SEC 13F Intelligence

Slatestone Wealth, LLC / LMT

Slatestone Wealth, LLC’s Lockheed Martin Corp Position

Does Slatestone Wealth, LLC own Lockheed Martin Corp (LMT)? Yes — 18.7K shares worth $11M (+0.93% of its 13F portfolio) as of Q1 2026, up from 18.1K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
18.7K
% of Portfolio
+0.93%
Quarters Held
23
currently held

Position History LMT

Reported value by quarter
Q3 ’19: $621,000Q3 ’19Q4 ’19: $2MQ1 ’20: $1MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $471,000Q1 ’21: $478,000Q1 ’21Q1 ’22: $208,000Q2 ’22: $371,000Q3 ’22: $493,000Q3 ’22Q4 ’22: $753,087Q2 ’23: $1MQ3 ’23: $4MQ3 ’23Q4 ’23: $4MQ1 ’24: $7MQ2 ’24: $5MQ2 ’24Q3 ’24: $10MQ4 ’24: $8MQ1 ’25: $8MQ1 ’25Q2 ’25: $8MQ3 ’25: $9MQ4 ’25: $9MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.7K$11M+0.93%
Q4 202518.1K$9M+0.73%
Q3 202517.8K$9M+0.77%
Q2 202517.5K$8M+0.76%
Q1 202517.3K$8M+0.78%
Q4 202417.3K$8M+0.83%
Q3 202416.9K$10M+0.89%
Q2 202410.7K$5M+0.54%
Q1 202415.5K$7M+0.71%
Q4 20239.4K$4M+0.55%
Q3 20238.6K$4M+0.51%
Q2 20232.1K$1M+0.21%
Q4 20221.5K$753,087+0.18%
Q3 20221.3K$493,000+0.13%
Q2 2022862$371,000+0.09%
Q1 2022472$208,000+0.05%
Q1 20211.3K$478,000+0.12%
Q4 20201.3K$471,000+0.12%
Q3 20204.8K$2M+0.40%
Q2 20205.1K$2M+0.41%
Q1 20204.2K$1M+0.40%
Q4 20194.0K$2M+0.36%
Q3 20191.6K$621,000+0.18%

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