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Total Clarity Wealth Management’s Lockheed Martin LMT Stock Holding History

Total Clarity Wealth Management’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
-454
Closed -$221K – 317
2025
Q1 		$221K Hold
454
– – 0.07% 236
2024
Q4 		$221K Sell
454
-10
-2% -$5.45K 0.07% 236
2024
Q3 		$271K Buy
464
+15
+3% +$8.05K 0.09% 207
2024
Q2 		$210K Sell
449
-8
-2% -$3.7K 0.07% 231
2024
Q1 		$208K Hold
457
– – 0.07% 249
2023
Q4 		$207K Sell
457
-67
-13% -$29.7K 0.08% 220
2023
Q3 		$214K Sell
524
-86
-14% -$38.2K 0.1% 201
2023
Q2 		$281K Sell
610
-15
-2% -$6.96K 0.14% 161
2023
Q1 		$295K Buy
625
+17
+3% +$7.97K 0.16% 129
2022
Q4 		$296K Buy
608
+12
+2% +$5.58K 0.15% 159
2022
Q3 		$230K Buy
596
+13
+2% +$5.43K 0.14% 187
2022
Q2 		$251K Buy
583
+44
+8% +$19.3K 0.13% 167
2022
Q1 		$238K Sell
539
-355
-40% -$144K 0.13% 191
2021
Q4 		$318K Buy
894
+7
+0.8% +$2.42K 0.14% 151
2021
Q3 		$306K Sell
887
-12
-1% -$4.34K 0.15% 154
2021
Q2 		$340K Sell
899
-29
-3% -$11.2K 0.19% 145
2021
Q1 		$343K Buy
+928
New +$318K 0.2% 119
2020
Q1 		– Sell
-479
Closed -$187K – 382
2019
Q4 		$187K Buy
+479
New +$184K 0.14% 125

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

Total Clarity Wealth Management's LMT Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 454 shares — an estimated $221K sold.

Total Clarity Wealth Management first reported a position in LMT in Q4 2019 and held it in 18 quarters. The position peaked at $343K in Q1 2021. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Total Clarity Wealth Management reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 454 Lockheed Martin shares in Q2 2025, an estimated $221K.
  • Total Clarity Wealth Management first reported a position in Lockheed Martin in Q4 2019 and held it in 18 quarters.
  • Total Clarity Wealth Management's Lockheed Martin position peaked at $343K in Q1 2021.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.