Clear Creek Financial Management’s Lockheed Martin LMT Stock Holding History

Clear Creek Financial 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	$966K	Buy	1,897 +280	+17%	+$151K	0.06%	280
2026 Q1	$977K	Buy	1,617 +1,173	+264%	+$723K	0.07%	259
2025 Q4	$215K	Sell	444 -4	-0.9%	-$1.91K	0.02%	546
2025 Q3	$224K	Sell	448 -125	-22%	-$56.7K	0.02%	525
2025 Q2	$265K	Buy	573 +4	+0.7%	+$1.87K	0.03%	465
2025 Q1	$254K	Buy	569 +121	+27%	+$55.7K	0.03%	431
2024 Q4	$218K	Buy	448 +73	+19%	+$39.8K	0.02%	434
2024 Q3	$219K	Sell	375 -118	-24%	-$63.4K	0.02%	413
2024 Q2	$230K	Sell	493 -31	-6%	-$14.3K	0.03%	395
2024 Q1	$238K	Buy	524 +75	+17%	+$32.9K	0.03%	371
2023 Q4	$204K	Buy	+449	New	+$199K	0.03%	317

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Clear Creek Financial Management's LMT Position: Q2 2026 in Review

Clear Creek Financial Management increased its Lockheed Martin (LMT) stake by 17% in Q2 2026, buying an estimated $151K and bringing the position to 1,897 shares worth $966K. The position accounts for 0.06% of the portfolio, ranked #280.

Clear Creek Financial Management first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $977K in Q1 2026. 1,060 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Clear Creek Financial Management held 1,897 shares of Lockheed Martin worth $966K as of Q2 2026.
Clear Creek Financial Management bought 280 Lockheed Martin shares in Q2 2026, an estimated $151K.
Lockheed Martin made up 0.06% of Clear Creek Financial Management's portfolio in Q2 2026, its #280 holding.
Clear Creek Financial Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Clear Creek Financial Management's Lockheed Martin position peaked at $977K in Q1 2026.
1,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.