LMT LOCKHEED MARTIN CORP

Ownership history in StrongBox Wealth, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which StrongBox Wealth, 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.35% (2020 Q1)
Avg. % of fund
0.18%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 477 -5 -1.0% 0.08% $238K $492.85
2025 Q2 REDUCED 482 -31 -6.0% 0.08% $224K $453.93
2025 Q1 REDUCED 513 -23 -4.3% 0.10% $229K $434.83
2024 Q4 REDUCED 536 -260 -32.7% 0.11% $260K $469.55
2024 Q3 UNCHANGED 796 0% 0.20% $465K $561.32
2024 Q2 ADDED 796 +270 +51.3% 0.18% $372K $446.05
2024 Q1 UNCHANGED 526 0% 0.14% $238K $431.46
2023 Q4 ADDED 526 +10 +1.9% 0.14% $238K $426.78
2023 Q3 REDUCED 516 -12 -2.3% 0.13% $211K $382.36
2023 Q2 REDUCED 528 -80 -13.2% 0.15% $243K $427.58
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LMT price (monthly, adj. close)
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