TriaGen Wealth Management’s Lockheed Martin LMT Stock Holding History

TriaGen Wealth Management’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	$219K	Hold	430	–	–	0.05%	174
2026 Q1	$260K	Hold	430	–	–	0.07%	157
2025 Q4	$208K	Hold	430	–	–	0.05%	171
2025 Q3	$215K	Sell	430 -30	-7%	-$13.6K	0.06%	175
2025 Q2	$213K	Buy	+460	New	+$215K	0.06%	165
2024 Q4	–	Sell	-407	Closed	-$238K	–	176
2024 Q3	$238K	Buy	+407	New	+$219K	0.08%	156
2021 Q2	–	Sell	-601	Closed	-$222K	–	194
2021 Q1	$222K	Sell	601 -7,878	-93%	-$2.7M	0.13%	157
2020 Q4	$3.01M	Buy	+8,479	New	+$3.12M	1.76%	8

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

TriaGen Wealth Management's LMT Position: Q2 2026 in Review

TriaGen Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 430 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #174.

TriaGen Wealth Management first reported a position in LMT in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.01M in Q4 2020. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

TriaGen Wealth Management held 430 shares of Lockheed Martin worth $219K as of Q2 2026.
TriaGen Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.05% of TriaGen Wealth Management's portfolio in Q2 2026, its #174 holding.
TriaGen Wealth Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 8 quarters since.
TriaGen Wealth Management's Lockheed Martin position peaked at $3.01M in Q4 2020.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.