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Triumph Capital Management’s Lockheed Martin LMT Stock Holding History

Triumph Capital 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 		$40.1K Buy
79
+12
+18% +$6.49K 0.01% 735
2026
Q1 		$40.3K Buy
67
+12
+22% +$7.39K 0.01% 698
2025
Q4 		$26.4K Buy
+55
New +$26.3K 0.01% 786
2024
Q1 		– Sell
-696
Closed -$316K – 242
2023
Q4 		$316K Sell
696
-27
-4% -$12K 0.13% 145
2023
Q3 		$296K Buy
723
+22
+3% +$9.76K 0.13% 155
2023
Q2 		$323K Sell
701
-439
-39% -$204K 0.15% 138
2023
Q1 		$539K Buy
1,140
+628
+123% +$294K 0.28% 67
2022
Q4 		$249K Buy
+512
New +$238K 0.13% 165
2022
Q3 		– Sell
-526
Closed -$226K – 216
2022
Q2 		$226K Sell
526
-102
-16% -$44.8K 0.12% 170
2022
Q1 		$277K Sell
628
-617
-50% -$250K 0.12% 169
2021
Q4 		$443K Buy
1,245
+242
+24% +$83.7K 0.19% 113
2021
Q3 		$346K Hold
1,003
– – 0.16% 132
2021
Q2 		$378K Buy
+1,003
New +$386K 0.22% 108

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Triumph Capital Management's LMT Position: Q2 2026 in Review

Triumph Capital Management increased its Lockheed Martin (LMT) stake by 18% in Q2 2026, buying an estimated $6.49K and bringing the position to 79 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #735.

Triumph Capital Management first reported a position in LMT in Q2 2021 and has held it in 13 quarters since. The position peaked at $539K in Q1 2023. 732 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Triumph Capital Management held 79 shares of Lockheed Martin worth $40.1K as of Q2 2026.
  • Triumph Capital Management bought 12 Lockheed Martin shares in Q2 2026, an estimated $6.49K.
  • Lockheed Martin made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #735 holding.
  • Triumph Capital Management first reported a position in Lockheed Martin in Q2 2021 and has held it in 13 quarters since.
  • Triumph Capital Management's Lockheed Martin position peaked at $539K in Q1 2023.
  • 732 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.