BURKETT FINANCIAL SERVICES, LLC LMT — Lockheed Martin

Ownership history in BURKETT FINANCIAL SERVICES, LLC  ·  7 quarters on record

AI Ownership Summary

BURKETT FINANCIAL SERVICES, LLC reported Lockheed Martin (LMT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows LMT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURKETT FINANCIAL SERVICES, LLC's position in Lockheed Martin, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LMT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LMT stock page BURKETT FINANCIAL SERVICES, LLC fund profile BURKETT FINANCIAL SERVICES, LLC full holdings
How BURKETT FINANCIAL SERVICES, LLC held LMT — position size vs. price
% of Fund (quarterly)    LMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 57 — 0% 0.01% $35K 2026-05-15 (Est.) $512.29
2025 Q4 UNCHANGED — — — 57 — 0% 0.01% $28K 2026-01-05 $508.89
2025 Q3 ADDED — — — 57 +1 +1.8% 0.01% $28K 2025-11-24 $445.31
2025 Q2 UNCHANGED — — — 56 — 0% 0.01% $26K 2025-07-01 $456.67
2025 Q1 UNCHANGED — — — 56 — 0% 0.01% $25K 2025-04-11 $462.27
2024 Q4 ADDED — — — 56 +1 +1.8% 0.01% $27K 2025-01-06 $450.28
2024 Q3 INITIATED — — — 55 — — 0.01% $32K 2024-10-08 $583.88

🏢 Other funds also holding LMT

As of 2026 Q1 — sorted by position size

Werlinich Asset Management, LLC 4.47% Founders Capital Management 3Y 7Y 4.42% ASSET PLANNING SERVICES INC /LA/ /ADV 3Y 7Y 3.95% Corundum Group, Inc. 3Y 7Y 3.85% JEPPSON WEALTH MANAGEMENT, LLC 3Y 3.72% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 3.34% Chronos Wealth Management, LLC 3Y 3.33% PENN DAVIS MCFARLAND INC 3Y 7Y 3.28% Focused Investors LLC 3Y 7Y 3.2% S.E.E.D. Planning Group LLC 3Y 3.0%

FAQ About BURKETT FINANCIAL SERVICES, LLC and LMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURKETT FINANCIAL SERVICES, LLC reported owning LMT?

BURKETT FINANCIAL SERVICES, LLC reported LMT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LMT position in BURKETT FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for LMT was 0.01% in 2024 Q3.

What is the latest reported LMT position on this page?

The most recent filing on this page is 2026 Q1, when BURKETT FINANCIAL SERVICES, LLC reported 57 shares, equal to 0.01% of portfolio, with an estimated market value of $35K.

What does the chart on this LMT ownership page compare?

The chart compares BURKETT FINANCIAL SERVICES, LLC's quarterly LMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURKETT FINANCIAL SERVICES, LLC time their LMT position?

Based on 13F filing dates vs. subsequent LMT price moves, BURKETT FINANCIAL SERVICES, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on LMT relative to SPY over the holding period was -20.6%.

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