CWA
LMT icon

Clearview Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Clearview Wealth Advisors’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
2025
Q4 		$480K Sell
992
-45
-4% -$21.5K 0.3% 60
2025
Q3 		$518K Sell
1,037
-28
-3% -$12.7K 0.33% 56
2025
Q2 		$493K Sell
1,065
-4
-0.4% -$1.87K 0.34% 57
2025
Q1 		$478K Sell
1,069
-37
-3% -$17K 0.36% 57
2024
Q4 		$537K Sell
1,106
-14
-1% -$7.63K 0.41% 45
2024
Q3 		$655K Sell
1,120
-33
-3% -$17.7K 0.5% 40
2024
Q2 		$539K Sell
1,153
-769
-40% -$355K 0.47% 44
2024
Q1 		$874K Sell
1,922
-1,102
-36% -$483K 0.89% 26
2023
Q4 		$1.37M Buy
3,024
+20
+0.7% +$8.86K 1.6% 13
2023
Q3 		$1.23M Buy
3,004
+73
+2% +$32.4K 1.52% 13
2023
Q2 		$1.35M Buy
2,931
+80
+3% +$37.1K 1.37% 14
2023
Q1 		$1.35M Buy
2,851
+981
+52% +$460K 1.37% 14
2022
Q4 		$910K Sell
1,870
-16
-0.8% -$7.43K 0.7% 32
2022
Q3 		$729K Sell
1,886
-20
-1% -$8.35K 0.58% 31
2022
Q2 		$820K Buy
1,906
+74
+4% +$32.5K 0.61% 29
2022
Q1 		$809K Buy
1,832
+149
+9% +$60.4K 0.53% 36
2021
Q4 		$598K Buy
1,683
+89
+6% +$30.8K 0.36% 61
2021
Q3 		$550K Buy
1,594
+11
+0.7% +$3.98K 0.35% 64
2021
Q2 		$599K Buy
1,583
+18
+1% +$6.92K 0.37% 61
2021
Q1 		$578K Buy
1,565
+128
+9% +$43.9K 0.38% 58
2020
Q4 		$510K Buy
+1,437
New +$528K 0.34% 61

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clearview Wealth Advisors's LMT Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Lockheed Martin (LMT) stake by 4.3% in Q4 2025, selling an estimated $21.5K and leaving 992 shares worth $480K. The position accounts for 0.3% of the portfolio, ranked #60.

Clearview Wealth Advisors first reported a position in LMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.37M in Q4 2023. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Clearview Wealth Advisors held 992 shares of Lockheed Martin worth $480K as of Q4 2025.
  • Clearview Wealth Advisors sold 45 Lockheed Martin shares in Q4 2025, an estimated $21.5K.
  • Lockheed Martin made up 0.3% of Clearview Wealth Advisors's portfolio in Q4 2025, its #60 holding.
  • Clearview Wealth Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Lockheed Martin position peaked at $1.37M in Q4 2023.
  • 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.