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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Integris Wealth Management's LMT Position: Q2 2026 in Review

Integris Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,640 shares worth $836K. The position accounts for 0.17% of the portfolio, ranked #49.

Integris Wealth Management first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $991K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Integris Wealth Management held 1,640 shares of Lockheed Martin worth $836K as of Q2 2026.
Integris Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.17% of Integris Wealth Management's portfolio in Q2 2026, its #49 holding.
Integris Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Integris Wealth Management's Lockheed Martin position peaked at $991K in Q1 2026.
1,045 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.