LMT LOCKHEED MARTIN CORP

Ownership history in Divergent Planning, LLC  ·  17 quarters on record

AI Ownership Summary

Divergent Planning, LLC reported LOCKHEED MARTIN CORP (LMT) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.16% in 2024 Q4. The latest visible filing shows LMT at 0.13% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Divergent Planning, LLC's position in LOCKHEED MARTIN CORP, 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
2025 Q4

LMT was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How Divergent Planning, LLC held LMT — position size vs. price
% of Fund (quarterly)    LMT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,009 0% 0.13% $502K 2026-02-14 (Est.) $649.16
2025 Q3 ADDED 1,009 +526 +108.9% 0.14% $470K 2025-10-09 $501.29
2025 Q2 REDUCED 483 -526 -52.1% 0.08% $224K 2025-07-09 $453.85
2025 Q1 UNCHANGED 1,009 0% 0.15% $457K 2025-04-09 $449.95
2024 Q4 ADDED 1,009 +387 +62.2% 0.16% $472K 2025-01-16 $470.44
2024 Q3 UNCHANGED 622 0% 0.14% $376K 2024-10-07 $581.47
2024 Q2 UNCHANGED 622 0% 0.12% $290K 2024-07-12 $442.83
2024 Q1 UNCHANGED 622 0% 0.12% $282K 2024-04-12 $427.22
2023 Q4 UNCHANGED 622 0% 0.14% $284K 2024-01-10 $428.81
2023 Q3 UNCHANGED 622 0% 0.15% $272K 2023-10-13 $412.37
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Divergent Planning, 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 Divergent Planning, LLC reported owning LMT?

Divergent Planning, LLC reported LMT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LMT position in Divergent Planning, LLC's portfolio?

The largest reported portfolio weight for LMT was 0.16% in 2024 Q4.

What is the latest reported LMT position on this page?

The most recent filing on this page is 2025 Q4, when Divergent Planning, LLC reported 1,009 shares, equal to 0.13% of portfolio, with an estimated market value of $502K.

What does the chart on this LMT ownership page compare?

The chart compares Divergent Planning, 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.

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