Clough Capital Partners’s Lockheed Martin LMT Stock Holding History

Clough Capital Partners’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	$20.7M	Buy	34,210 +31,635	+1,229%	+$19.5M	1.99%	21
2025 Q4	$1.25M	Sell	2,575 -59,560	-96%	-$28.5M	0.11%	88
2025 Q3	$31M	Buy	+62,135	New	+$28.2M	2.72%	14
2024 Q2	–	Sell	-815	Closed	-$371K	–	131
2024 Q1	$371K	Hold	815	–	–	0.04%	113
2023 Q4	$369K	Sell	815 -185	-19%	-$82K	0.04%	158
2023 Q3	$409K	Hold	1,000	–	–	0.04%	142
2023 Q2	$460K	Sell	1,000 -2,900	-74%	-$1.35M	0.05%	157
2023 Q1	$1.84M	Hold	3,900	–	–	0.2%	110
2022 Q4	$1.9M	Buy	+3,900	New	+$1.81M	0.19%	101
2022 Q3	–	Sell	-45,090	Closed	-$19.4M	–	95
2022 Q2	$19.4M	Buy	45,090 +21,570	+92%	+$9.47M	2.41%	15
2022 Q1	$10.4M	Buy	+23,520	New	+$9.53M	0.79%	48

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clough Capital Partners's LMT Position: Q1 2026 in Review

Clough Capital Partners increased its Lockheed Martin (LMT) stake by 1,229% in Q1 2026, buying an estimated $19.5M and bringing the position to 34,210 shares worth $20.7M. The position accounts for 1.99% of the portfolio, ranked #21.

Clough Capital Partners first reported a position in LMT in Q1 2022 and has held it in 11 quarters since. The position peaked at $31M in Q3 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Clough Capital Partners held 34,210 shares of Lockheed Martin worth $20.7M as of Q1 2026.
Clough Capital Partners bought 31,635 Lockheed Martin shares in Q1 2026, an estimated $19.5M.
Lockheed Martin made up 1.99% of Clough Capital Partners's portfolio in Q1 2026, its #21 holding.
Clough Capital Partners first reported a position in Lockheed Martin in Q1 2022 and has held it in 11 quarters since.
Clough Capital Partners's Lockheed Martin position peaked at $31M in Q3 2025.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Clough Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.