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 Q2	$21.3M	Buy	41,803 +7,593	+22%	+$4.1M	1.73%	21
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 $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Clough Capital Partners's LMT Position: Q2 2026 in Review

Clough Capital Partners increased its Lockheed Martin (LMT) stake by 22% in Q2 2026, buying an estimated $4.1M and bringing the position to 41,803 shares worth $21.3M. The position accounts for 1.73% of the portfolio, ranked #21.

Clough Capital Partners first reported a position in LMT in Q1 2022 and has held it in 12 quarters since. The position peaked at $31M in Q3 2025. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Clough Capital Partners held 41,803 shares of Lockheed Martin worth $21.3M as of Q2 2026.
Clough Capital Partners bought 7,593 Lockheed Martin shares in Q2 2026, an estimated $4.1M.
Lockheed Martin made up 1.73% of Clough Capital Partners's portfolio in Q2 2026, its #21 holding.
Clough Capital Partners first reported a position in Lockheed Martin in Q1 2022 and has held it in 12 quarters since.
Clough Capital Partners's Lockheed Martin position peaked at $31M in Q3 2025.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Clough Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.