Prota Financial
LMT icon

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
Q3 		$602K Sell
1,191
-13
-1% -$7.15K 0.38% 46
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

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Prota Financial's LMT Position: Q3 2026 in Review

Prota Financial reduced its Lockheed Martin (LMT) stake by 1.1% in Q3 2026, selling an estimated $7.15K and leaving 1,191 shares worth $602K. The position accounts for 0.38% of the portfolio, ranked #46.

Prota Financial first reported a position in LMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $628K in Q2 2026. 858 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Prota Financial held 1,191 shares of Lockheed Martin worth $602K as of Q3 2026.
  • Prota Financial sold 13 Lockheed Martin shares in Q3 2026, an estimated $7.15K.
  • Lockheed Martin made up 0.38% of Prota Financial's portfolio in Q3 2026, its #46 holding.
  • Prota Financial first reported a position in Lockheed Martin in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's Lockheed Martin position peaked at $628K in Q2 2026.
  • 858 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.