Prevail Innovative Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Prevail Innovative Wealth Advisors’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	$415K	Buy	814 +441	+118%	+$238K	0.06%	137
2026 Q1	$225K	Sell	373 -3,836	-91%	-$2.36M	0.04%	168
2025 Q4	$2.04M	Buy	4,209 +518	+14%	+$248K	0.36%	100
2025 Q3	$1.84M	Buy	3,691 +1,436	+64%	+$652K	0.36%	101
2025 Q2	$1.04M	Buy	+2,255	New	+$1.06M	0.23%	126

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

Prevail Innovative Wealth Advisors's LMT Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Lockheed Martin (LMT) stake by 118% in Q2 2026, buying an estimated $238K and bringing the position to 814 shares worth $415K. The position accounts for 0.06% of the portfolio, ranked #137.

Prevail Innovative Wealth Advisors first reported a position in LMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.04M in Q4 2025. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Prevail Innovative Wealth Advisors held 814 shares of Lockheed Martin worth $415K as of Q2 2026.
Prevail Innovative Wealth Advisors bought 441 Lockheed Martin shares in Q2 2026, an estimated $238K.
Lockheed Martin made up 0.06% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Prevail Innovative Wealth Advisors first reported a position in Lockheed Martin in Q2 2025 and has held it in 5 quarters since.
Prevail Innovative Wealth Advisors's Lockheed Martin position peaked at $2.04M in Q4 2025.
1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.