Wrenne Financial Planning’s Lockheed Martin LMT Stock Holding History

Wrenne 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 Q2	$209K	Buy	+411	New	+$222K	0.07%	59

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wrenne Financial Planning's LMT Position: Q2 2026 in Review

Wrenne Financial Planning opened a new position in Lockheed Martin (LMT) in Q2 2026: 411 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #59 among its holdings.

1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Wrenne Financial Planning held 411 shares of Lockheed Martin worth $209K as of Q2 2026.
Lockheed Martin was a new Wrenne Financial Planning position in Q2 2026.
Lockheed Martin made up 0.07% of Wrenne Financial Planning's portfolio in Q2 2026, its #59 holding.
1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.