Clarus Wealth 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 | $508K | Sell |
962
-1,208
| -56% | -$653K | 0.2% | 72 |
|
|
2026
Q1 | $1.36M | Buy |
2,170
+1
| +0% | +$616 | 0.58% | 58 |
|
|
2025
Q4 | $1.21M | Sell |
2,169
-120
| -5% | -$57.4K | 0.5% | 58 |
|
|
2025
Q3 | $1.15M | Buy |
2,289
+2
| +0.1% | +$907 | 0.51% | 56 |
|
|
2025
Q2 | $1.06M | Buy |
2,287
+1
| +0% | +$468 | 0.49% | 56 |
|
|
2025
Q1 | $1.06M | Buy |
2,286
+2
| +0.1% | +$921 | 0.56% | 42 |
|
|
2024
Q4 | $1.1M | Sell |
2,284
-20
| -0.9% | -$10.9K | 0.55% | 44 |
|
|
2024
Q3 | $1.4M | Sell |
2,304
-122
| -5% | -$65.5K | 0.71% | 40 |
|
|
2024
Q2 | $1.12M | Buy |
2,426
+47
| +2% | +$21.7K | 0.59% | 42 |
|
|
2024
Q1 | $1.07M | Sell |
2,379
-74
| -3% | -$32.4K | 0.61% | 41 |
|
|
2023
Q4 | $1.13M | Buy |
+2,453
| New | +$1.09M | 0.67% | 40 |
|
|
2023
Q2 | $1.12M | Sell |
2,452
-874
| -26% | -$406K | 0.68% | 37 |
|
|
2023
Q1 | $1.63M | Buy |
3,326
+38
| +1% | +$17.8K | 1.03% | 26 |
|
|
2022
Q4 | $1.52M | Buy |
3,288
+149
| +5% | +$69.2K | 1% | 28 |
|
|
2022
Q3 | $1.29M | Buy |
3,139
+18
| +0.6% | +$7.52K | 0.92% | 27 |
|
|
2022
Q2 | $1.31M | Buy |
3,121
+24
| +0.8% | +$10.5K | 0.92% | 28 |
|
|
2022
Q1 | $1.44M | Buy |
3,097
+335
| +12% | +$136K | 0.89% | 28 |
|
|
2021
Q4 | $998K | Buy |
2,762
+42
| +2% | +$14.5K | 0.57% | 37 |
|
|
2021
Q3 | $946K | Buy |
2,720
+2
| +0.1% | +$724 | 0.58% | 36 |
|
|
2021
Q2 | $1.03M | Sell |
2,718
-2,311
| -46% | -$889K | 0.65% | 36 |
|
|
2021
Q1 | $1.94M | Buy |
5,029
+25
| +0.5% | +$8.58K | 1.22% | 20 |
|
|
2020
Q4 | $1.69M | Buy |
5,004
+1
| +0% | +$368 | 1.12% | 23 |
|
|
2020
Q3 | $1.88M | Sell |
5,003
-3,140
| -39% | -$1.2M | 1.46% | 17 |
|
|
2020
Q2 | $2.88M | Buy |
8,143
+90
| +1% | +$34K | 2.42% | 6 |
|
|
2020
Q1 | $2.82M | Sell |
8,053
-5,661
| -41% | -$2.23M | 2.82% | 6 |
|
|
2019
Q4 | $5.69M | Buy |
13,714
+1
| +0% | +$384 | 3.76% | 7 |
|
|
2019
Q3 | $5.35M | Buy |
13,713
+2,449
| +22% | +$921K | 3.91% | 6 |
|
|
2019
Q2 | $4.09M | Buy |
11,264
+1
| +0% | +$335 | 2.96% | 8 |
|
|
2019
Q1 | $3.38M | Buy |
11,263
+2
| +0% | +$587 | 2.53% | 11 |
|
|
2018
Q4 | $2.95M | Buy |
11,261
+2
| +0% | +$607 | 4.64% | 1 |
|
|
2018
Q3 | $3.9M | Buy |
11,259
+1
| +0% | +$323 | 2.54% | 8 |
|
|
2018
Q2 | $3.8M | Hold |
11,258
| – | – | 2.88% | 8 |
|
|
2018
Q1 | $3.8M | Buy |
11,258
+25
| +0.2% | +$8.51K | 3.51% | 8 |
|
|
2017
Q4 | $3.61M | Buy |
+11,233
| New | +$3.54M | 3.47% | 8 |
|
Other funds holding LMT
CF
CIM
WCM
Clarus Wealth Advisors's LMT Position: Q2 2026 in Review
Clarus Wealth Advisors reduced its Lockheed Martin (LMT) stake by 56% in Q2 2026, selling an estimated $653K and leaving 962 shares worth $508K. The position accounts for 0.2% of the portfolio, ranked #72.
Clarus Wealth Advisors first reported a position in LMT in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.69M in Q4 2019. 1,266 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Clarus Wealth Advisors held 962 shares of Lockheed Martin worth $508K as of Q2 2026.
- Clarus Wealth Advisors sold 1,208 Lockheed Martin shares in Q2 2026, an estimated $653K.
- Lockheed Martin made up 0.2% of Clarus Wealth Advisors's portfolio in Q2 2026, its #72 holding.
- Clarus Wealth Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 34 quarters since.
- Clarus Wealth Advisors's Lockheed Martin position peaked at $5.69M in Q4 2019.
- 1,266 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.