Private Capital's LMT Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 878 shares of Lockheed Martin Corporation (LMT) worth $438,328, representing 0.04% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in LMT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 15 shares. Largest reduction occurred in Q2 2024, reducing 100 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's Lockheed Martin Corporation (LMT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lockheed Martin Corporation (LMT) Trades by Private Capital
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +979 | New Buy | 979 | $460.37 |
| Q2 2024 | -100 | Reduce 10.21% | 879 | $467.35 |
| Q3 2024 | +15 | Add 1.71% | 894 | $584.28 |
| Q4 2024 | -14 | Reduce 1.57% | 880 | $485.77 |
| Q1 2025 | -2 | Reduce 0.23% | 878 | $446.62 |
Private Capital's Lockheed Martin Corporation Investment FAQs
Private Capital first purchased Lockheed Martin Corporation (LMT) in Q2 2023, acquiring 979 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held Lockheed Martin Corporation (LMT) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital's largest addition to Lockheed Martin Corporation (LMT) was in Q2 2023, adding 979 shares worth $450,707. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Private Capital's firm, Private Capital Management, LLC, owns 878 shares of Lockheed Martin Corporation (LMT), valued at approximately $438,328. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lockheed Martin Corporation (LMT) represents approximately 0.04% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital's peak holding in Lockheed Martin Corporation (LMT) was 979 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.