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PINNACLE ASSOCIATES LTD: LMT position timeline

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

PINNACLE ASSOCIATES LTD held 28,503 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,503 shares
    Change vs previous 13F -1,024 shares

    0.16% of the 13F portfolio, value $14,521,184.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    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 29,527 shares
    Change vs previous 13F +67 shares

    0.23% of the 13F portfolio, value $17,846,120.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    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 29,460 shares
    Change vs previous 13F +631 shares

    0.18% of the 13F portfolio, value $14,248,989.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    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 28,829 shares
    Change vs previous 13F +60 shares

    0.19% of the 13F portfolio, value $14,391,568.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    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 28,769 shares
    Change vs previous 13F -2,134 shares

    0.19% of the 13F portfolio, value $13,323,933.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    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 30,903 shares
    Change vs previous 13F +840 shares

    0.2% of the 13F portfolio, value $13,804,717.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    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 30,063 shares
    Change vs previous 13F -516 shares

    0.2% of the 13F portfolio, value $14,608,800.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    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 30,579 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $13,859,731.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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