Ownership history in TL Private Wealth · 25 quarters on record
This page tracks every 13F SEC filing in which TL Private Wealth 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 1,810 | — | 0% | 0.38% | $983K | $481.13 |
| 2025 Q3 | UNCHANGED | 1,810 | — | 0% | 0.37% | $912K | $492.85 |
| 2025 Q2 | UNCHANGED | 1,810 | — | 0% | 0.35% | $849K | $453.93 |
| 2025 Q1 | UNCHANGED | 1,810 | — | 0% | 0.40% | $802K | $434.83 |
| 2024 Q4 | REDUCED | 1,810 | -100 | -5.2% | 0.39% | $876K | $469.55 |
| 2024 Q3 | REDUCED | 1,910 | -25 | -1.3% | 0.52% | $1.2M | $561.32 |
| 2024 Q2 | UNCHANGED | 1,935 | — | 0% | 0.41% | $907K | $446.05 |
| 2024 Q1 | UNCHANGED | 1,935 | — | 0% | 0.43% | $866K | $431.46 |
| 2023 Q4 | UNCHANGED | 1,935 | — | 0% | 0.45% | $877K | $426.78 |
| 2023 Q3 | UNCHANGED | 1,935 | — | 0% | 0.48% | $845K | $382.36 |
As of 2025 Q4 — sorted by position size