TriaGen Wealth Management LLC

Position in LMT — Lockheed Martin Corp

CIK 1843848 Calabasas, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$219,067

-$40,820 QoQ

Shares Held

430

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,392

of 2,767 holders

Holding Since

Dec 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

TriaGen Wealth Management LLC holds $3,066,161 across 6 Aerospace & Defense names. LMT ranks #6 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	6,009	$1,140,087
2	GE	General Electric Co	2,096	$783,338
3	BA	Boeing Co	1,836	$397,438
4	NOC	Northrop Grumman Corp /De/	539	$274,518
5	AXON	Axon Enterprise, Inc.	449	$251,713
6	LMT	Lockheed Martin Corp This page	430	$219,067

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,067	430	0.0%	Shares	Sole	2026-07-21
2026-03-31	$259,887	430	0.0%	Shares	Sole	2026-04-29
2025-12-31	$207,978	430	0.0%	Shares	Sole	2026-01-27
2025-09-30	$214,660	430	-6.5%	Shares	Sole	2025-10-22
2025-06-30	$213,044	460	+13.0%	Shares	Sole	2025-07-23
2024-09-30	$237,915	407	-32.3%	Shares	Sole	2024-10-18
2021-03-31	$222,069	601	-92.9%	Shares	Sole	2021-04-26
2020-12-31	$3,009,875	8,479	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.