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Trinity Legacy Partners’s Lockheed Martin LMT Stock Holding History

Trinity Legacy 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 		$734K Buy
1,200
+340
+40% +$209K 0.16% 74
2025
Q4 		$416K Buy
860
+8
+0.9% +$3.83K 0.1% 81
2025
Q3 		$419K Buy
852
+36
+4% +$16.3K 0.1% 81
2025
Q2 		$385K Hold
816
– – 0.09% 82
2025
Q1 		$375K Sell
816
-5,830
-88% -$2.68M 0.09% 80
2024
Q4 		$3.23M Buy
6,646
+366
+6% +$200K 0.83% 52
2024
Q3 		$3.84M Buy
6,280
+535
+9% +$287K 0.99% 45
2024
Q2 		$2.68M Buy
+5,745
New +$2.66M 0.76% 48
2022
Q3 		– Sell
-687
Closed -$288K – 89
2022
Q2 		$288K Sell
687
-50
-7% -$22K 0.11% 79
2022
Q1 		$325K Sell
737
-17
-2% -$6.89K 0.11% 79
2021
Q4 		$268K Sell
754
-190
-20% -$65.7K 0.09% 93
2021
Q3 		$326K Buy
+944
New +$342K 0.12% 83
2021
Q1 		– Sell
-8,210
Closed -$2.91M – 114
2020
Q4 		$2.91M Sell
8,210
-207
-2% -$76.1K 1.32% 24
2020
Q3 		$3.27M Buy
8,417
+115
+1% +$43.9K 1.58% 20
2020
Q2 		$3.01M Buy
8,302
+106
+1% +$40K 1.54% 18
2020
Q1 		$2.9M Buy
8,196
+558
+7% +$219K 2.04% 17
2019
Q4 		$3.17M Buy
7,638
+509
+7% +$195K 1.48% 21
2019
Q3 		$2.73M Buy
7,129
+328
+5% +$123K 1.35% 22
2019
Q2 		$2.56M Buy
6,801
+5,425
+394% +$1.81M 1.76% 22
2019
Q1 		$413K Buy
1,376
+115
+9% +$33.7K 0.27% 41
2018
Q4 		$330K Buy
+1,261
New +$383K 0.32% 35

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

Trinity Legacy Partners's LMT Position: Q1 2026 in Review

Trinity Legacy Partners increased its Lockheed Martin (LMT) stake by 40% in Q1 2026, buying an estimated $209K and bringing the position to 1,200 shares worth $734K. The position accounts for 0.16% of the portfolio, ranked #74.

Trinity Legacy Partners first reported a position in LMT in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.84M in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Trinity Legacy Partners held 1,200 shares of Lockheed Martin worth $734K as of Q1 2026.
  • Trinity Legacy Partners bought 340 Lockheed Martin shares in Q1 2026, an estimated $209K.
  • Lockheed Martin made up 0.16% of Trinity Legacy Partners's portfolio in Q1 2026, its #74 holding.
  • Trinity Legacy Partners first reported a position in Lockheed Martin in Q4 2018 and has held it in 21 quarters since.
  • Trinity Legacy Partners's Lockheed Martin position peaked at $3.84M in Q3 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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