Claro Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.3M | Sell |
2,559
-159
| -6% | -$86K | 0.14% | 127 |
|
|
2026
Q1 | $1.64M | Buy |
2,718
+335
| +14% | +$206K | 0.2% | 92 |
|
|
2025
Q4 | $1.15M | Buy |
2,383
+71
| +3% | +$34K | 0.16% | 119 |
|
|
2025
Q3 | $1.15M | Sell |
2,312
-79
| -3% | -$35.8K | 0.17% | 110 |
|
|
2025
Q2 | $1.11M | Sell |
2,391
-1,225
| -34% | -$573K | 0.18% | 106 |
|
|
2025
Q1 | $1.62M | Sell |
3,616
-308
| -8% | -$142K | 0.22% | 86 |
|
|
2024
Q4 | $1.91M | Sell |
3,924
-363
| -8% | -$198K | 0.26% | 70 |
|
|
2024
Q3 | $2.51M | Buy |
4,287
+287
| +7% | +$154K | 0.32% | 58 |
|
|
2024
Q2 | $1.87M | Buy |
4,000
+142
| +4% | +$65.6K | 0.29% | 66 |
|
|
2024
Q1 | $1.76M | Buy |
3,858
+168
| +5% | +$73.6K | 0.3% | 61 |
|
|
2023
Q4 | $1.67M | Buy |
3,690
+89
| +2% | +$39.4K | 0.36% | 50 |
|
|
2023
Q3 | $1.47M | Buy |
3,601
+136
| +4% | +$60.3K | 0.37% | 58 |
|
|
2023
Q2 | $1.6M | Buy |
3,465
+171
| +5% | +$79.4K | 0.4% | 53 |
|
|
2023
Q1 | $1.56M | Buy |
3,294
+100
| +3% | +$46.9K | 0.46% | 46 |
|
|
2022
Q4 | $1.55M | Buy |
3,194
+396
| +14% | +$184K | 0.51% | 46 |
|
|
2022
Q3 | $1.2M | Hold |
2,798
| – | – | 0.48% | 46 |
|
|
2022
Q2 | $1.2M | Buy |
2,798
+295
| +12% | +$130K | 0.48% | 46 |
|
|
2022
Q1 | $890K | Hold |
2,503
| – | – | 0.32% | 79 |
|
|
2021
Q4 | $890K | Sell |
2,503
-368
| -13% | -$127K | 0.32% | 79 |
|
|
2021
Q3 | $991K | Buy |
2,871
+153
| +6% | +$55.4K | 0.42% | 56 |
|
|
2021
Q2 | $1.03M | Buy |
2,718
+108
| +4% | +$41.5K | 0.46% | 52 |
|
|
2021
Q1 | $964K | Buy |
2,610
+215
| +9% | +$73.8K | 0.49% | 54 |
|
|
2020
Q4 | $850K | Buy |
2,395
+82
| +4% | +$30.1K | 0.45% | 65 |
|
|
2020
Q3 | $886K | Buy |
2,313
+133
| +6% | +$50.8K | 0.56% | 40 |
|
|
2020
Q2 | $796K | Buy |
2,180
+280
| +15% | +$106K | 0.55% | 47 |
|
|
2020
Q1 | $644K | Sell |
1,900
-370
| -16% | -$146K | 0.6% | 44 |
|
|
2019
Q4 | $884K | Buy |
2,270
+16
| +0.7% | +$6.14K | 0.68% | 37 |
|
|
2019
Q3 | $879K | Sell |
2,254
-26
| -1% | -$9.78K | 0.78% | 35 |
|
|
2019
Q2 | $829K | Sell |
2,280
-46
| -2% | -$15.4K | 0.77% | 36 |
|
|
2019
Q1 | $698K | Buy |
2,326
+648
| +39% | +$190K | 0.69% | 40 |
|
|
2018
Q4 | $581K | Buy |
+1,678
| New | +$509K | 0.47% | 48 |
|
Other funds holding LMT
Claro Advisors's LMT Position: Q2 2026 in Review
Claro Advisors reduced its Lockheed Martin (LMT) stake by 5.8% in Q2 2026, selling an estimated $86K and leaving 2,559 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #127.
Claro Advisors first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.51M in Q3 2024. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Claro Advisors held 2,559 shares of Lockheed Martin worth $1.3M as of Q2 2026.
- Claro Advisors sold 159 Lockheed Martin shares in Q2 2026, an estimated $86K.
- Lockheed Martin made up 0.14% of Claro Advisors's portfolio in Q2 2026, its #127 holding.
- Claro Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's Lockheed Martin position peaked at $2.51M in Q3 2024.
- 2,779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.