Planning Strategies Inc.’s Lockheed Martin LMT Stock Holding History

Planning Strategies Inc.’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	$8.66K	Buy	+17	New	+$9.19K	0.01%	347

Other funds holding LMT

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Planning Strategies Inc.'s LMT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Lockheed Martin (LMT) in Q2 2026: 17 shares worth $8.66K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings.

1,183 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Planning Strategies Inc. held 17 shares of Lockheed Martin worth $8.66K as of Q2 2026.
Lockheed Martin was a new Planning Strategies Inc. position in Q2 2026.
Lockheed Martin made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #347 holding.
1,183 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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