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Prime Capital Investment Advisors’s Lockheed Martin LMT Stock Holding History

Prime Capital Investment 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
2025
Q4 		– Sell
-900
Closed -$14.1K – 1073
2025
Q3 		$14.1K Hold
900
– – ﹤0.01% 995
2025
Q2 		$52.2K Hold
900
– – ﹤0.01% 929
2025
Q1 		$68.2K Hold
900
– – ﹤0.01% 1020
2024
Q4 		$45.2K Hold
900
– – ﹤0.01% 918
2024
Q3 		$19.1K Buy
+900
New +$483K ﹤0.01% 914

Other funds holding LMT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Prime Capital Investment Advisors's LMT Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Lockheed Martin (LMT) stake by 8.5% in Q2 2026, selling an estimated $527K and leaving 10,437 shares worth $5.32M. The position accounts for 0.05% of the portfolio, ranked #226.

Prime Capital Investment Advisors first reported a position in LMT in Q4 2017 and has held it in 32 quarters since. The position peaked at $20.8M in Q1 2025. 1,654 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Prime Capital Investment Advisors held 10,437 shares of Lockheed Martin worth $5.32M as of Q2 2026.
  • Prime Capital Investment Advisors sold 975 Lockheed Martin shares in Q2 2026, an estimated $527K.
  • Lockheed Martin made up 0.05% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #226 holding.
  • Prime Capital Investment Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 32 quarters since.
  • Prime Capital Investment Advisors's Lockheed Martin position peaked at $20.8M in Q1 2025.
  • 1,654 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.