Moran Wealth Management, LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on LMT, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 33,732 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 33,732 sharesChange vs previous 13F -8,004 shares
0.47% of the 13F portfolio, value $17,185,105.
13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 41,736 sharesChange vs previous 13F -4,629 shares
0.77% of the 13F portfolio, value $25,224,821.
13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 46,365 sharesChange vs previous 13F -1,763 shares
0.69% of the 13F portfolio, value $22,425,360.
13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 48,128 sharesChange vs previous 13F -33,247 shares
0.72% of the 13F portfolio, value $24,026,026.
13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 81,375 sharesChange vs previous 13F -1,216 shares
1.17% of the 13F portfolio, value $37,688,051.
13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 82,591 sharesChange vs previous 13F -22,535 shares
1.24% of the 13F portfolio, value $36,894,242.
13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 105,126 sharesChange vs previous 13F -2,790 shares
1.63% of the 13F portfolio, value $51,084,928.
13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 107,916 sharesChange vs previous 13F not available
1.94% of the 13F portfolio, value $63,083,377.
13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).