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Lockheed Martin Corporation shares owned by Holistic Planning

Quarter-by-quarter ownership of Lockheed Martin Corporation (LMT) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Lockheed Martin Corporation

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All positions including Lockheed Martin Corporation held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lockheed Martin Corporation by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 461 499.42
2025-06-30 $232k 502 462.96
2025-03-31 $234k 524 446.92
2024-12-31 $262k 539 485.63
2024-09-30 $285k 488 584.75

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Top funds holding Lockheed Martin Corporation

State Street Corporation
Vanguard Group
BlackRock
Charles Schwab Investment Management
Morgan Stanley
Geode Capital Management
Capital World Investors
Citadel Advisors
Susquehanna International
Wellington Management Company
FMR
Invesco
Northern Trust
UBS Group
Royal Bank of Canada

View all funds holding Lockheed Martin Corporation