Wellington Shields Capital Management, LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on LMT, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 5,990 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 5,990 sharesChange vs previous 13F -27 shares
0.25% of the 13F portfolio, value $3,051,440.
13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 3,537 shares
- Wellington Shields & Co., LLC: 2,453 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,017 sharesChange vs previous 13F -363 shares
0.34% of the 13F portfolio, value $3,636,751.
13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 3,564 shares
- Wellington Shields & Co., LLC: 2,453 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,380 sharesChange vs previous 13F -298 shares
0.28% of the 13F portfolio, value $3,085,703.
13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 3,720 shares
- Wellington Shields & Co., LLC: 2,660 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,678 sharesChange vs previous 13F +197 shares
0.32% of the 13F portfolio, value $3,333,760.
13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 3,718 shares
- Wellington Shields & Co., LLC: 2,960 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,481 sharesChange vs previous 13F -300 shares
0.32% of the 13F portfolio, value $3,001,830.
13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 3,721 shares
- Wellington Shields & Co., LLC: 2,760 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,781 sharesChange vs previous 13F +573 shares
0.35% of the 13F portfolio, value $3,029,296.
13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 4,121 shares
- Wellington Shields & Co., LLC: 2,660 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,208 sharesChange vs previous 13F -1 shares
0.34% of the 13F portfolio, value $3,016,786.
13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 3,948 shares
- Wellington Shields & Co., LLC: 2,260 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,209 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $3,629,618.
13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 3,946 shares
- Wellington Shields & Co., LLC: 2,263 shares
Acceptance time not in the bulk data set (spec §4.2).