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Providence Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Providence 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 		$214K Hold
397
– – 0.13% 80
2026
Q1 		$245K Hold
397
– – 0.16% 72
2025
Q4 		$203K Buy
+397
New +$190K 0.13% 80
2024
Q4 		– Sell
-397
Closed -$228K – 83
2024
Q3 		$228K Buy
+397
New +$213K 0.17% 74

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

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

Providence Wealth Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 397 shares worth $214K. The position accounts for 0.13% of the portfolio, ranked #80.

Providence Wealth Advisors first reported a position in LMT in Q3 2024 and has held it in 4 quarters since. The position peaked at $245K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Providence Wealth Advisors held 397 shares of Lockheed Martin worth $214K as of Q2 2026.
  • Providence Wealth Advisors left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.13% of Providence Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Providence Wealth Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 4 quarters since.
  • Providence Wealth Advisors's Lockheed Martin position peaked at $245K in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Providence Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.