Capstone Triton Financial Group’s Lockheed Martin LMT Stock Holding History

Capstone Triton Financial Group’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	$1.19M	Buy	+2,342	New	+$1.27M	0.69%	50
2026 Q1	–	Sell	-2,386	Closed	-$1.15M	–	94
2025 Q4	$1.15M	Buy	2,386 +114	+5%	+$54.6K	0.76%	51
2025 Q3	$1.13M	Buy	2,272 +93	+4%	+$42.2K	0.76%	53
2025 Q2	$1.01M	Buy	+2,179	New	+$1.02M	0.73%	52
2024 Q4	$812K	Buy	1,672 +43	+3%	+$23.4K	0.51%	65
2024 Q3	$952K	Buy	1,629 +12	+0.7%	+$6.44K	0.61%	61
2024 Q2	$755K	Buy	1,617 +192	+13%	+$88.7K	0.53%	62
2024 Q1	$648K	Buy	1,425 +470	+49%	+$206K	0.46%	68
2023 Q4	$433K	Buy	955 +41	+4%	+$18.2K	0.32%	73
2023 Q3	$374K	Buy	914 +351	+62%	+$156K	0.27%	74
2023 Q2	$259K	Buy	+563	New	+$261K	0.18%	88
2021 Q1	–	Sell	-178	Closed	-$63K	–	229
2020 Q4	$63K	Buy	+178	New	+$65.4K	0.04%	178

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capstone Triton Financial Group's LMT Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Lockheed Martin (LMT) in Q2 2026: 2,342 shares worth $1.19M. The stake represents 0.69% of the portfolio and ranks #50 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in LMT as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in LMT in Q4 2020 and has held it in 12 quarters since. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Capstone Triton Financial Group held 2,342 shares of Lockheed Martin worth $1.19M as of Q2 2026.
Lockheed Martin was a new Capstone Triton Financial Group position in Q2 2026.
Lockheed Martin made up 0.69% of Capstone Triton Financial Group's portfolio in Q2 2026, its #50 holding.
Capstone Triton Financial Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 12 quarters since.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.