Ownership history in OBSIDIAN CIO, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which OBSIDIAN CIO, LLC reported a position in LOCKHEED MARTIN CORP (LMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π OBSIDIAN CIO, LLC underperformed the S&P 500 by β11.1% annually on this LMT position. Timing score: 64% (7/11 decisions correct). Average cost basis: $398.68. Maximum drawdown during holding period: β22.5%.
β Significantly underperformed the S&P 500 by 11.1% ann.
12 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $382.36 (2023 Q3) Β· Worst: $492.85 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 4 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size