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Provenance Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Provenance Wealth 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 		$509 Buy
+1
New +$541 ﹤0.01% 572
2026
Q1 		– Sell
-15
Closed -$7.25K – 428
2025
Q4 		$7.25K Sell
15
-19
-56% -$9.09K ﹤0.01% 326
2025
Q3 		$17K Hold
34
– – ﹤0.01% 303
2025
Q2 		$15.7K Hold
34
– – ﹤0.01% 287
2025
Q1 		$15.2K Hold
34
– – ﹤0.01% 300
2024
Q4 		$16.5K Hold
34
– – ﹤0.01% 286
2024
Q3 		$19.9K Buy
34
+19
+127% +$10.2K ﹤0.01% 288
2024
Q2 		$7.01K Sell
15
-19
-56% -$8.78K ﹤0.01% 309
2024
Q1 		$15.5K Buy
34
+19
+127% +$8.33K ﹤0.01% 291
2023
Q4 		$6.8K Buy
+15
New +$6.65K ﹤0.01% 341

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

Provenance Wealth Advisors's LMT Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Lockheed Martin (LMT) in Q2 2026: 1 share worth $509. The stake represents ﹤0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in LMT as recently as Q4 2025.

Provenance Wealth Advisors first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.9K in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Provenance Wealth Advisors held 1 share of Lockheed Martin worth $509 as of Q2 2026.
  • Lockheed Martin was a new Provenance Wealth Advisors position in Q2 2026.
  • Lockheed Martin made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #572 holding.
  • Provenance Wealth Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • Provenance Wealth Advisors's Lockheed Martin position peaked at $19.9K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.