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Prota Financial’s Lockheed Martin LMT Stock Holding History

Prota 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
Q2 		$628K Buy
1,204
+234
+24% +$127K 0.41% 41
2026
Q1 		$586K Sell
970
-86
-8% -$53K 0.42% 37
2025
Q4 		$511K Buy
+1,056
New +$505K 0.37% 36

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

Prota Financial's LMT Position: Q2 2026 in Review

Prota Financial increased its Lockheed Martin (LMT) stake by 24% in Q2 2026, buying an estimated $127K and bringing the position to 1,204 shares worth $628K. The position accounts for 0.41% of the portfolio, ranked #41.

Prota Financial first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Prota Financial held 1,204 shares of Lockheed Martin worth $628K as of Q2 2026.
  • Prota Financial bought 234 Lockheed Martin shares in Q2 2026, an estimated $127K.
  • Lockheed Martin made up 0.41% of Prota Financial's portfolio in Q2 2026, its #41 holding.
  • Prota Financial first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.