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Tripletail Wealth Management’s Lockheed Martin LMT Stock Holding History

Tripletail 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
Q1 		$115K Sell
185
-9
-5% -$5.54K 0.16% 105
2025
Q4 		$93.8K Sell
194
-293
-60% -$140K 0.12% 105
2025
Q3 		$250K Sell
487
-18
-4% -$8.17K 0.3% 57
2025
Q2 		$215K Buy
+505
New +$236K 0.31% 66

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

Tripletail Wealth Management's LMT Position: Q1 2026 in Review

Tripletail Wealth Management reduced its Lockheed Martin (LMT) stake by 4.6% in Q1 2026, selling an estimated $5.54K and leaving 185 shares worth $115K. The position accounts for 0.16% of the portfolio, ranked #105.

Tripletail Wealth Management first reported a position in LMT in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q3 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Tripletail Wealth Management held 185 shares of Lockheed Martin worth $115K as of Q1 2026.
  • Tripletail Wealth Management sold 9 Lockheed Martin shares in Q1 2026, an estimated $5.54K.
  • Lockheed Martin made up 0.16% of Tripletail Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Tripletail Wealth Management first reported a position in Lockheed Martin in Q2 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's Lockheed Martin position peaked at $250K in Q3 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.