HIW
LMT icon

Holos Integrated Wealth’s Lockheed Martin LMT Stock Holding History

Holos Integrated Wealth’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 		$268K Sell
501
-100
-17% -$54.1K 0.13% 69
2026
Q1 		$377K Sell
601
-33
-5% -$20.3K 0.19% 59
2025
Q4 		$315K Buy
634
+26
+4% +$12.4K 0.18% 53
2025
Q3 		$307K Hold
608
– – 0.18% 49
2025
Q2 		$259K Sell
608
-26
-4% -$12.2K 0.16% 53
2025
Q1 		$283K Hold
634
– – 0.19% 49
2024
Q4 		$308K Buy
+634
New +$346K 0.21% 42

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

Holos Integrated Wealth's LMT Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Lockheed Martin (LMT) stake by 17% in Q2 2026, selling an estimated $54.1K and leaving 501 shares worth $268K. The position accounts for 0.13% of the portfolio, ranked #69.

Holos Integrated Wealth first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $377K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Holos Integrated Wealth held 501 shares of Lockheed Martin worth $268K as of Q2 2026.
  • Holos Integrated Wealth sold 100 Lockheed Martin shares in Q2 2026, an estimated $54.1K.
  • Lockheed Martin made up 0.13% of Holos Integrated Wealth's portfolio in Q2 2026, its #69 holding.
  • Holos Integrated Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Lockheed Martin position peaked at $377K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.