PWM
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Prentice Wealth Management’s Lockheed Martin LMT Stock Holding History

Prentice Wealth 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 		$319K Hold
627
– – 0.07% 100
2026
Q1 		$379K Buy
627
+9
+1% +$5.54K 0.09% 91
2025
Q4 		$299K Sell
618
-110
-15% -$52.6K 0.07% 99
2025
Q3 		$363K Sell
728
-220
-23% -$99.8K 0.09% 89
2025
Q2 		$439K Sell
948
-40
-4% -$18.7K 0.12% 83
2025
Q1 		$441K Sell
988
-36
-4% -$16.6K 0.13% 86
2024
Q4 		$498K Buy
1,024
+1
+0.1% +$545 0.14% 80
2024
Q3 		$598K Sell
1,023
-18
-2% -$9.66K 0.18% 67
2024
Q2 		$486K Sell
1,041
-13
-1% -$6.01K 0.16% 79
2024
Q1 		$479K Buy
1,054
+66
+7% +$28.9K 0.17% 79
2023
Q4 		$448K Buy
988
+12
+1% +$5.32K 0.17% 71
2023
Q3 		$399K Sell
976
-28
-3% -$12.4K 0.18% 68
2023
Q2 		$462K Buy
1,004
+32
+3% +$14.9K 0.21% 63
2023
Q1 		$459K Sell
972
-10
-1% -$4.69K 0.22% 54
2022
Q4 		$478K Sell
982
-29
-3% -$13.5K 0.24% 46
2022
Q3 		$391K Buy
+1,011
New +$422K 0.21% 44
2022
Q2 		– Sell
-1,047
Closed -$464K – 167
2022
Q1 		$464K Buy
1,047
+29
+3% +$11.8K 0.22% 47
2021
Q4 		$359K Sell
1,018
-65
-6% -$22.5K 0.17% 61
2021
Q3 		$374K Buy
1,083
+17
+2% +$6.15K 0.18% 55
2021
Q2 		$403K Buy
1,066
+1
+0.1% +$384 0.21% 53
2021
Q1 		$394K Buy
+1,065
New +$365K 0.22% 46

Other funds holding LMT

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Prentice Wealth Management's LMT Position: Q2 2026 in Review

Prentice Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 627 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #100.

Prentice Wealth Management first reported a position in LMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $598K in Q3 2024. 564 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Prentice Wealth Management held 627 shares of Lockheed Martin worth $319K as of Q2 2026.
  • Prentice Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.07% of Prentice Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Prentice Wealth Management first reported a position in Lockheed Martin in Q1 2021 and has held it in 21 quarters since.
  • Prentice Wealth Management's Lockheed Martin position peaked at $598K in Q3 2024.
  • 564 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.