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Primoris Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Primoris 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 		– Sell
-365
Closed -$221K – 129
2026
Q1 		$221K Buy
+365
New +$225K 0.15% 86
2025
Q3 		– Sell
-456
Closed -$211K – 111
2025
Q2 		$211K Sell
456
-17
-4% -$7.96K 0.14% 89
2025
Q1 		$211K Sell
473
-7,594
-94% -$3.5M 0.16% 92
2024
Q4 		$3.92M Sell
8,067
-462
-5% -$252K 2.98% 10
2024
Q3 		$4.99M Sell
8,529
-427
-5% -$229K 3.62% 4
2024
Q2 		$4.18M Buy
8,956
+78
+0.9% +$36K 3.34% 8
2024
Q1 		$4.04M Sell
8,878
-37
-0.4% -$16.2K 3.23% 8
2023
Q4 		$4.03M Sell
8,915
-132
-1% -$58.5K 3.8% 4
2023
Q3 		$3.7M Sell
9,047
-197
-2% -$87.4K 4.47% 5
2023
Q2 		$4.26M Sell
9,244
-56
-0.6% -$26K 4.67% 4
2023
Q1 		$4.4M Sell
9,300
-54
-0.6% -$25.3K 5.41% 3
2022
Q4 		$4.55M Sell
9,354
-121
-1% -$56.2K 7.01% 2
2022
Q3 		$3.7M Sell
9,475
-223
-2% -$93.1K 6.6% 3
2022
Q2 		$4.18M Sell
9,698
-188
-2% -$82.5K 6% 1
2022
Q1 		$4.37M Buy
+9,886
New +$4.01M 4.07% 6

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Primoris Wealth Advisors's LMT Position: Q2 2026 in Review

Primoris Wealth Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 365 shares — an estimated $221K sold.

Primoris Wealth Advisors first reported a position in LMT in Q1 2022 and held it in 15 quarters. The position peaked at $4.99M in Q3 2024. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Primoris Wealth Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 365 Lockheed Martin shares in Q2 2026, an estimated $221K.
  • Primoris Wealth Advisors first reported a position in Lockheed Martin in Q1 2022 and held it in 15 quarters.
  • Primoris Wealth Advisors's Lockheed Martin position peaked at $4.99M in Q3 2024.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.