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Clear Investment Research’s Lockheed Martin LMT Stock Holding History

Clear Investment Research’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
-337
Closed -$204K – 140
2026
Q1 		$204K Buy
+337
New +$208K 0.32% 53
2025
Q4 		– Sell
-337
Closed -$169K – 148
2025
Q3 		$169K Buy
337
+31
+10% +$14.1K 0.23% 70
2025
Q2 		$142K Hold
306
– – 0.18% 72
2025
Q1 		$137K Buy
306
+3
+1% +$1.38K 0.18% 68
2024
Q4 		$148K Buy
303
+29
+11% +$15.8K 0.19% 65
2024
Q3 		$160K Buy
274
+13
+5% +$6.98K 0.21% 61
2024
Q2 		$122K Buy
261
+70
+37% +$32.4K 0.16% 67
2024
Q1 		$87K Buy
191
+96
+101% +$42.1K 0.12% 77
2023
Q4 		$43.4K Buy
95
+47
+98% +$20.8K 0.06% 112
2023
Q3 		$19.8K Buy
48
+5
+12% +$2.22K 0.03% 112
2023
Q2 		$19.9K Buy
43
+11
+34% +$5.11K 0.03% 117
2023
Q1 		$15.1K Buy
+32
New +$15K 0.03% 120
2019
Q4 		– Sell
-1
Closed – – 250
2019
Q3 		$0 Hold
1
– – ﹤0.01% 315
2019
Q2 		$0 Hold
1
– – ﹤0.01% 314
2019
Q1 		$0 Hold
1
– – ﹤0.01% 302
2018
Q4 		$0 Hold
1
– – ﹤0.01% 298
2018
Q3 		$0 Buy
+1
New +$323 ﹤0.01% 309

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Clear Investment Research's LMT Position: Q2 2026 in Review

Clear Investment Research sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 337 shares — an estimated $204K sold.

Clear Investment Research first reported a position in LMT in Q3 2018 and held it in 17 quarters. The position peaked at $204K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Clear Investment Research reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 337 Lockheed Martin shares in Q2 2026, an estimated $204K.
  • Clear Investment Research first reported a position in Lockheed Martin in Q3 2018 and held it in 17 quarters.
  • Clear Investment Research's Lockheed Martin position peaked at $204K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.