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Disclosery

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO: DUK position timeline

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

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO held 187,240 DUK 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 187,240 shares
    Change vs previous 13F -45,430 shares

    0.94% of the 13F portfolio, value $23,700,839.

    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 232,670 shares
    Change vs previous 13F -150,380 shares

    1.12% of the 13F portfolio, value $30,465,810.

    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 383,050 shares
    Change vs previous 13F +108,420 shares

    1.5% of the 13F portfolio, value $44,897,291.

    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 274,630 shares
    Change vs previous 13F +27,820 shares

    1.25% of the 13F portfolio, value $33,985,463.

    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 246,810 shares
    Change vs previous 13F +84,200 shares

    1.06% of the 13F portfolio, value $29,123,580.

    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 162,610 shares
    Change vs previous 13F +26,470 shares

    0.81% of the 13F portfolio, value $19,833,542.

    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 136,140 shares
    Change vs previous 13F -4,870 shares

    0.58% of the 13F portfolio, value $14,667,724.

    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 141,010 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $16,258,453.

    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).