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Prosperity Capital Advisors’s Lockheed Martin LMT Stock Holding History

Prosperity Capital 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 		$585K Sell
1,149
-28
-2% -$15.1K 0.03% 255
2026
Q1 		$711K Sell
1,177
-1,107
-48% -$682K 0.04% 223
2025
Q4 		$1.1M Sell
2,284
-907
-28% -$434K 0.07% 162
2025
Q3 		$1.59M Sell
3,191
-266
-8% -$121K 0.09% 141
2025
Q2 		$1.6M Buy
3,457
+493
+17% +$231K 0.1% 133
2025
Q1 		$1.33M Buy
2,964
+70
+2% +$32.2K 0.11% 134
2024
Q4 		$1.41M Sell
2,894
-20
-0.7% -$10.9K 0.11% 130
2024
Q3 		$1.7M Buy
2,914
+15
+0.5% +$8.05K 0.15% 114
2024
Q2 		$1.35M Buy
2,899
+872
+43% +$403K 0.15% 105
2024
Q1 		$922K Buy
2,027
+928
+84% +$407K 0.11% 145
2023
Q4 		$498K Sell
1,099
-41
-4% -$18.2K 0.05% 149
2023
Q3 		$466K Buy
1,140
+693
+155% +$307K 0.06% 145
2023
Q2 		$206K Sell
447
-51
-10% -$23.7K 0.03% 220
2023
Q1 		$235K Sell
498
-19
-4% -$8.91K 0.04% 184
2022
Q4 		$251K Buy
+517
New +$240K 0.08% 165

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

Prosperity Capital Advisors's LMT Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Lockheed Martin (LMT) stake by 2.4% in Q2 2026, selling an estimated $15.1K and leaving 1,149 shares worth $585K. The position accounts for 0.03% of the portfolio, ranked #255.

Prosperity Capital Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q3 2024. 1,009 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Prosperity Capital Advisors held 1,149 shares of Lockheed Martin worth $585K as of Q2 2026.
  • Prosperity Capital Advisors sold 28 Lockheed Martin shares in Q2 2026, an estimated $15.1K.
  • Lockheed Martin made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #255 holding.
  • Prosperity Capital Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Lockheed Martin position peaked at $1.7M in Q3 2024.
  • 1,009 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.