LMT — LOCKHEED MARTIN CORP

Ownership history in TrinityPoint Wealth, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which TrinityPoint Wealth, LLC reported a position in LOCKHEED MARTIN CORP (LMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.15% (2024 Q3)
Avg. % of fund
0.26%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 13,725 +35 +0.3% 0.94% $6.7M $469.55
2024 Q3 ADDED 13,690 +8,791 +179.4% 1.15% $8.0M $561.32
2024 Q2 ADDED 4,899 +483 +10.9% 0.36% $2.3M $446.05
2024 Q1 ADDED 4,416 +468 +11.9% 0.33% $2.0M $431.46
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LMT price (monthly, adj. close)

Other funds also holding LMT

As of 2025 Q4 — sorted by position size

Spectrum Financial Alliance Ltd LLC 3Y 7Y 9.46% Sunriver Management LLC 3Y 7Y 6.56% Belfer Management LLC 3Y 7Y 6.35% Campion Asset Management 3Y 5.84% Old West Investment Management, LLC 3Y 7Y 4.63% Corundum Group, Inc. 3Y 7Y 4.18% Founders Capital Management 3Y 7Y 3.69% Paradiem, LLC 3Y 3.68% Werlinich Asset Management, LLC 3.66% Minneapolis Portfolio Management Group, LLC 3Y 7Y 3.6%
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