Triad Wealth Partners
LMT icon

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
Q3 		$1.09M Sell
2,150
-105
-5% -$57.7K 0.06% 199
2026
Q2 		$1.32M Sell
2,255
-274
-11% -$148K 0.08% 169
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 $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Triad Wealth Partners's LMT Position: Q3 2026 in Review

Triad Wealth Partners reduced its Lockheed Martin (LMT) stake by 4.7% in Q3 2026, selling an estimated $57.7K and leaving 2,150 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #199.

Triad Wealth Partners first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.53M in Q1 2026. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Triad Wealth Partners held 2,150 shares of Lockheed Martin worth $1.09M as of Q3 2026.
  • Triad Wealth Partners sold 105 Lockheed Martin shares in Q3 2026, an estimated $57.7K.
  • Lockheed Martin made up 0.06% of Triad Wealth Partners's portfolio in Q3 2026, its #199 holding.
  • Triad Wealth Partners first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
  • Triad Wealth Partners's Lockheed Martin position peaked at $1.53M in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.