TritonPoint Wealth’s Lockheed Martin LMT Stock Holding History

TritonPoint Wealth’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	$3.55M	Sell	6,977 -171	-2%	-$92.4K	0.35%	69
2026 Q1	$4.32M	Sell	7,148 -432	-6%	-$266K	0.46%	58
2025 Q4	$3.67M	Sell	7,580 -33	-0.4%	-$15.8K	0.37%	66
2025 Q3	$3.8M	Buy	7,613 +18	+0.2%	+$8.17K	0.33%	80
2025 Q2	$3.52M	Sell	7,595 -80	-1%	-$37.4K	0.33%	80
2025 Q1	$3.43M	Sell	7,675 -81	-1%	-$37.3K	0.33%	82
2024 Q4	$3.77M	Sell	7,756 -886	-10%	-$483K	0.34%	79
2024 Q3	$5.03M	Buy	8,642 +39	+0.5%	+$20.9K	0.46%	62
2024 Q2	$4.02M	Sell	8,603 -14	-0.2%	-$6.47K	0.39%	71
2024 Q1	$3.95M	Sell	8,617 -218	-2%	-$95.5K	0.41%	64
2023 Q4	$4M	Buy	+8,835	New	+$3.91M	0.39%	67

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

TritonPoint Wealth's LMT Position: Q2 2026 in Review

TritonPoint Wealth reduced its Lockheed Martin (LMT) stake by 2.4% in Q2 2026, selling an estimated $92.4K and leaving 6,977 shares worth $3.55M. The position accounts for 0.35% of the portfolio, ranked #69.

TritonPoint Wealth first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.03M in Q3 2024. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

TritonPoint Wealth held 6,977 shares of Lockheed Martin worth $3.55M as of Q2 2026.
TritonPoint Wealth sold 171 Lockheed Martin shares in Q2 2026, an estimated $92.4K.
Lockheed Martin made up 0.35% of TritonPoint Wealth's portfolio in Q2 2026, its #69 holding.
TritonPoint Wealth first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Lockheed Martin position peaked at $5.03M in Q3 2024.
2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.