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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

  1. period ended2026-06-30
    13F 33,732 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 41,736 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 46,365 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 48,128 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 81,375 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 82,591 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 105,126 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 107,916 shares
    Change 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), ingested

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