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Triad Wealth Partners’s Lockheed Martin LMT Stock Holding History

Triad Wealth Partners’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 		$1.53M Sell
2,529
-89
-3% -$54.8K 0.12% 125
2025
Q4 		$1.27M Buy
2,618
+10
+0.4% +$4.79K 0.12% 133
2025
Q3 		$1.3M Buy
2,608
+226
+9% +$103K 0.17% 94
2025
Q2 		$1.1M Buy
2,382
+366
+18% +$171K 0.22% 77
2025
Q1 		$900K Sell
2,016
-271
-12% -$125K 0.28% 61
2024
Q4 		$1.11M Buy
+2,287
New +$1.25M 0.4% 49
2024
Q3 		– Sell
-1,156
Closed -$540K – 531
2024
Q2 		$540K Buy
1,156
+654
+130% +$302K 0.28% 34
2024
Q1 		$228K Buy
+502
New +$220K 0.18% 50

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triad Wealth Partners's LMT Position: Q1 2026 in Review

Triad Wealth Partners reduced its Lockheed Martin (LMT) stake by 3.4% in Q1 2026, selling an estimated $54.8K and leaving 2,529 shares worth $1.53M. The position accounts for 0.12% of the portfolio, ranked #125.

Triad Wealth Partners first reported a position in LMT in Q1 2024 and has held it in 8 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Triad Wealth Partners held 2,529 shares of Lockheed Martin worth $1.53M as of Q1 2026.
  • Triad Wealth Partners sold 89 Lockheed Martin shares in Q1 2026, an estimated $54.8K.
  • Lockheed Martin made up 0.12% of Triad Wealth Partners's portfolio in Q1 2026, its #125 holding.
  • Triad Wealth Partners first reported a position in Lockheed Martin in Q1 2024 and has held it in 8 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.