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Procyon Advisors’s Lockheed Martin LMT Stock Holding History

Procyon 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 		$2.19M Sell
4,304
-227
-5% -$123K 0.09% 181
2026
Q1 		$2.74M Buy
4,531
+66
+1% +$40.7K 0.13% 149
2025
Q4 		$2.16M Buy
4,465
+92
+2% +$44K 0.11% 169
2025
Q3 		$2.18M Sell
4,373
-208
-5% -$94.4K 0.13% 132
2025
Q2 		$2.12M Sell
4,581
-776
-14% -$363K 0.2% 99
2025
Q1 		$2.29M Buy
5,357
+896
+20% +$412K 0.14% 160
2024
Q4 		$2.17M Buy
4,461
+324
+8% +$177K 0.14% 154
2024
Q3 		$2.42M Sell
4,137
-18
-0.4% -$9.66K 0.17% 138
2024
Q2 		$1.94M Buy
4,155
+306
+8% +$141K 0.14% 153
2024
Q1 		$1.75M Buy
3,849
+1
+0% +$438 0.14% 165
2023
Q4 		$1.74M Buy
3,848
+2,230
+138% +$988K 0.15% 157
2023
Q3 		$661K Sell
1,618
-41
-2% -$18.2K 0.07% 256
2023
Q2 		$764K Sell
1,659
-58
-3% -$26.9K 0.1% 197
2023
Q1 		$812K Buy
1,717
+33
+2% +$15.5K 0.13% 152
2022
Q4 		$819K Buy
1,684
+1,167
+226% +$542K 0.15% 142
2022
Q3 		$200K Sell
517
-7
-1% -$2.92K 0.05% 299
2022
Q2 		$225K Sell
524
-11
-2% -$4.83K 0.05% 291
2022
Q1 		$236K Sell
535
-702
-57% -$285K 0.05% 295
2021
Q4 		$440K Buy
1,237
+560
+83% +$194K 0.09% 197
2021
Q3 		$234K Buy
677
+144
+27% +$52.1K 0.06% 284
2021
Q2 		$202K Buy
+533
New +$205K 0.06% 284
2020
Q3 		– Sell
-220
Closed -$80K – 679
2020
Q2 		$80K Buy
220
+67
+44% +$25.3K 0.04% 321
2020
Q1 		$52K Sell
153
-5
-3% -$1.97K 0.03% 331
2019
Q4 		$62K Buy
+158
New +$60.6K 0.04% 320

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 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

Procyon Advisors's LMT Position: Q2 2026 in Review

Procyon Advisors reduced its Lockheed Martin (LMT) stake by 5% in Q2 2026, selling an estimated $123K and leaving 4,304 shares worth $2.19M. The position accounts for 0.09% of the portfolio, ranked #181.

Procyon Advisors first reported a position in LMT in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.74M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Procyon Advisors held 4,304 shares of Lockheed Martin worth $2.19M as of Q2 2026.
  • Procyon Advisors sold 227 Lockheed Martin shares in Q2 2026, an estimated $123K.
  • Lockheed Martin made up 0.09% of Procyon Advisors's portfolio in Q2 2026, its #181 holding.
  • Procyon Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 24 quarters since.
  • Procyon Advisors's Lockheed Martin position peaked at $2.74M in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.