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LOCKHEED MARTIN INVESTMENT MANAGEMENT CO: AVGO position timeline

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

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO held 130,080 AVGO 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 130,080 shares
    Change vs previous 13F -12,240 shares

    1.94% of the 13F portfolio, value $49,137,720.

    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 142,320 shares
    Change vs previous 13F -16,570 shares

    1.61% of the 13F portfolio, value $44,049,463.

    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 158,890 shares
    Change vs previous 13F -32,210 shares

    1.84% of the 13F portfolio, value $54,991,829.

    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 191,100 shares
    Change vs previous 13F -150,250 shares

    2.32% of the 13F portfolio, value $63,045,801.

    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 341,350 shares
    Change vs previous 13F +6,120 shares

    3.44% of the 13F portfolio, value $94,093,128.

    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 ended2025-03-31
    13F 335,230 shares
    Change vs previous 13F +161,890 shares

    2.28% of the 13F portfolio, value $56,127,559.

    13F-HR 0001420506-25-000984 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).

  7. period ended2024-12-31
    13F 173,340 shares
    Change vs previous 13F +60,284 shares

    1.6% of the 13F portfolio, value $40,187,146.

    13F-HR 0001420506-25-000056 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).

  8. period ended2024-09-30
    13F 113,056 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $19,502,160.

    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).