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 Q3	$275K	Hold	501	–	–	0.12%	68
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

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Holos Integrated Wealth's LMT Position: Q3 2026 in Review

Holos Integrated Wealth held its Lockheed Martin (LMT) position steady in Q3 2026 at 501 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #68.

Holos Integrated Wealth first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $377K in Q1 2026. 858 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Holos Integrated Wealth held 501 shares of Lockheed Martin worth $275K as of Q3 2026.
Holos Integrated Wealth left its Lockheed Martin share count unchanged in Q3 2026.
Lockheed Martin made up 0.12% of Holos Integrated Wealth's portfolio in Q3 2026, its #68 holding.
Holos Integrated Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Lockheed Martin position peaked at $377K in Q1 2026.
858 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.