LMT — LOCKHEED MARTIN CORP COM

Ownership history in Stack Financial Management, Inc  ·  32 quarters on record

This page tracks every 13F SEC filing in which Stack Financial Management, Inc reported a position in LOCKHEED MARTIN CORP COM (LMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.74% (2023 Q1)
Avg. % of fund
1.39%
First filed
2004 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 43,403 -1,306 -2.9% 1.60% $21.0M $481.13
2025 Q3 REDUCED 44,709 -283 -0.6% 1.85% $22.3M $492.85
2025 Q2 REDUCED 44,992 -999 -2.2% 1.84% $20.8M $453.93
2025 Q1 REDUCED 45,991 -1,091 -2.3% 1.71% $20.5M $434.83
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LMT price (monthly, adj. close)

Other funds also holding LMT

As of 2025 Q4 — sorted by position size

Spectrum Financial Alliance Ltd LLC 3Y 7Y 9.46% Sunriver Management LLC 3Y 7Y 6.56% Belfer Management LLC 3Y 7Y 6.35% Campion Asset Management 3Y 5.84% Old West Investment Management, LLC 3Y 7Y 4.63% Corundum Group, Inc. 3Y 7Y 4.18% Founders Capital Management 3Y 7Y 3.69% Paradiem, LLC 3Y 3.68% Werlinich Asset Management, LLC 3.66% Minneapolis Portfolio Management Group, LLC 3Y 7Y 3.6%
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