John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Lockheed Martin Corp. (LMT)
← All LMT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 13,114 0.09 Reduce 2.47% <0.01 $476.54–692.00 · VW $590.98i $7,925,970 SEC
2025   Q4 13,446 0.07 Reduce 1.11% <0.01 $437.25–516.00 · VW $478.97i $6,503,427 SEC
2025   Q3 13,597 0.07 Add 6.98% <0.01 $410.11–499.89 · VW $469.74i $6,787,758 SEC
2025   Q2 12,710 0.07 $463.14 $5,886,509 SEC
2025   Q1 12,710 0.07 $446.71 $5,677,684 SEC
2024   Q4 12,710 0.07 Reduce 1.79% <0.01 $477.31–618.95 · VW $527.40i $6,176,297 SEC
2024   Q3 12,941 0.08 Reduce 1.93% <0.01 $456.11–584.95 · VW $541.87i $7,564,791 SEC
2024   Q2 13,196 0.07 Reduce 2.86% <0.01 $442.84–475.69 · VW $461.88i $6,163,852 SEC
2024   Q1 13,585 0.06 $454.87 $6,179,409 SEC
2023   Q4 13,585 0.06 $453.24 $6,157,265 SEC
2023   Q3 13,585 0.06 $408.96 $5,555,722 SEC
2023   Q2 13,585 0.06 $460.38 $6,254,262 SEC
2023   Q1 13,585 0.06 $472.73 $6,422,037 SEC
2022   Q4 13,585 0.07 Reduce 23.58% 0.02 $388.10–498.95 · VW $457.85i $6,608,967 SEC
2022   Q3 17,776 0.08 Reduce 19.46% 0.02 $373.67–445.49 · VW $401.82i $6,867,000 SEC
2022   Q2 22,072 0.09 Reduce 1.74% <0.01 $394.66–475.50 · VW $433.37i $9,490,000 SEC
2022   Q1 22,462 0.09 Reduce 1.75% <0.01 $353.03–479.99 · VW $424.81i $9,915,000 SEC
2021   Q4 22,861 0.07 Add 1.44% <0.01 $324.23–378.10 · VW $352.58i $8,125,000 SEC
2021   Q3 22,536 0.07 Reduce 0.71% <0.01 $335.10–384.70 · VW $354.97i $7,777,000 SEC
2021   Q2 22,697 0.08 Reduce 7.72% <0.01 $368.34–396.99 · VW $381.23i $8,587,000 SEC
2021   Q1 24,597 0.09 Add 40.93% 0.03 $319.81–374.24 · VW $354.52i $9,089,000 SEC
2020   Q4 17,453 0.07 $354.95 $6,195,000 SEC
2020   Q3 17,453 0.10 Reduce 1.69% <0.01 $339.18–402.38 · VW $374.95i $6,689,000 SEC
2020   Q2 17,753 0.10 Reduce 25.11% 0.04 $322.01–417.62 · VW $368.18i $6,478,000 SEC
2020   Q1 23,706 0.14 Reduce 4.46% <0.01 $266.11–442.53 · VW $349.20i $8,035,000 SEC
2019   Q4 24,812 0.12 Add 2.06% <0.01 $363.00–395.95 · VW $382.78i $9,661,000 SEC
2019   Q3 24,312 0.13 Reduce 0.06% <0.01 $350.81–399.96 · VW $380.28i $9,483,000 SEC
2019   Q2 24,327 0.11 Reduce 8.70% <0.01 $296.14–363.75 · VW $341.14i $8,844,000 SEC
2019   Q1 26,644 0.10 Reduce 3.99% <0.01 $256.79–311.78 · VW $289.58i $7,997,000 SEC
2018   Q4 27,751 0.10 Reduce 3.54% <0.01 $241.18–351.35 · VW $284.79i $7,266,000 SEC
2018   Q3 28,769 0.11 $345.96 $9,953,000 SEC
2018   Q2 28,769 0.10 Reduce 0.07% <0.01 $291.52–361.99 · VW $316.31i $8,499,000 SEC
2018   Q1 28,790 0.11 Reduce 0.04% $317.50–363.00 · VW $339.48i $9,729,000 SEC
2017   Q4 28,802 0.11 Reduce 5.00% <0.01 $303.31–323.94 · VW $316.10i $9,247,000 SEC
2017   Q3 30,317 0.11 Reduce 7.58% <0.01 $277.20–311.36 · VW $299.62i $9,407,000 SEC
2017   Q2 32,804 0.11 Reduce 1.84% <0.01 $266.01–284.98 · VW $276.20i $9,107,000 SEC
2017   Q1 33,419 0.11 Add 2.06% <0.01 $248.00–274.57 · VW $263.39i $8,943,000 SEC
2016   Q4 32,745 0.10 $249.93 $8,184,000 SEC
2016   Q3 32,745 0.10 Reduce 2.01% <0.01 $235.28–266.93 · VW $247.31i $7,850,000 SEC
2016   Q2 33,417 0.11 Reduce 4.87% <0.01 $219.17–248.72 · VW $238.69i $8,293,000 SEC
2016   Q1 35,127 0.10 Reduce 11.91% 0.01 $200.47–223.86 · VW $215.28i $7,781,000 SEC
2015   Q4 39,877 0.11 Reduce 9.80% 0.01 $201.81–227.91 · VW $215.62i $8,659,000 SEC
2015   Q3 44,210 0.12 Reduce 5.15% <0.01 $181.91–213.34 · VW $200.85i $9,165,000 SEC
2015   Q2 46,610 0.10 Reduce 1.48% <0.01 $185.33–202.55 · VW $191.26i $8,665,000 SEC
2015   Q1 47,310 0.12 $202.96 $9,602,000 SEC
2014   Q4 47,310 0.12 Reduce 12.49% 0.02 $166.28–198.72 · VW $185.86i $9,110,000 SEC
2014   Q3 54,060 0.14 Reduce 5.13% <0.01 $156.23–184.09 · VW $174.37i $9,881,000 SEC
2014   Q2 56,985 0.12 Reduce 0.01% $153.54–168.87 · VW $161.05i $9,159,000 SEC
2014   Q1 56,990 0.13 Reduce 9.31% 0.01 $144.69–168.41 · VW $158.78i $9,303,000 SEC
2013   Q4 62,840 0.13 Reduce 0.05% <0.01 $121.52–149.99 · VW $140.06i $9,342,000 SEC
2013   Q3 62,870 0.13 $127.55 $8,019,000 SEC
2013   Q2 62,870 0.13 $108.46 $6,819,000 SEC
2013   Q1 62,870 0.12 $96.52 $6,068,000 SEC
2012   Q4 62,870 0.14 Reduce 21.19% 0.04 $87.08–95.92 · VW $91.76i $5,802,000 SEC
2012   Q3 79,770 0.19 Reduce 1.97% <0.01 $85.65–93.99 · VW $91.01i $7,449,000 SEC
2012   Q2 81,370 0.18 $87.08 $7,086,000 SEC
2012   Q1 81,370 0.18 Add 12.08% 0.02 $79.05–91.09 · VW $86.67i $7,312,000 SEC
2011   Q4 72,600 0.16 Add 5.68% <0.01 $70.37–81.86 · VW $77.71i $5,873,000 SEC
2011   Q3 68,700 0.16 Add 77.98% 0.07 $66.36–82.23 · VW $73.74i $4,990,000 SEC
2011   Q2 38,600 0.07 Reduce 22.33% 0.02 $75.10–81.92 · VW $79.33i $3,125,000 SEC
2011   Q1 49,700 0.10 Add 11.86% 0.01 $69.62–82.43 · VW $77.48i $3,995,880,000 SEC
2010   Q4 44,430 0.07 Reduce 8.45% <0.01 $67.68–73.70 · VW $70.43i $3,106,101,000 SEC
2010   Q3 48,530 0.09 Reduce 12.23% 0.01 $68.19–76.34 · VW $71.94i $3,459,218,000 SEC
2010   Q2 55,295 0.11 Add 18.42% 0.02 $74.36–87.06 · VW $78.64i $4,119,478,000 SEC
2010   Q1 46,695 0.09 Reduce 65.05% 0.16 $73.61–87.18 · VW $81.34i $3,885,958,000 SEC
2009   Q4 133,595 0.24 Buy 0.24 $67.39–79.65 · VW $74.13i $10,066,383,000 SEC
Price snapshot:
Current price$520.68
Avg. buy price$22,732.66
+/- since buy-97.71%
52-week low$399.34
52-week high$687.50