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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
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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Triad Wealth Partners's LMT Position: Q2 2026 in Review

Triad Wealth Partners reduced its Lockheed Martin (LMT) stake by 11% in Q2 2026, selling an estimated $148K and leaving 2,255 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #169.

Triad Wealth Partners first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q1 2026. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Triad Wealth Partners held 2,255 shares of Lockheed Martin worth $1.32M as of Q2 2026.
  • Triad Wealth Partners sold 274 Lockheed Martin shares in Q2 2026, an estimated $148K.
  • Lockheed Martin made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • Triad Wealth Partners first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's Lockheed Martin position peaked at $1.53M in Q1 2026.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.