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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
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 $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

Clear Investment Research's LMT Position: Q1 2026 in Review

Clear Investment Research opened a new position in Lockheed Martin (LMT) in Q1 2026: 337 shares worth $204K. The stake represents 0.32% of the portfolio and ranks #53 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in LMT as recently as Q3 2025.

Clear Investment Research first reported a position in LMT in Q3 2018 and has held it in 17 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Clear Investment Research held 337 shares of Lockheed Martin worth $204K as of Q1 2026.
  • Lockheed Martin was a new Clear Investment Research position in Q1 2026.
  • Lockheed Martin made up 0.32% of Clear Investment Research's portfolio in Q1 2026, its #53 holding.
  • Clear Investment Research first reported a position in Lockheed Martin in Q3 2018 and has held it in 17 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.