Trifecta Capital Advisors
LMT icon

Trifecta Capital Advisors’s Lockheed Martin LMT Stock Holding History

Trifecta Capital Advisors’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 		$5.81M Buy
11,407
+133
+1% +$73.1K 0.72% 38
2026
Q2 		$5.74M Sell
11,274
-35
-0.3% -$18.9K 0.74% 38
2026
Q1 		$6.84M Sell
11,309
-94
-0.8% -$57.9K 1.06% 34
2025
Q4 		$5.52M Buy
11,403
+123
+1% +$58.9K 0.82% 40
2025
Q3 		$5.63M Buy
11,280
+101
+0.9% +$45.8K 0.86% 39
2025
Q2 		$5.18M Buy
11,179
+1,145
+11% +$536K 0.86% 38
2025
Q1 		$4.48M Buy
10,034
+112
+1% +$51.6K 0.94% 36
2024
Q4 		$4.82M Buy
9,922
+391
+4% +$213K 0.95% 35
2024
Q3 		$5.57M Buy
9,531
+329
+4% +$177K 1.17% 28
2024
Q2 		$4.3M Buy
9,202
+913
+11% +$422K 0.95% 34
2024
Q1 		$3.77M Buy
8,289
+530
+7% +$232K 0.92% 33
2023
Q4 		$3.52M Buy
7,759
+438
+6% +$194K 0.97% 31
2023
Q3 		$2.99M Buy
7,321
+862
+13% +$382K 0.96% 32
2023
Q2 		$2.97M Buy
6,459
+485
+8% +$225K 0.96% 30
2023
Q1 		$2.82M Buy
5,974
+1,080
+22% +$506K 0.99% 29
2022
Q4 		$2.38M Buy
+4,894
New +$2.27M 0.95% 35

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

Trifecta Capital Advisors's LMT Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Lockheed Martin (LMT) stake by 1.2% in Q3 2026, buying an estimated $73.1K and bringing the position to 11,407 shares worth $5.81M. The position accounts for 0.72% of the portfolio, ranked #38.

Trifecta Capital Advisors first reported a position in LMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.84M in Q1 2026. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Trifecta Capital Advisors held 11,407 shares of Lockheed Martin worth $5.81M as of Q3 2026.
  • Trifecta Capital Advisors bought 133 Lockheed Martin shares in Q3 2026, an estimated $73.1K.
  • Lockheed Martin made up 0.72% of Trifecta Capital Advisors's portfolio in Q3 2026, its #38 holding.
  • Trifecta Capital Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Lockheed Martin position peaked at $6.84M in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.