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Stack Financial Management, Inc: LMT position timeline

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

Stack Financial Management, Inc held 44,145 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 44,145 shares
    Change vs previous 13F +1,480 shares

    1.76% of the 13F portfolio, value $22,490,068.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    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 42,665 shares
    Change vs previous 13F -738 shares

    1.89% of the 13F portfolio, value $25,786,248.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    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 43,403 shares
    Change vs previous 13F -1,306 shares

    1.6% of the 13F portfolio, value $20,992,688.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    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 44,709 shares
    Change vs previous 13F -283 shares

    1.85% of the 13F portfolio, value $22,319,137.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    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 44,992 shares
    Change vs previous 13F -999 shares

    1.84% of the 13F portfolio, value $20,837,556.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    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 45,991 shares
    Change vs previous 13F -1,091 shares

    1.71% of the 13F portfolio, value $20,544,602.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    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 47,082 shares
    Change vs previous 13F -157 shares

    2.09% of the 13F portfolio, value $22,878,986.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    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 47,239 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $27,613,980.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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