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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
Q2 		$96.6K Sell
177
-8
-4% -$4.33K 0.11% 121
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 $3.38T AUM 44.17% 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

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

Tripletail Wealth Management reduced its Lockheed Martin (LMT) stake by 4.3% in Q2 2026, selling an estimated $4.33K and leaving 177 shares worth $96.6K. The position accounts for 0.11% of the portfolio, ranked #121.

Tripletail Wealth Management first reported a position in LMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $250K in Q3 2025. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Tripletail Wealth Management held 177 shares of Lockheed Martin worth $96.6K as of Q2 2026.
  • Tripletail Wealth Management sold 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
  • Lockheed Martin made up 0.11% of Tripletail Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Tripletail Wealth Management first reported a position in Lockheed Martin in Q2 2025 and has held it in 5 quarters since.
  • Tripletail Wealth Management's Lockheed Martin position peaked at $250K in Q3 2025.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.