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 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 $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TritonPoint Wealth's LMT Position: Q1 2026 in Review

TritonPoint Wealth reduced its Lockheed Martin (LMT) stake by 5.7% in Q1 2026, selling an estimated $266K and leaving 7,148 shares worth $4.32M. The position accounts for 0.46% of the portfolio, ranked #58.

TritonPoint Wealth first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.03M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

TritonPoint Wealth held 7,148 shares of Lockheed Martin worth $4.32M as of Q1 2026.
TritonPoint Wealth sold 432 Lockheed Martin shares in Q1 2026, an estimated $266K.
Lockheed Martin made up 0.46% of TritonPoint Wealth's portfolio in Q1 2026, its #58 holding.
TritonPoint Wealth first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Lockheed Martin position peaked at $5.03M in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.