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Prosperity Consulting Group’s Lockheed Martin LMT Stock Holding History

Prosperity Consulting Group’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 		$1.18M Buy
2,309
+256
+12% +$138K 0.04% 237
2026
Q1 		$1.24M Buy
2,053
+118
+6% +$72.7K 0.06% 216
2025
Q4 		$936K Sell
1,935
-1,261
-39% -$603K 0.04% 259
2025
Q3 		$1.6M Buy
3,196
+175
+6% +$79.4K 0.08% 192
2025
Q2 		$1.4M Sell
3,021
-126
-4% -$59K 0.1% 182
2025
Q1 		$1.41M Sell
3,147
-8
-0.3% -$3.68K 0.11% 180
2024
Q4 		$1.53M Sell
3,155
-252
-7% -$137K 0.12% 177
2024
Q3 		$1.99M Buy
3,407
+1,673
+96% +$898K 0.16% 150
2024
Q2 		$810K Buy
1,734
+56
+3% +$25.9K 0.11% 138
2024
Q1 		$763K Buy
1,678
+199
+13% +$87.2K 0.1% 149
2023
Q4 		$670K Buy
1,479
+557
+60% +$247K 0.22% 85
2023
Q3 		$377K Buy
922
+362
+65% +$161K 0.17% 103
2023
Q2 		$258K Buy
560
+1
+0.2% +$464 0.16% 93
2023
Q1 		$264K Sell
559
-109
-16% -$51.1K 0.17% 93
2022
Q4 		$325K Buy
+668
New +$310K 0.22% 80
2022
Q3 		– Sell
-544
Closed -$234K – 99
2022
Q2 		$234K Sell
544
-1
-0.2% -$439 0.2% 81
2022
Q1 		$240K Sell
545
-6
-1% -$2.43K 0.18% 89
2021
Q4 		$214K Buy
+551
New +$191K 0.16% 92

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Prosperity Consulting Group's LMT Position: Q2 2026 in Review

Prosperity Consulting Group increased its Lockheed Martin (LMT) stake by 12% in Q2 2026, buying an estimated $138K and bringing the position to 2,309 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #237.

Prosperity Consulting Group first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.99M in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Prosperity Consulting Group held 2,309 shares of Lockheed Martin worth $1.18M as of Q2 2026.
  • Prosperity Consulting Group bought 256 Lockheed Martin shares in Q2 2026, an estimated $138K.
  • Lockheed Martin made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #237 holding.
  • Prosperity Consulting Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's Lockheed Martin position peaked at $1.99M in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.