Thrive Wealth Management
LMT icon

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
Q3 		$1.62M Sell
3,174
-185
-6% -$102K 0.2% 55
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% +$9.8K 0.4% 30
2023
Q2 		$1.69M Buy
3,664
+21
+0.6% +$9.7K 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

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Thrive Wealth Management's LMT Position: Q3 2026 in Review

Thrive Wealth Management reduced its Lockheed Martin (LMT) stake by 5.5% in Q3 2026, selling an estimated $102K and leaving 3,174 shares worth $1.62M. The position accounts for 0.2% of the portfolio, ranked #55.

Thrive Wealth Management first reported a position in LMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.2M in Q3 2024. 708 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Thrive Wealth Management held 3,174 shares of Lockheed Martin worth $1.62M as of Q3 2026.
  • Thrive Wealth Management sold 185 Lockheed Martin shares in Q3 2026, an estimated $102K.
  • Lockheed Martin made up 0.2% of Thrive Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Thrive Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's Lockheed Martin position peaked at $2.2M in Q3 2024.
  • 708 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.