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Clark Asset Management’s Lockheed Martin LMT Stock Holding History

Clark Asset 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 		$225K Buy
441
+58
+15% +$31.4K 0.02% 267
2026
Q1 		$231K Buy
+383
New +$236K 0.02% 229

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clark Asset Management's LMT Position: Q2 2026 in Review

Clark Asset Management increased its Lockheed Martin (LMT) stake by 15% in Q2 2026, buying an estimated $31.4K and bringing the position to 441 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #267.

Clark Asset Management first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $231K in Q1 2026. 1,399 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Clark Asset Management held 441 shares of Lockheed Martin worth $225K as of Q2 2026.
  • Clark Asset Management bought 58 Lockheed Martin shares in Q2 2026, an estimated $31.4K.
  • Lockheed Martin made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #267 holding.
  • Clark Asset Management first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
  • Clark Asset Management's Lockheed Martin position peaked at $231K in Q1 2026.
  • 1,399 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.