Drive Wealth Management’s Lockheed Martin LMT Stock Holding History

Drive Wealth Management’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	$551K	Buy	1,082 +194	+22%	+$105K	0.1%	174
2026 Q1	$537K	Buy	888 +44	+5%	+$27.1K	0.11%	147
2025 Q4	$408K	Buy	844 +435	+106%	+$208K	0.08%	195
2025 Q3	$204K	Buy	+409	New	+$186K	0.04%	336
2022 Q1	–	Sell	-1,703	Closed	-$605K	–	178
2021 Q4	$605K	Buy	+1,703	New	+$589K	0.53%	43

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Drive Wealth Management increased its Lockheed Martin (LMT) stake by 22% in Q2 2026, buying an estimated $105K and bringing the position to 1,082 shares worth $551K. The position accounts for 0.1% of the portfolio, ranked #174.

Drive Wealth Management first reported a position in LMT in Q4 2021 and has held it in 5 quarters since. The position peaked at $605K in Q4 2021. 1,007 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Drive Wealth Management held 1,082 shares of Lockheed Martin worth $551K as of Q2 2026.
Drive Wealth Management bought 194 Lockheed Martin shares in Q2 2026, an estimated $105K.
Lockheed Martin made up 0.1% of Drive Wealth Management's portfolio in Q2 2026, its #174 holding.
Drive Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 5 quarters since.
Drive Wealth Management's Lockheed Martin position peaked at $605K in Q4 2021.
1,007 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.