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 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 $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Triton Financial Group's LMT Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 2,386 shares — an estimated $1.15M sold.

Capstone Triton Financial Group first reported a position in LMT in Q4 2020 and held it in 11 quarters. The position peaked at $1.15M in Q4 2025. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Capstone Triton Financial Group reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 2,386 Lockheed Martin shares in Q1 2026, an estimated $1.15M.
Capstone Triton Financial Group first reported a position in Lockheed Martin in Q4 2020 and held it in 11 quarters.
Capstone Triton Financial Group's Lockheed Martin position peaked at $1.15M in Q4 2025.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.