Diversify Wealth Management’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.88M Buy
15,306
+596
+4% +$322K 0.15% 145
2026
Q1
$7.5M Buy
14,710
+6,811
+86% +$4.2M 0.13% 167
2025
Q4
$4.41M Sell
7,899
-288
-4% -$138K 0.21% 129
2025
Q3
$3.99M Buy
8,187
+287
+4% +$130K 0.23% 126
2025
Q2
$3.41M Buy
7,900
+1,031
+15% +$483K 0.21% 134
2025
Q1
$3.27M Buy
6,869
+1,342
+24% +$618K 0.24% 121
2024
Q4
$2.59M Buy
5,527
+1,528
+38% +$833K 0.2% 130
2024
Q3
$2.28M Buy
3,999
+832
+26% +$447K 0.22% 119
2024
Q2
$1.73M Buy
+3,167
New +$1.46M 0.21% 107

Other funds holding LMT

Diversify Wealth Management's LMT Position: Q2 2026 in Review

Diversify Wealth Management increased its Lockheed Martin (LMT) stake by 4.1% in Q2 2026, buying an estimated $322K and bringing the position to 15,306 shares worth $8.88M. The position accounts for 0.15% of the portfolio, ranked #145.

Diversify Wealth Management first reported a position in LMT in Q2 2024 and has held it in 9 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Diversify Wealth Management held 15,306 shares of Lockheed Martin worth $8.88M as of Q2 2026.
  • Diversify Wealth Management bought 596 Lockheed Martin shares in Q2 2026, an estimated $322K.
  • Lockheed Martin made up 0.15% of Diversify Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Diversify Wealth Management first reported a position in Lockheed Martin in Q2 2024 and has held it in 9 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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