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Scharf Investments, LLC: LMT position timeline

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

Scharf Investments, LLC held 87,401 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,401 shares
    Change vs previous 13F -8,672 shares

    1.47% of the 13F portfolio, value $44,533,256.

    13F-HR 0001463746-26-000003 filed by Scharf Investments, 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 96,073 shares
    Change vs previous 13F -59,105 shares

    1.79% of the 13F portfolio, value $58,073,164.

    13F-HR 0001463746-26-000002 filed by Scharf Investments, 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 155,178 shares
    Change vs previous 13F -26,656 shares

    2.02% of the 13F portfolio, value $75,062,403.

    13F-HR 0001463746-26-000001 filed by Scharf Investments, 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 181,834 shares
    Change vs previous 13F -12,475 shares

    2.28% of the 13F portfolio, value $90,780,815.

    13F-HR 0001463746-25-000002 filed by Scharf Investments, 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 194,309 shares
    Change vs previous 13F +69 shares

    2.59% of the 13F portfolio, value $89,999,662.

    13F-HR 0001085146-25-003788 filed by Scharf Investments, 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 194,240 shares
    Change vs previous 13F -3,546 shares

    2.62% of the 13F portfolio, value $86,769,306.

    13F-HR 0001085146-25-002253 filed by Scharf Investments, 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 197,786 shares
    Change vs previous 13F -11,057 shares

    2.85% of the 13F portfolio, value $96,111,996.

    13F-HR 0001085146-25-000462 filed by Scharf Investments, 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 208,843 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $122,081,056.

    13F-HR 0001085146-24-004931 filed by Scharf Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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