TWM
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Thrive Wealth Management’s Lockheed Martin LMT Stock Holding History

Thrive 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 		$1.71M Buy
3,359
+473
+16% +$256K 0.22% 55
2026
Q1 		$1.74M Sell
2,886
-795
-22% -$490K 0.26% 45
2025
Q4 		$1.78M Sell
3,681
-66
-2% -$31.6K 0.26% 46
2025
Q3 		$1.87M Buy
3,747
+117
+3% +$53.1K 0.28% 42
2025
Q2 		$1.68M Buy
3,630
+19
+0.5% +$8.89K 0.27% 45
2025
Q1 		$1.61M Sell
3,611
-230
-6% -$106K 0.31% 39
2024
Q4 		$1.87M Buy
3,841
+70
+2% +$38.2K 0.34% 36
2024
Q3 		$2.2M Sell
3,771
-34
-0.9% -$18.3K 0.4% 30
2024
Q2 		$1.78M Buy
3,805
+69
+2% +$31.9K 0.35% 33
2024
Q1 		$1.7M Buy
3,736
+39
+1% +$17.1K 0.35% 35
2023
Q4 		$1.68M Buy
3,697
+11
+0.3% +$4.87K 0.37% 33
2023
Q3 		$1.51M Buy
3,686
+22
+0.6% +$9.76K 0.4% 30
2023
Q2 		$1.69M Buy
3,664
+21
+0.6% +$9.75K 0.44% 25
2023
Q1 		$1.72M Buy
3,643
+143
+4% +$67.1K 0.44% 28
2022
Q4 		$1.7M Sell
3,500
-603
-15% -$280K 0.49% 27
2022
Q3 		$1.58M Buy
4,103
+142
+4% +$59.3K 0.56% 25
2022
Q2 		$1.7M Sell
3,961
-19
-0.5% -$8.34K 0.59% 25
2022
Q1 		$1.76M Sell
3,980
-17
-0.4% -$6.89K 0.52% 24
2021
Q4 		$1.42M Buy
+3,997
New +$1.38M 0.49% 27

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

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

Thrive Wealth Management increased its Lockheed Martin (LMT) stake by 16% in Q2 2026, buying an estimated $256K and bringing the position to 3,359 shares worth $1.71M. The position accounts for 0.22% of the portfolio, ranked #55.

Thrive Wealth Management first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.2M in Q3 2024. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Thrive Wealth Management held 3,359 shares of Lockheed Martin worth $1.71M as of Q2 2026.
  • Thrive Wealth Management bought 473 Lockheed Martin shares in Q2 2026, an estimated $256K.
  • Lockheed Martin made up 0.22% of Thrive Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Thrive Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Lockheed Martin position peaked at $2.2M in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.