PWA
LMT icon

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
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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Providence Wealth Advisors's LMT Position: Q1 2026 in Review

Providence Wealth Advisors held its Lockheed Martin (LMT) position steady in Q1 2026 at 397 shares worth $245K. The position accounts for 0.16% of the portfolio, ranked #72.

Providence Wealth Advisors first reported a position in LMT in Q3 2024 and has held it in 3 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Providence Wealth Advisors held 397 shares of Lockheed Martin worth $245K as of Q1 2026.
  • Providence Wealth Advisors left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.16% of Providence Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • Providence Wealth Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 3 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.