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Prosperity Financial Group’s Lockheed Martin LMT Stock Holding History

Prosperity Financial 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 		– Sell
-337
Closed -$204K – 196
2026
Q1 		$204K Buy
+337
New +$208K 0.08% 181
2025
Q3 		– Sell
-470
Closed -$218K – 189
2025
Q2 		$218K Sell
470
-9
-2% -$4.21K 0.09% 153
2025
Q1 		$214K Buy
479
+33
+7% +$15.2K 0.11% 148
2024
Q4 		$217K Buy
446
+100
+29% +$54.5K 0.11% 149
2024
Q3 		$202K Buy
+346
New +$186K 0.11% 143

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 Financial Group's LMT Position: Q2 2026 in Review

Prosperity Financial Group sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 337 shares — an estimated $204K sold.

Prosperity Financial Group first reported a position in LMT in Q3 2024 and held it in 5 quarters. The position peaked at $218K in Q2 2025. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Prosperity Financial Group reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Prosperity Financial Group sold 337 Lockheed Martin shares in Q2 2026, an estimated $204K.
  • Prosperity Financial Group first reported a position in Lockheed Martin in Q3 2024 and held it in 5 quarters.
  • Prosperity Financial Group's Lockheed Martin position peaked at $218K in Q2 2025.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.