CL
LMT icon

CLG LLC’s Lockheed Martin LMT Stock Holding History

CLG LLC’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 		$534K Buy
1,047
+99
+10% +$53.5K 0.12% 91
2026
Q1 		$573K Buy
948
+3
+0.3% +$1.85K 0.14% 80
2025
Q4 		$457K Buy
+945
New +$452K 0.11% 93

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CLG LLC's LMT Position: Q2 2026 in Review

CLG LLC increased its Lockheed Martin (LMT) stake by 10% in Q2 2026, buying an estimated $53.5K and bringing the position to 1,047 shares worth $534K. The position accounts for 0.12% of the portfolio, ranked #91.

CLG LLC first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $573K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • CLG LLC held 1,047 shares of Lockheed Martin worth $534K as of Q2 2026.
  • CLG LLC bought 99 Lockheed Martin shares in Q2 2026, an estimated $53.5K.
  • Lockheed Martin made up 0.12% of CLG LLC's portfolio in Q2 2026, its #91 holding.
  • CLG LLC first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • CLG LLC's Lockheed Martin position peaked at $573K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.