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WealthPlan Investment Management’s Lockheed Martin LMT Stock Holding History

WealthPlan Investment 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 		$4.25M Sell
8,338
-1,584
-16% -$856K 0.21% 97
2026
Q1 		$6M Sell
9,922
-3,325
-25% -$2.05M 0.33% 74
2025
Q4 		$6.41M Sell
13,247
-7,527
-36% -$3.6M 0.41% 72
2025
Q3 		$10.4M Buy
20,774
+502
+2% +$228K 0.69% 50
2025
Q2 		$9.39M Buy
20,272
+2,129
+12% +$997K 0.68% 51
2025
Q1 		$8.1M Buy
18,143
+2,456
+16% +$1.13M 0.8% 44
2024
Q4 		$7.62M Buy
15,687
+213
+1% +$116K 0.75% 47
2024
Q3 		$9.05M Buy
15,474
+3,637
+31% +$1.95M 0.92% 40
2024
Q2 		$5.53M Buy
11,837
+247
+2% +$114K 0.84% 53
2024
Q1 		$5.27M Buy
11,590
+474
+4% +$208K 0.8% 53
2023
Q4 		$5.04M Sell
11,116
-109
-1% -$48.3K 0.81% 52
2023
Q3 		$4.59M Buy
11,225
+6,833
+156% +$3.03M 0.81% 49
2023
Q2 		$2.02M Sell
4,392
-6,453
-60% -$3M 0.6% 59
2023
Q1 		$5.13M Sell
10,845
-13,307
-55% -$6.24M 0.88% 44
2022
Q4 		$11.6M Sell
24,152
-2,248
-9% -$1.04M 0.81% 44
2022
Q3 		$12.7M Buy
+26,400
New +$11M 0.93% 42
2022
Q1 		$12.3M Buy
+28,363
New +$11.5M 0.85% 41

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

WealthPlan Investment Management's LMT Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Lockheed Martin (LMT) stake by 16% in Q2 2026, selling an estimated $856K and leaving 8,338 shares worth $4.25M. The position accounts for 0.21% of the portfolio, ranked #97.

WealthPlan Investment Management first reported a position in LMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.7M in Q3 2022. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • WealthPlan Investment Management held 8,338 shares of Lockheed Martin worth $4.25M as of Q2 2026.
  • WealthPlan Investment Management sold 1,584 Lockheed Martin shares in Q2 2026, an estimated $856K.
  • Lockheed Martin made up 0.21% of WealthPlan Investment Management's portfolio in Q2 2026, its #97 holding.
  • WealthPlan Investment Management first reported a position in Lockheed Martin in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Lockheed Martin position peaked at $12.7M in Q3 2022.
  • 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.