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Clarion Wealth Managment Partners’s Lockheed Martin LMT Stock Holding History

Clarion Wealth Managment Partners’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 		$299K Buy
586
+3
+0.5% +$1.62K 0.24% 70
2026
Q1 		$353K Buy
583
+2
+0.3% +$1.23K 0.32% 61
2025
Q4 		$281K Sell
581
-73
-11% -$34.9K 0.26% 71
2025
Q3 		$326K Buy
654
+3
+0.5% +$1.36K 0.32% 64
2025
Q2 		$302K Buy
+651
New +$305K 0.33% 65

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Clarion Wealth Managment Partners's LMT Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its Lockheed Martin (LMT) stake by 0.51% in Q2 2026, buying an estimated $1.62K and bringing the position to 586 shares worth $299K. The position accounts for 0.24% of the portfolio, ranked #70.

Clarion Wealth Managment Partners first reported a position in LMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $353K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Clarion Wealth Managment Partners held 586 shares of Lockheed Martin worth $299K as of Q2 2026.
  • Clarion Wealth Managment Partners bought 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
  • Lockheed Martin made up 0.24% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #70 holding.
  • Clarion Wealth Managment Partners first reported a position in Lockheed Martin in Q2 2025 and has held it in 5 quarters since.
  • Clarion Wealth Managment Partners's Lockheed Martin position peaked at $353K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.