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McKinley Carter Wealth Services, Inc.: LMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McKinley Carter Wealth Services, Inc. on LMT, newest first. How the timeline and the estimate are built.

McKinley Carter Wealth Services, Inc. held 7,669 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,669 shares
    Change vs previous 13F +243 shares

    0.2% of the 13F portfolio, value $3,907,164.

    13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
    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 7,426 shares
    Change vs previous 13F -171 shares

    0.26% of the 13F portfolio, value $4,488,028.

    13F-HR 0001484265-26-000002 filed by McKinley Carter Wealth Services, Inc.
    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 7,597 shares
    Change vs previous 13F +169 shares

    0.21% of the 13F portfolio, value $3,674,645.

    13F-HR 0001484265-26-000001 filed by McKinley Carter Wealth Services, Inc.
    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 7,428 shares
    Change vs previous 13F +65 shares

    0.19% of the 13F portfolio, value $3,708,313.

    13F-HR 0001484265-25-000003 filed by McKinley Carter Wealth Services, Inc.
    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 7,363 shares
    Change vs previous 13F +681 shares

    0.19% of the 13F portfolio, value $3,410,296.

    13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
    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 6,682 shares
    Change vs previous 13F +30 shares

    0.18% of the 13F portfolio, value $2,984,888.

    13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
    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 6,652 shares
    Change vs previous 13F +57 shares

    0.2% of the 13F portfolio, value $3,232,406.

    13F-HR 0001085146-25-000416 filed by McKinley Carter Wealth Services, Inc.
    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 6,595 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,855,399.

    13F-HR 0001085146-24-004914 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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