Forteris Wealth Management’s Lockheed Martin LMT Stock Holding History

Forteris Wealth 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 Q3	$309K	Buy	+606	New	+$333K	0.26%	60

Other funds holding LMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Forteris Wealth Management's LMT Position: Q3 2026 in Review

Forteris Wealth Management opened a new position in Lockheed Martin (LMT) in Q3 2026: 606 shares worth $309K. The stake represents 0.26% of the portfolio and ranks #60 among its holdings.

1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Forteris Wealth Management held 606 shares of Lockheed Martin worth $309K as of Q3 2026.
Lockheed Martin was a new Forteris Wealth Management position in Q3 2026.
Lockheed Martin made up 0.26% of Forteris Wealth Management's portfolio in Q3 2026, its #60 holding.
1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.