LMT — LOCKHEED MARTIN COM

Ownership history in WINDWARD CAPITAL MANAGEMENT CO /CA  ·  61 quarters on record

AI Ownership Summary

WINDWARD CAPITAL MANAGEMENT CO /CA reported LOCKHEED MARTIN COM (LMT) in 61 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.63% in 2024 Q3. The latest visible filing shows LMT at 2.09% 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 WINDWARD CAPITAL MANAGEMENT CO /CA's position in LOCKHEED MARTIN COM, 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 2.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.63% 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 Q4 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.

LMT stock page WINDWARD CAPITAL MANAGEMENT CO /CA fund profile WINDWARD CAPITAL MANAGEMENT CO /CA full holdings
How WINDWARD CAPITAL MANAGEMENT CO /CA held LMT — position size vs. price
% of Fund (quarterly)    LMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 54,468 -1,945 -3.4% 2.09% $26.3M 2026-02-14 (Est.) $649.16
2025 Q3 REDUCED 56,413 -239 -0.4% 2.25% $28.2M 2025-10-30 $483.48
2025 Q2 REDUCED 56,652 -268 -0.5% 2.23% $26.2M 2025-08-12 $422.98
2025 Q1 REDUCED 56,920 -1,658 -2.8% 2.19% $25.4M 2025-05-13 $447.60
2024 Q4 REDUCED 58,578 -374 -0.6% 2.18% $28.5M 2025-01-27 $486.70
2024 Q3 ADDED 58,952 +1,237 +2.1% 2.63% $34.5M 2024-11-01 $523.67
2024 Q2 REDUCED 57,715 -705 -1.2% 2.27% $27.0M 2024-08-06 $517.15
2024 Q1 REDUCED 58,420 -541 -0.9% 2.22% $26.6M 2024-05-07 $442.66
2023 Q4 REDUCED 58,961 -122 -0.2% 2.28% $26.7M 2024-01-16 $431.11
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LMT

As of 2026 Q1 — sorted by position size

Werlinich Asset Management, LLC 4.47% JEPPSON WEALTH MANAGEMENT, LLC 3Y 3.72% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 3.34% Victrix Investment Advisors 2.64% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.53% Deane Retirement Strategies, Inc. 3Y 7Y 2.38% ATWOOD & PALMER INC 3Y 7Y 2.32% Abacus FCF Advisors LLC 3Y 7Y 2.25% Granite Group Advisors, LLC 1.83% Rydar Equities, Inc. 1.79%

FAQ About WINDWARD CAPITAL MANAGEMENT CO /CA and LMT

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

How long has WINDWARD CAPITAL MANAGEMENT CO /CA reported owning LMT?

WINDWARD CAPITAL MANAGEMENT CO /CA reported LMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LMT position in WINDWARD CAPITAL MANAGEMENT CO /CA's portfolio?

The largest reported portfolio weight for LMT was 2.63% in 2024 Q3.

What is the latest reported LMT position on this page?

The most recent filing on this page is 2025 Q4, when WINDWARD CAPITAL MANAGEMENT CO /CA reported 54,468 shares, equal to 2.09% of portfolio, with an estimated market value of $26.3M.

What does the chart on this LMT ownership page compare?

The chart compares WINDWARD CAPITAL MANAGEMENT CO /CA'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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