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Clearstead Trust’s Lockheed Martin LMT Stock Holding History

Clearstead Trust’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 		$376K Sell
738
-8
-1% -$4.33K 0.05% 135
2026
Q1 		$451K Hold
746
– – 0.07% 112
2025
Q4 		$361K Sell
746
-110
-13% -$52.6K 0.06% 143
2025
Q3 		$427K Sell
856
-11
-1% -$4.99K 0.07% 119
2025
Q2 		$401K Buy
867
+127
+17% +$59.4K 0.08% 121
2025
Q1 		$331K Sell
740
-17
-2% -$7.83K 0.07% 118
2024
Q4 		$368K Buy
757
+727
+2,423% +$396K 0.08% 112
2024
Q3 		$17.5K Hold
30
– – ﹤0.01% 317
2024
Q2 		$14K Hold
30
– – ﹤0.01% 335
2024
Q1 		$13.6K Hold
30
– – ﹤0.01% 338
2023
Q4 		$13.6K Hold
30
– – ﹤0.01% 324
2023
Q3 		$12.3K Hold
30
– – ﹤0.01% 331
2023
Q2 		$13.8K Hold
30
– – ﹤0.01% 295
2023
Q1 		$14.2K Sell
30
-261
-90% -$122K ﹤0.01% 285
2022
Q4 		$142K Buy
291
+231
+385% +$107K 0.05% 162
2022
Q3 		$23K Buy
+60
New +$25.1K 0.01% 250
2021
Q1 		– Sell
-25
Closed -$9K – 137
2020
Q4 		$9K Hold
25
– – 0.01% 157
2020
Q3 		$10K Buy
+25
New +$9.54K 0.01% 136

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Clearstead Trust's LMT Position: Q2 2026 in Review

Clearstead Trust reduced its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, selling an estimated $4.33K and leaving 738 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #135.

Clearstead Trust first reported a position in LMT in Q3 2020 and has held it in 18 quarters since. The position peaked at $451K in Q1 2026. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Clearstead Trust held 738 shares of Lockheed Martin worth $376K as of Q2 2026.
  • Clearstead Trust sold 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
  • Lockheed Martin made up 0.05% of Clearstead Trust's portfolio in Q2 2026, its #135 holding.
  • Clearstead Trust first reported a position in Lockheed Martin in Q3 2020 and has held it in 18 quarters since.
  • Clearstead Trust's Lockheed Martin position peaked at $451K in Q1 2026.
  • 2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.