SEC 13F Intelligence

Stack Financial Management, Inc / LMT

Stack Financial Management, Inc’s Lockheed Martin Corp Position

Does Stack Financial Management, Inc own Lockheed Martin Corp (LMT)? Yes — 42.7K shares worth $26M (+1.89% of its 13F portfolio) as of Q1 2026, down from 43.4K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
42.7K
% of Portfolio
+1.89%
Quarters Held
24
currently held

Position History LMT

Reported value by quarter
Q2 ’20: $9MQ2 ’20Q3 ’20: $9MQ4 ’20: $16MQ1 ’21: $17MQ1 ’21Q2 ’21: $17MQ3 ’21: $16MQ4 ’21: $16MQ4 ’21Q1 ’22: $20MQ2 ’22: $20MQ3 ’22: $18MQ3 ’22Q4 ’22: $23MQ1 ’23: $23MQ2 ’23: $22MQ2 ’23Q3 ’23: $20MQ4 ’23: $22MQ1 ’24: $21MQ1 ’24Q2 ’24: $22MQ3 ’24: $28MQ4 ’24: $23MQ4 ’24Q1 ’25: $21MQ2 ’25: $21MQ3 ’25: $22MQ3 ’25Q4 ’25: $21MQ1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202642.7K$26M+1.89%
Q4 202543.4K$21M+1.60%
Q3 202544.7K$22M+1.85%
Q2 202545.0K$21M+1.84%
Q1 202546.0K$21M+1.71%
Q4 202447.1K$23M+2.09%
Q3 202447.2K$28M+2.48%
Q2 202446.8K$22M+2.02%
Q1 202446.9K$21M+1.96%
Q4 202347.5K$22M+2.43%
Q3 202348.8K$20M+2.33%
Q2 202348.4K$22M+2.49%
Q1 202347.6K$23M+2.74%
Q4 202247.1K$23M+2.30%
Q3 202246.8K$18M+1.90%
Q2 202246.0K$20M+1.97%
Q1 202246.1K$20M+1.64%
Q4 202145.1K$16M+1.38%
Q3 202146.1K$16M+1.52%
Q2 202145.9K$17M+1.49%
Q1 202145.2K$17M+1.41%
Q4 202044.0K$16M+1.38%
Q3 202024.8K$9M+0.95%
Q2 202024.7K$9M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stack Financial Management, Inc’s full portfolio or all institutional holders of LMT.