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Oak Asset Management, LLC: LMT position timeline

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

Oak Asset Management, LLC held 2,519 LMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,519 shares
    Change vs previous 13F +15 shares

    0.4% of the 13F portfolio, value $1,282,801.

    13F-HR 0001726375-26-000005 filed by Oak Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,504 shares
    Change vs previous 13F +5 shares

    0.41% of the 13F portfolio, value $1,275,688.

    13F-HR 0001726375-26-000003 filed by Oak Asset 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 ended2026-03-31
    13F 2,499 shares
    Change vs previous 13F -3 shares

    0.52% of the 13F portfolio, value $1,510,371.

    13F-HR 0001726375-26-000002 filed by Oak Asset 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 ended2025-12-31
    13F 2,502 shares
    Change vs previous 13F +15 shares

    0.41% of the 13F portfolio, value $1,210,142.

    13F-HR 0001726375-26-000001 filed by Oak Asset 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 ended2025-09-30
    13F 2,487 shares
    Change vs previous 13F +550 shares

    0.42% of the 13F portfolio, value $1,241,535.

    13F-HR 0001726375-25-000003 filed by Oak Asset 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 ended2025-06-30
    13F 1,937 shares
    Change vs previous 13F +20 shares

    0.32% of the 13F portfolio, value $897,102.

    13F-HR 0001085146-25-003766 filed by Oak Asset 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 ended2025-03-31
    13F 1,917 shares
    Change vs previous 13F +100 shares

    0.31% of the 13F portfolio, value $856,343.

    13F-HR 0001085146-25-002040 filed by Oak Asset 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 ended2024-12-31
    13F 1,817 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $882,953.

    13F-HR 0001085146-25-000173 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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