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CAPTRUST FINANCIAL ADVISORS: LMT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 356,669 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 356,669 shares
    Change vs previous 13F +55,987 shares

    0.28% of the 13F portfolio, value $181,708,485.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 300,682 shares
    Change vs previous 13F +74,138 shares

    0.32% of the 13F portfolio, value $181,724,965.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 226,544 shares
    Change vs previous 13F +4,445 shares

    0.21% of the 13F portfolio, value $109,572,394.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 222,099 shares
    Change vs previous 13F -3,562 shares

    0.23% of the 13F portfolio, value $110,874,233.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 225,661 shares
    Change vs previous 13F +425 shares

    0.23% of the 13F portfolio, value $104,512,853.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 225,236 shares
    Change vs previous 13F +15,117 shares

    0.25% of the 13F portfolio, value $100,615,254.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 210,119 shares
    Change vs previous 13F +10,417 shares

    0.29% of the 13F portfolio, value $102,105,246.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 199,702 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $116,737,957.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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