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Prospera Financial Services’s Lockheed Martin LMT Stock Holding History

Prospera Financial Services’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 		$5.39M Buy
10,569
+698
+7% +$377K 0.08% 267
2026
Q1 		$5.97M Buy
9,871
+95
+1% +$58.5K 0.1% 233
2025
Q4 		$4.73M Sell
9,776
-52
-0.5% -$24.9K 0.08% 255
2025
Q3 		$4.91M Sell
9,828
-5,336
-35% -$2.42M 0.08% 251
2025
Q2 		$7.03M Sell
15,164
-113
-0.7% -$52.9K 0.13% 173
2025
Q1 		$6.83M Sell
15,277
-384
-2% -$177K 0.16% 145
2024
Q4 		$7.62M Buy
15,661
+504
+3% +$275K 0.18% 130
2024
Q3 		$8.87M Buy
15,157
+2,183
+17% +$1.17M 0.23% 97
2024
Q2 		$6.07M Sell
12,974
-1,767
-12% -$817K 0.17% 128
2024
Q1 		$6.71M Sell
14,741
-1,679
-10% -$736K 0.2% 110
2023
Q4 		$7.44M Sell
16,420
-240
-1% -$106K 0.25% 90
2023
Q3 		$6.82M Buy
16,660
+1,108
+7% +$492K 0.26% 84
2023
Q2 		$7.17M Buy
15,552
+4,128
+36% +$1.92M 0.27% 86
2023
Q1 		$5.41M Buy
11,424
+4,995
+78% +$2.34M 0.22% 115
2022
Q4 		$3.13M Sell
6,429
-6,545
-50% -$3.04M 0.16% 154
2022
Q3 		$5.02M Buy
12,974
+1,031
+9% +$431K 0.26% 88
2022
Q2 		$5.13M Sell
11,943
-9,542
-44% -$4.19M 0.26% 80
2022
Q1 		$9.49M Sell
21,485
-3,845
-15% -$1.56M 0.4% 31
2021
Q4 		$9.01M Buy
25,330
+575
+2% +$199K 0.39% 40
2021
Q3 		$8.55M Buy
24,755
+9,023
+57% +$3.27M 0.43% 33
2021
Q2 		$5.96M Buy
15,732
+257
+2% +$98.8K 0.3% 77
2021
Q1 		$5.72M Sell
15,475
-815
-5% -$280K 0.34% 52
2020
Q4 		$5.79M Buy
16,290
+11,433
+235% +$4.2M 0.4% 38
2020
Q3 		$1.86M Sell
4,857
-10,478
-68% -$4M 0.71% 29
2020
Q2 		$5.47M Buy
15,335
+3,942
+35% +$1.49M 0.48% 26
2020
Q1 		$3.86M Sell
11,393
-8,713
-43% -$3.43M 0.41% 44
2019
Q4 		$7.83M Buy
20,106
+9,604
+91% +$3.69M 0.6% 18
2019
Q3 		$4.1M Buy
10,502
+89
+0.9% +$33.5K 0.42% 37
2019
Q2 		$3.8M Buy
10,413
+6,014
+137% +$2.01M 0.43% 36
2019
Q1 		$1.34M Buy
4,399
+1,375
+45% +$403K 0.44% 69
2018
Q4 		$796K Buy
3,024
+525
+21% +$159K 0.16% 137
2018
Q3 		$808K Sell
2,499
-873
-26% -$282K 0.15% 148
2018
Q2 		$1M Sell
3,372
-1,942
-37% -$626K 0.14% 139
2018
Q1 		$1.8M Buy
5,314
+624
+13% +$212K 0.25% 85
2017
Q4 		$1.52M Buy
4,690
+402
+9% +$127K 0.23% 95
2017
Q3 		$1.34M Buy
4,288
+805
+23% +$240K 0.2% 106
2017
Q2 		$973K Sell
3,483
-356
-9% -$97.8K 0.16% 129
2017
Q1 		$1.03M Buy
3,839
+1,548
+68% +$405K 0.18% 111
2016
Q4 		$576K Buy
2,291
+521
+29% +$130K 0.11% 163
2016
Q3 		$424K Sell
1,770
-13
-0.7% -$3.25K 0.09% 209
2016
Q2 		$442K Buy
1,783
+37
+2% +$8.72K 0.09% 190
2016
Q1 		$386K Sell
1,746
-788
-31% -$170K 0.09% 174
2015
Q4 		$550K Buy
2,534
+336
+15% +$72.9K 0.12% 121
2015
Q3 		$432K Sell
2,198
-1,431
-39% -$291K 0.11% 133
2015
Q2 		$653K Sell
3,629
-217
-6% -$41.8K 0.16% 105
2015
Q1 		$757K Sell
3,846
-776
-17% -$153K 0.17% 86
2014
Q4 		$890K Sell
4,622
-173
-4% -$32.1K 0.22% 73
2014
Q3 		$826K Buy
4,795
+566
+13% +$96.3K 0.22% 66
2014
Q2 		$680K Buy
+4,229
New +$688K 0.18% 89
2014
Q1 		– Sell
-3,722
Closed -$553K – 278
2013
Q4 		$553K Buy
+3,722
New +$506K 0.19% 89

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

Prospera Financial Services's LMT Position: Q2 2026 in Review

Prospera Financial Services increased its Lockheed Martin (LMT) stake by 7.1% in Q2 2026, buying an estimated $377K and bringing the position to 10,569 shares worth $5.39M. The position accounts for 0.08% of the portfolio, ranked #267.

Prospera Financial Services first reported a position in LMT in Q4 2013 and has held it in 50 quarters since. The position peaked at $9.49M in Q1 2022. 901 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Prospera Financial Services held 10,569 shares of Lockheed Martin worth $5.39M as of Q2 2026.
  • Prospera Financial Services bought 698 Lockheed Martin shares in Q2 2026, an estimated $377K.
  • Lockheed Martin made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #267 holding.
  • Prospera Financial Services first reported a position in Lockheed Martin in Q4 2013 and has held it in 50 quarters since.
  • Prospera Financial Services's Lockheed Martin position peaked at $9.49M in Q1 2022.
  • 901 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.