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ALBION FINANCIAL GROUP /UT: LMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALBION FINANCIAL GROUP /UT on LMT, newest first. How the timeline and the estimate are built.

ALBION FINANCIAL GROUP /UT held 28,377 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,377 shares
    Change vs previous 13F -161 shares

    0.84% of the 13F portfolio, value $14,457,198.

    13F-HR 0001054677-26-000004 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,538 shares
    Change vs previous 13F +119 shares

    1.11% of the 13F portfolio, value $17,247,924.

    13F-HR 0001054677-26-000003 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,419 shares
    Change vs previous 13F -2,016 shares

    0.86% of the 13F portfolio, value $13,745,457.

    13F-HR 0001054677-26-000002 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,435 shares
    Change vs previous 13F +142 shares

    0.92% of the 13F portfolio, value $15,193,579.

    13F-HR 0001054677-25-000008 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,293 shares
    Change vs previous 13F +190 shares

    0.92% of the 13F portfolio, value $14,030,108.

    13F-HR 0001054677-25-000005 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,103 shares
    Change vs previous 13F -616 shares

    0.95% of the 13F portfolio, value $13,447,138.

    13F-HR 0001054677-25-000003 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 30,719 shares
    Change vs previous 13F -424 shares

    1.02% of the 13F portfolio, value $14,927,470.

    13F-HR 0001054677-25-000002 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,143 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $18,204,939.

    13F-HR 0001054677-24-000007 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).