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Clayton Financial Group’s Lockheed Martin LMT Stock Holding History

Clayton Financial Group’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 		– Sell
-25
Closed -$15.1K – 358
2026
Q1 		$15.1K Buy
25
+1
+4% +$616 0.01% 207
2025
Q4 		$11.6K Buy
+24
New +$11.5K 0.01% 221

Other funds holding LMT

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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Clayton Financial Group's LMT Position: Q2 2026 in Review

Clayton Financial Group sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 25 shares — an estimated $15.1K sold.

Clayton Financial Group first reported a position in LMT in Q4 2025 and held it in 2 quarters. The position peaked at $15.1K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Clayton Financial Group reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 25 Lockheed Martin shares in Q2 2026, an estimated $15.1K.
  • Clayton Financial Group first reported a position in Lockheed Martin in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Lockheed Martin position peaked at $15.1K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.