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Disclosery

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO: SHEL position timeline

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

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO held 72,400 SHEL 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 72,400 shares
    Change vs previous 13F +18,400 shares

    0.22% of the 13F portfolio, value $5,613,896.

    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 54,000 shares
    Change vs previous 13F -46,700 shares

    0.18% of the 13F portfolio, value $5,022,000.

    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 100,700 shares
    Change vs previous 13F +71,230 shares

    0.25% of the 13F portfolio, value $7,399,436.

    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 29,470 shares
    Change vs previous 13F -19,020 shares

    0.08% of the 13F portfolio, value $2,107,989.

    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 48,490 shares
    Change vs previous 13F -80,500 shares

    0.12% of the 13F portfolio, value $3,414,181.

    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 128,990 shares
    Change vs previous 13F +6,960 shares

    0.38% of the 13F portfolio, value $9,452,387.

    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 122,030 shares
    Change vs previous 13F +88,700 shares

    0.3% of the 13F portfolio, value $7,645,180.

    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 33,330 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,198,114.

    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).