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CX Institutional: LMT position timeline

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

CX Institutional held 18,415 LMT shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,415 shares
    Change vs previous 13F +15,480 shares

    0.25% of the 13F portfolio, value $9,378,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,935 shares
    Change vs previous 13F -16,506 shares

    0.04% of the 13F portfolio, value $1,495,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,441 shares
    Change vs previous 13F -19 shares

    0.36% of the 13F portfolio, value $11,750,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,460 shares
    Change vs previous 13F +1,208 shares

    0.28% of the 13F portfolio, value $9,412,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,252 shares
    Change vs previous 13F +2,731 shares

    0.28% of the 13F portfolio, value $9,111,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 15,521 shares
    Change vs previous 13F +670 shares

    0.25% of the 13F portfolio, value $7,188,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,851 shares
    Change vs previous 13F -3,734 shares

    0.25% of the 13F portfolio, value $6,634,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,585 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,031,636.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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