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Jacobi Capital Management LLC: LMT position timeline

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

Jacobi Capital Management LLC held 8,489 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,489 shares
    Change vs previous 13F -190 shares

    0.21% of the 13F portfolio, value $4,324,292.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
    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 8,679 shares
    Change vs previous 13F +180 shares

    0.29% of the 13F portfolio, value $5,245,092.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
    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 8,499 shares
    Change vs previous 13F +261 shares

    0.24% of the 13F portfolio, value $4,110,628.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
    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 8,238 shares
    Change vs previous 13F +225 shares

    0.25% of the 13F portfolio, value $4,112,079.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
    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 8,013 shares
    Change vs previous 13F +64 shares

    0.25% of the 13F portfolio, value $3,711,407.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
    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 7,949 shares
    Change vs previous 13F +716 shares

    0.26% of the 13F portfolio, value $3,550,788.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
    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 7,233 shares
    Change vs previous 13F +296 shares

    0.26% of the 13F portfolio, value $3,514,805.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
    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 6,937 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,055,134.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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