Advisors Capital Management, LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on LMT, newest first. How the timeline and the estimate are built.
Advisors Capital Management, LLC held 90,123 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 90,123 sharesChange vs previous 13F +4,492 shares
0.49% of the 13F portfolio, value $45,914,186.
13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 85,631 sharesChange vs previous 13F +173 shares
0.6% of the 13F portfolio, value $51,754,803.
13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 85,458 sharesChange vs previous 13F +203 shares
0.49% of the 13F portfolio, value $41,333,524.
13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 85,255 sharesChange vs previous 13F +2,459 shares
0.53% of the 13F portfolio, value $42,560,174.
13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 82,796 sharesChange vs previous 13F +2,251 shares
0.53% of the 13F portfolio, value $38,346,353.
13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 80,545 sharesChange vs previous 13F +2,518 shares
0.56% of the 13F portfolio, value $35,980,473.
13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 78,027 sharesChange vs previous 13F +1,862 shares
0.6% of the 13F portfolio, value $37,916,856.
13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 76,165 sharesChange vs previous 13F not available
0.72% of the 13F portfolio, value $44,523,000.
13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).