PRIMORIS WEALTH ADVISORS, LLC
Position in LMT — Lockheed Martin Corp
CIK 1909619
North Palm Beach, FL
Position in LMT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$220,602
+$9,411 QoQ
Shares Held
365
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026PRIMORIS WEALTH ADVISORS, LLC holds $835,289 across 3 Aerospace & Defense names. LMT ranks #2 (26.4% of the industry book) .
All Filings in LMT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,602 | 365 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $211,191 | 456 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $211,293 | 473 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,920,077 | 8,067 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,985,712 | 8,529 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,183,347 | 8,956 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,038,335 | 8,878 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,040,634 | 8,915 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,699,861 | 9,047 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,255,752 | 9,244 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,396,389 | 9,300 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,550,627 | 9,354 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,660,097 | 9,475 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,169,752 | 9,698 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,363,680 | 9,886 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||