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Disclosery

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOCKHEED MARTIN INVESTMENT MANAGEMENT CO on AEP, newest first. How the timeline and the estimate are built.

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO held 60,000 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,000 shares
    Change vs previous 13F -41,000 shares

    0.32% of the 13F portfolio, value $8,208,600.

    13F-HR 0001420506-26-001533 filed by LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 101,000 shares
    Change vs previous 13F -151,700 shares

    0.48% of the 13F portfolio, value $13,239,080.

    13F-HR 0001420506-26-000816 filed by LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 252,700 shares
    Change vs previous 13F +153,100 shares

    0.97% of the 13F portfolio, value $29,138,837.

    13F-HR 0001420506-26-000171 filed by LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 99,600 shares
    Change vs previous 13F +6,900 shares

    0.41% of the 13F portfolio, value $11,205,000.

    13F-HR 0001420506-25-002940 filed by LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 92,700 shares
    Change vs previous 13F +92,700 shares

    0.35% of the 13F portfolio, value $9,618,552.

    13F-HR 0001420506-25-001672 filed by LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001420506-24-002491 filed by LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.