Clear Trail 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
$240K Buy
472
+4
+0.9% +$2.16K 0.04% 150
2026
Q1
$283K Hold
468
0.05% 134
2025
Q4
$226K Buy
+468
New +$224K 0.05% 117

Other funds holding LMT

Clear Trail Advisors's LMT Position: Q2 2026 in Review

Clear Trail Advisors increased its Lockheed Martin (LMT) stake by 0.85% in Q2 2026, buying an estimated $2.16K and bringing the position to 472 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #150.

Clear Trail Advisors first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $283K in Q1 2026. 2,757 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Clear Trail Advisors held 472 shares of Lockheed Martin worth $240K as of Q2 2026.
  • Clear Trail Advisors bought 4 Lockheed Martin shares in Q2 2026, an estimated $2.16K.
  • Lockheed Martin made up 0.04% of Clear Trail Advisors's portfolio in Q2 2026, its #150 holding.
  • Clear Trail Advisors first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Clear Trail Advisors's Lockheed Martin position peaked at $283K in Q1 2026.
  • 2,757 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.