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Poinciana Advisors Group’s Lockheed Martin LMT Stock Holding History

Poinciana Advisors Group’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 		– Sell
-479
Closed -$290K – 129
2026
Q1 		$290K Hold
479
– – 0.23% 78
2025
Q4 		$232K Buy
+479
New +$229K 0.18% 116

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Poinciana Advisors Group's LMT Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 479 shares — an estimated $290K sold.

Poinciana Advisors Group first reported a position in LMT in Q4 2025 and held it in 2 quarters. The position peaked at $290K in Q1 2026. 1,050 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Poinciana Advisors Group reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 479 Lockheed Martin shares in Q2 2026, an estimated $290K.
  • Poinciana Advisors Group first reported a position in Lockheed Martin in Q4 2025 and held it in 2 quarters.
  • Poinciana Advisors Group's Lockheed Martin position peaked at $290K in Q1 2026.
  • 1,050 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.