Stock Holding History

United Financial Planning Group’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 		$23.9K Sell
47
-25
-35% -$13.5K 0.01% 152
2026
Q1 		$43.5K Buy
72
+11
+18% +$6.78K 0.03% 88
2025
Q4 		$29.5K Buy
61
+11
+22% +$5.26K 0.02% 115
2025
Q3 		$25K Buy
+50
New +$22.7K 0.02% 112

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

United Financial Planning Group's LMT Position: Q2 2026 in Review

United Financial Planning Group reduced its Lockheed Martin (LMT) stake by 35% in Q2 2026, selling an estimated $13.5K and leaving 47 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #152.

United Financial Planning Group first reported a position in LMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $43.5K in Q1 2026. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • United Financial Planning Group held 47 shares of Lockheed Martin worth $23.9K as of Q2 2026.
  • United Financial Planning Group sold 25 Lockheed Martin shares in Q2 2026, an estimated $13.5K.
  • Lockheed Martin made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #152 holding.
  • United Financial Planning Group first reported a position in Lockheed Martin in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Lockheed Martin position peaked at $43.5K in Q1 2026.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.