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McClarren Financial Advisors’s Lockheed Martin LMT Stock Holding History

McClarren Financial 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
Q2 		– Sell
-516
Closed -$77K – 198
2025
Q1 		$77K Buy
+516
New +$238K 0.05% 116
2024
Q4 		– Sell
-653
Closed -$66 – 269
2024
Q3 		$66 Sell
653
-281
-30% -$151K 0.01% 113
2024
Q2 		$79K Buy
934
+766
+456% +$354K 0.06% 118
2024
Q1 		$77K Buy
168
+1
+0.6% +$438 0.06% 114
2023
Q4 		$76K Buy
167
+2
+1% +$886 0.06% 125
2023
Q3 		$67K Hold
165
– – 0.06% 127
2023
Q2 		$76K Sell
165
-8
-5% -$3.71K 0.06% 126
2023
Q1 		$81K Buy
173
+1
+0.6% +$469 0.07% 113
2022
Q4 		$83K Buy
172
+1
+0.6% +$465 0.08% 113
2022
Q3 		$66K Buy
+171
New +$71.4K 0.07% 110
2022
Q2 		– Sell
-168
Closed -$73K – 159
2022
Q1 		$73K Sell
168
-1
-0.6% -$405 0.05% 101
2021
Q4 		$60K Buy
169
+3
+2% +$1.04K 0.04% 125
2021
Q3 		$57K Buy
166
+2
+1% +$724 0.04% 108
2021
Q2 		$62K Hold
164
– – 0.05% 105
2021
Q1 		$60K Buy
164
+1
+0.6% +$343 0.05% 102
2020
Q4 		$57K Buy
+163
New +$59.9K 0.05% 95

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McClarren Financial Advisors's LMT Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 516 shares — an estimated $77K sold.

McClarren Financial Advisors first reported a position in LMT in Q4 2020 and held it in 16 quarters. The position peaked at $83K in Q4 2022. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 516 Lockheed Martin shares in Q2 2025, an estimated $77K.
  • McClarren Financial Advisors first reported a position in Lockheed Martin in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's Lockheed Martin position peaked at $83K in Q4 2022.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.