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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
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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clarion Wealth Managment Partners's LMT Position: Q1 2026 in Review

Clarion Wealth Managment Partners increased its Lockheed Martin (LMT) stake by 0.34% in Q1 2026, buying an estimated $1.23K and bringing the position to 583 shares worth $353K. The position accounts for 0.32% of the portfolio, ranked #61.

Clarion Wealth Managment Partners first reported a position in LMT in Q2 2025 and has held it in 4 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Clarion Wealth Managment Partners held 583 shares of Lockheed Martin worth $353K as of Q1 2026.
  • Clarion Wealth Managment Partners bought 2 Lockheed Martin shares in Q1 2026, an estimated $1.23K.
  • Lockheed Martin made up 0.32% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #61 holding.
  • Clarion Wealth Managment Partners first reported a position in Lockheed Martin in Q2 2025 and has held it in 4 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.