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Clarius Group LLC’s Lockheed Martin LMT Stock Holding History

Clarius Group LLC’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
2025
Q4 		$377K Sell
780
-278
-26% -$133K 0.02% 248
2025
Q3 		$528K Sell
1,058
-768
-42% -$348K 0.03% 200
2025
Q2 		$846K Sell
1,826
-70
-4% -$32.8K 0.05% 167
2025
Q1 		$847K Buy
1,896
+144
+8% +$66.3K 0.05% 164
2024
Q4 		$851K Buy
1,752
+60
+4% +$32.7K 0.06% 137
2024
Q3 		$987K Sell
1,692
-33
-2% -$17.7K 0.07% 126
2024
Q2 		$806K Sell
1,725
-166
-9% -$76.7K 0.06% 145
2024
Q1 		$860K Buy
1,891
+9
+0.5% +$3.94K 0.06% 143
2023
Q4 		$853K Sell
1,882
-52
-3% -$23K 0.07% 143
2023
Q3 		$791K Sell
1,934
-525
-21% -$233K 0.08% 139
2023
Q2 		$1.13M Sell
2,459
-138
-5% -$64.1K 0.09% 126
2023
Q1 		$1.23M Sell
2,597
-33
-1% -$15.5K 0.1% 113
2022
Q4 		$1.28M Buy
2,630
+100
+4% +$46.5K 0.12% 104
2022
Q3 		$977K Buy
2,530
+68
+3% +$28.4K 0.1% 121
2022
Q2 		$1.06M Buy
2,462
+220
+10% +$96.6K 0.11% 120
2022
Q1 		$797K Hold
2,242
– – 0.06% 167
2021
Q4 		$797K Sell
2,242
-214
-9% -$74K 0.06% 167
2021
Q3 		$848K Sell
2,456
-197
-7% -$71.3K 0.08% 140
2021
Q2 		$1M Buy
2,653
+124
+5% +$47.7K 0.09% 119
2021
Q1 		$934K Buy
2,529
+364
+17% +$125K 0.09% 118
2020
Q4 		$769K Sell
2,165
-46
-2% -$16.9K 0.08% 120
2020
Q3 		$847K Sell
2,211
-30
-1% -$11.4K 0.11% 92
2020
Q2 		$818K Buy
2,241
+180
+9% +$68K 0.11% 95
2020
Q1 		$699K Buy
2,061
+93
+5% +$36.6K 0.13% 88
2019
Q4 		$828K Buy
1,968
+104
+6% +$39.9K 0.13% 90
2019
Q3 		$727K Buy
1,864
+148
+9% +$55.7K 0.13% 91
2019
Q2 		$624K Buy
1,716
+360
+27% +$120K 0.13% 92
2019
Q1 		$407K Buy
+1,356
New +$398K 0.1% 109
2018
Q4 		– Sell
-675
Closed -$234K – 134
2018
Q3 		$234K Sell
675
-126
-16% -$40.7K 0.08% 109
2018
Q2 		$237K Buy
+801
New +$258K 0.1% 74

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarius Group LLC's LMT Position: Q4 2025 in Review

Clarius Group LLC reduced its Lockheed Martin (LMT) stake by 26% in Q4 2025, selling an estimated $133K and leaving 780 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #248.

Clarius Group LLC first reported a position in LMT in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.28M in Q4 2022. 2,721 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Clarius Group LLC held 780 shares of Lockheed Martin worth $377K as of Q4 2025.
  • Clarius Group LLC sold 278 Lockheed Martin shares in Q4 2025, an estimated $133K.
  • Lockheed Martin made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #248 holding.
  • Clarius Group LLC first reported a position in Lockheed Martin in Q2 2018 and has held it in 30 quarters since.
  • Clarius Group LLC's Lockheed Martin position peaked at $1.28M in Q4 2022.
  • 2,721 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.