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Trust Point Inc’s Lockheed Martin LMT Stock Holding History

Trust Point Inc’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 		$239K Buy
469
+52
+12% +$28.1K 0.02% 407
2026
Q1 		$252K Sell
417
-6
-1% -$3.7K 0.02% 439
2025
Q4 		$205K Buy
423
+14
+3% +$6.7K 0.02% 462
2025
Q3 		$204K Sell
409
-228
-36% -$103K 0.02% 463
2025
Q2 		$295K Sell
637
-70
-10% -$32.8K 0.03% 295
2025
Q1 		$316K Sell
707
-209
-23% -$96.2K 0.03% 330
2024
Q4 		$445K Buy
916
+83
+10% +$45.2K 0.03% 316
2024
Q3 		$487K Buy
833
+52
+7% +$27.9K 0.04% 285
2024
Q2 		$365K Sell
781
-12
-2% -$5.55K 0.03% 326
2024
Q1 		$361K Sell
793
-128
-14% -$56.1K 0.03% 354
2023
Q4 		$417K Buy
+921
New +$408K 0.03% 317

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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

Trust Point Inc's LMT Position: Q2 2026 in Review

Trust Point Inc increased its Lockheed Martin (LMT) stake by 12% in Q2 2026, buying an estimated $28.1K and bringing the position to 469 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #407.

Trust Point Inc first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $487K in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Trust Point Inc held 469 shares of Lockheed Martin worth $239K as of Q2 2026.
  • Trust Point Inc bought 52 Lockheed Martin shares in Q2 2026, an estimated $28.1K.
  • Lockheed Martin made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #407 holding.
  • Trust Point Inc first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Lockheed Martin position peaked at $487K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.