Integris Wealth Management
LMT icon

Integris Wealth Management’s Lockheed Martin LMT Stock Holding History

Integris 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 		$835K Hold
1,640
– – 0.16% 46
2026
Q2 		$836K Hold
1,640
– – 0.17% 49
2026
Q1 		$991K Sell
1,640
-26
-2% -$16K 0.23% 35
2025
Q4 		$806K Buy
1,666
+7
+0.4% +$3.35K 0.18% 42
2025
Q3 		$828K Hold
1,659
– – 0.2% 41
2025
Q2 		$768K Hold
1,659
– – 0.2% 41
2025
Q1 		$741K Buy
1,659
+44
+3% +$20.3K 0.21% 39
2024
Q4 		$785K Sell
1,615
-2
-0.1% -$1.09K 0.22% 37
2024
Q3 		$945K Buy
1,617
+82
+5% +$44K 0.26% 32
2024
Q2 		$717K Sell
1,535
-15
-1% -$6.93K 0.21% 36
2024
Q1 		$705K Sell
1,550
-47
-3% -$20.6K 0.19% 38
2023
Q4 		$724K Buy
+1,597
New +$708K 0.21% 37

Other funds holding LMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Integris Wealth Management held its Lockheed Martin (LMT) position steady in Q3 2026 at 1,640 shares worth $835K. The position accounts for 0.16% of the portfolio, ranked #46.

Integris Wealth Management first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $991K in Q1 2026. 1,809 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Integris Wealth Management held 1,640 shares of Lockheed Martin worth $835K as of Q3 2026.
  • Integris Wealth Management left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.16% of Integris Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Integris Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
  • Integris Wealth Management's Lockheed Martin position peaked at $991K in Q1 2026.
  • 1,809 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.