CA
LMT icon

Claro Advisors’s Lockheed Martin LMT Stock Holding History

Claro Advisors’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 		$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

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

Claro Advisors's LMT Position: Q1 2026 in Review

Claro Advisors increased its Lockheed Martin (LMT) stake by 14% in Q1 2026, buying an estimated $206K and bringing the position to 2,718 shares worth $1.64M. The position accounts for 0.2% of the portfolio, ranked #92.

Claro Advisors first reported a position in LMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.51M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Claro Advisors held 2,718 shares of Lockheed Martin worth $1.64M as of Q1 2026.
  • Claro Advisors bought 335 Lockheed Martin shares in Q1 2026, an estimated $206K.
  • Lockheed Martin made up 0.2% of Claro Advisors's portfolio in Q1 2026, its #92 holding.
  • Claro Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Lockheed Martin position peaked at $2.51M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.