Valtinson Bruner Financial Planning’s Lockheed Martin LMT Stock Holding History

Valtinson Bruner Financial 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 Q1	$294K	Sell	487 -106	-18%	-$65.3K	0.08%	124
2025 Q4	$287K	Hold	593	–	–	0.08%	127
2025 Q3	$296K	Hold	593	–	–	0.09%	122
2025 Q2	$274K	Buy	593 +33	+6%	+$15.4K	0.09%	120
2025 Q1	$250K	Buy	560 +2	+0.4%	+$921	0.08%	113
2024 Q4	$271K	Hold	558	–	–	0.09%	119
2024 Q3	$326K	Hold	558	–	–	0.11%	103
2024 Q2	$261K	Hold	558	–	–	0.1%	106
2024 Q1	$254K	Buy	558 +1	+0.2%	+$438	0.11%	102
2023 Q4	$253K	Hold	557	–	–	0.13%	101
2023 Q3	$228K	Hold	557	–	–	0.12%	105
2023 Q2	$257K	Hold	557	–	–	0.14%	100
2023 Q1	$263K	Hold	557	–	–	0.15%	101
2022 Q4	$246K	Sell	557 -43	-7%	-$20K	0.14%	103
2022 Q3	$232K	Sell	600 -22	-4%	-$9.19K	0.14%	90
2022 Q2	$268K	Hold	622	–	–	0.16%	81
2022 Q1	$291K	Hold	622	–	–	0.17%	76
2021 Q4	$221K	Buy	622 +4	+0.6%	+$1.38K	0.12%	88
2021 Q3	$229K	Hold	618	–	–	0.13%	82
2021 Q2	$232K	Hold	618	–	–	0.13%	74
2021 Q1	$242K	Hold	618	–	–	0.14%	73
2020 Q4	$212K	Hold	618	–	–	0.13%	73
2020 Q3	$218K	Hold	618	–	–	0.15%	68
2020 Q2	$238K	Buy	618 +22	+4%	+$8.31K	0.17%	71
2020 Q1	$227K	Buy	596 +6	+1%	+$2.36K	0.18%	64
2019 Q4	$244K	Hold	590	–	–	0.18%	66
2019 Q3	$225K	Buy	+590	New	+$222K	0.18%	61

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valtinson Bruner Financial Planning's LMT Position: Q1 2026 in Review

Valtinson Bruner Financial Planning reduced its Lockheed Martin (LMT) stake by 18% in Q1 2026, selling an estimated $65.3K and leaving 487 shares worth $294K. The position accounts for 0.08% of the portfolio, ranked #124.

Valtinson Bruner Financial Planning first reported a position in LMT in Q3 2019 and has held it in 27 quarters since. The position peaked at $326K in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Valtinson Bruner Financial Planning held 487 shares of Lockheed Martin worth $294K as of Q1 2026.
Valtinson Bruner Financial Planning sold 106 Lockheed Martin shares in Q1 2026, an estimated $65.3K.
Lockheed Martin made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #124 holding.
Valtinson Bruner Financial Planning first reported a position in Lockheed Martin in Q3 2019 and has held it in 27 quarters since.
Valtinson Bruner Financial Planning's Lockheed Martin position peaked at $326K in Q3 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.