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Prosperitas Financial’s Lockheed Martin LMT Stock Holding History

Prosperitas Financial’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
Q1 		$4.77M Buy
7,894
+207
+3% +$128K 1.78% 20
2025
Q4 		$3.72M Buy
7,687
+394
+5% +$189K 1.45% 28
2025
Q3 		$3.64M Buy
7,293
+550
+8% +$250K 1.51% 26
2025
Q2 		$3.12M Buy
6,743
+699
+12% +$327K 1.47% 27
2025
Q1 		$2.7M Buy
6,044
+547
+10% +$252K 1.4% 27
2024
Q4 		$2.67M Buy
5,497
+482
+10% +$263K 1.35% 28
2024
Q3 		$2.93M Buy
5,015
+352
+8% +$189K 1.58% 19
2024
Q2 		$2.18M Buy
4,663
+318
+7% +$147K 1.33% 25
2024
Q1 		$1.98M Buy
4,345
+753
+21% +$330K 1.27% 27
2023
Q4 		$1.63M Buy
3,592
+356
+11% +$158K 1.2% 27
2023
Q3 		$1.32M Buy
+3,236
New +$1.44M 1.03% 32

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prosperitas Financial's LMT Position: Q1 2026 in Review

Prosperitas Financial increased its Lockheed Martin (LMT) stake by 2.7% in Q1 2026, buying an estimated $128K and bringing the position to 7,894 shares worth $4.77M. The position accounts for 1.78% of the portfolio, ranked #20.

Prosperitas Financial first reported a position in LMT in Q3 2023 and has held it in 11 quarters since. 2,921 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Prosperitas Financial held 7,894 shares of Lockheed Martin worth $4.77M as of Q1 2026.
  • Prosperitas Financial bought 207 Lockheed Martin shares in Q1 2026, an estimated $128K.
  • Lockheed Martin made up 1.78% of Prosperitas Financial's portfolio in Q1 2026, its #20 holding.
  • Prosperitas Financial first reported a position in Lockheed Martin in Q3 2023 and has held it in 11 quarters since.
  • 2,921 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.