Principia Wealth Advisory’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$116K Buy
228
+217
+1,973% +$117K 0.06% 102
2026
Q1
$6.65K Buy
11
+2
+22% +$1.23K ﹤0.01% 252
2025
Q4
$4.35K Hold
9
– – ﹤0.01% 299
2025
Q3
$4.49K Hold
9
– – ﹤0.01% 283
2025
Q2
$4.17K Buy
9
+7
+350% +$3.28K ﹤0.01% 258
2025
Q1
$924 Sell
2
-4
-67% -$1.84K ﹤0.01% 414
2024
Q4
$2.92K Buy
+6
New +$3.27K ﹤0.01% 194

Other funds holding LMT

Principia Wealth Advisory's LMT Position: Q2 2026 in Review

Principia Wealth Advisory increased its Lockheed Martin (LMT) stake by 1,973% in Q2 2026, buying an estimated $117K and bringing the position to 228 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #102.

Principia Wealth Advisory first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Principia Wealth Advisory held 228 shares of Lockheed Martin worth $116K as of Q2 2026.
  • Principia Wealth Advisory bought 217 Lockheed Martin shares in Q2 2026, an estimated $117K.
  • Lockheed Martin made up 0.06% of Principia Wealth Advisory's portfolio in Q2 2026, its #102 holding.
  • Principia Wealth Advisory first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.