LMT LOCKHEED MARTIN CORP COMMON

Ownership history in LYNCH & ASSOCIATES/IN  ·  52 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported LOCKHEED MARTIN CORP COMMON (LMT) in 52 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.97% in 2024 Q3. The latest visible filing shows LMT at 1.43% 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 LYNCH & ASSOCIATES/IN's position in LOCKHEED MARTIN CORP COMMON, 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 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.97% 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
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 LYNCH & ASSOCIATES/IN 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 ADDED 15,632 +116 +0.7% 1.43% $7.6M 2026-02-14 (Est.) $649.16
2025 Q3 REDUCED 15,516 -237 -1.5% 1.50% $7.7M 2025-10-07 $504.56
2025 Q2 REDUCED 15,753 -6 -0.0% 1.47% $7.3M 2025-07-15 $460.77
2025 Q1 REDUCED 15,759 -141 -0.9% 1.52% $7.0M 2025-04-17 $451.74
2024 Q4 REDUCED 15,900 -17 -0.1% 1.68% $7.7M 2025-01-10 $452.26
2024 Q3 REDUCED 15,917 -201 -1.2% 1.97% $9.3M 2024-10-15 $580.95
2024 Q2 ADDED 16,118 +558 +3.6% 1.70% $7.5M 2024-08-06 $517.15
2024 Q1 REDUCED 15,560 -759 -4.7% 1.63% $7.1M 2024-04-09 $424.53
2023 Q4 REDUCED 16,319 -255 -1.5% 1.80% $7.4M 2024-01-08 $431.83
2023 Q3 REDUCED 16,574 -82 -0.5% 1.79% $6.8M 2023-10-24 $412.22
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and LMT

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

How long has LYNCH & ASSOCIATES/IN reported owning LMT?

LYNCH & ASSOCIATES/IN reported LMT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LMT position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for LMT was 1.97% in 2024 Q3.

What is the latest reported LMT position on this page?

The most recent filing on this page is 2025 Q4, when LYNCH & ASSOCIATES/IN reported 15,632 shares, equal to 1.43% of portfolio, with an estimated market value of $7.6M.

What does the chart on this LMT ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN'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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