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MAI Capital Management: LMT position timeline

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

MAI Capital Management held 39,306 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,306 shares
    Change vs previous 13F +3,337 shares

    0.08% of the 13F portfolio, value $20,025,419.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 35,969 shares
    Change vs previous 13F +866 shares

    0.12% of the 13F portfolio, value $21,739,580.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 35,103 shares
    Change vs previous 13F +2,044 shares

    0.1% of the 13F portfolio, value $16,978,031.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 33,059 shares
    Change vs previous 13F -4,928 shares

    0.1% of the 13F portfolio, value $16,503,544.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 37,987 shares
    Change vs previous 13F +721 shares

    0.12% of the 13F portfolio, value $17,593,447.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 37,266 shares
    Change vs previous 13F -2,530 shares

    0.13% of the 13F portfolio, value $16,646,921.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 39,796 shares
    Change vs previous 13F +2,593 shares

    0.14% of the 13F portfolio, value $19,338,566.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 37,203 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $21,747,279.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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