D. E. Shaw & Co., Inc. LMT — LOCKHEED MARTIN CORP

Ownership history in D. E. Shaw & Co., Inc.  ·  198 quarters on record

AI Ownership Summary

D. E. Shaw & Co., Inc. reported LOCKHEED MARTIN CORP (LMT) in 198 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.36% in 2025 Q4. The latest visible filing shows LMT at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D. E. Shaw & Co., Inc.'s position in LOCKHEED MARTIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LMT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LMT stock page D. E. Shaw & Co., Inc. fund profile D. E. Shaw & Co., Inc. full holdings
How D. E. Shaw & Co., Inc. held LMT — position size vs. price
% of Fund (quarterly)    LMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 27 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 92.7% +25.6% ❌ 97,200 -1,243,468 -92.7% 0.03% $47.0M 2026-02-14 (Est.) $649.16
2025 Q4 ADDED — — — 1,340,668 +1,165,168 +663.9% 0.36% $648.4M 2026-02-14 (Est.) $649.16
2025 Q4 ADDED — — — 175,500 +92,200 +110.7% 0.05% $84.9M 2026-02-14 (Est.) $649.16
2025 Q3 REDUCED 41.9% -1.3% ✅ 83,300 -60,100 -41.9% 0.02% $41.6M 2025-11-14 $459.84
2025 Q3 REDUCED 77.6% -1.3% ✅ 143,400 -497,810 -77.6% 0.04% $71.6M 2025-11-14 $459.84
2025 Q3 ADDED — — — 641,210 +612,010 +2095.9% 0.18% $320.1M 2025-11-14 $459.84
2025 Q2 REDUCED 59.3% +7.0% ❌ 29,200 -42,500 -59.3% 0.01% $13.5M 2025-08-14 $428.62
2025 Q2 REDUCED 9.3% +7.0% ❌ 71,700 -7,349 -9.3% 0.02% $33.2M 2025-08-14 $428.62
2025 Q2 REDUCED 15.4% +7.0% ❌ 79,049 -14,407 -15.4% 0.03% $36.6M 2025-08-14 $428.62
2025 Q1 ADDED — — — 93,456 +66,756 +250.0% 0.04% $41.7M 2025-05-15 $452.77
2025 Q1 REDUCED 8.6% +4.4% ❌ 26,700 -2,500 -8.6% 0.01% $11.9M 2025-05-15 $452.77
2025 Q1 REDUCED 61.0% +4.4% ❌ 29,200 -45,700 -61.0% 0.01% $13.0M 2025-05-15 $452.77
2024 Q4 REDUCED 23.1% -7.4% ✅ 74,900 -22,545 -23.1% 0.03% $36.4M 2025-02-14 $408.92
2024 Q4 ADDED — — — 97,445 +47,645 +95.7% 0.03% $47.4M 2025-02-14 $408.92
2024 Q4 REDUCED 89.4% -7.4% ✅ 49,800 -422,008 -89.4% 0.02% $24.2M 2025-02-14 $408.92
2024 Q3 ADDED — — — 471,808 +418,408 +783.5% 0.24% $275.8M 2024-11-14 $517.57
2024 Q3 REDUCED 53.2% -16.8% ✅ 53,400 -60,600 -53.2% 0.03% $31.2M 2024-11-14 $517.57
2024 Q3 ADDED — — — 114,000 +60,000 +111.1% 0.06% $66.6M 2024-11-14 $517.57
2024 Q2 REDUCED 35.3% +25.8% ❌ 54,000 -29,500 -35.3% 0.02% $25.2M 2024-08-14 $537.83
2024 Q2 REDUCED 64.1% +25.8% ❌ 83,500 -149,321 -64.1% 0.04% $39.0M 2024-08-14 $537.83
2024 Q2 ADDED — — — 232,821 +141,921 +156.1% 0.10% $108.8M 2024-08-14 $537.83
2024 Q1 REDUCED 75.5% +3.2% ❌ 90,900 -280,447 -75.5% 0.04% $41.3M 2024-05-15 $440.19
2024 Q1 ADDED — — — 371,347 +323,547 +676.9% 0.14% $168.9M 2024-05-15 $440.19
2024 Q1 REDUCED 89.4% +3.2% ❌ 47,800 -401,243 -89.4% 0.02% $21.7M 2024-05-15 $440.19
2023 Q4 ADDED — — — 449,043 +353,243 +368.7% 0.18% $203.5M 2024-02-14 $393.78
2023 Q4 REDUCED 51.3% +0.6% ❌ 95,800 -101,000 -51.3% 0.04% $43.4M 2024-02-14 $393.78
2023 Q4 ADDED — — — 196,800 +14,800 +8.1% 0.08% $89.2M 2024-02-14 $393.78
171 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LMT

As of 2026 Q1 — sorted by position size

Spectrum Financial Alliance Ltd LLC 3Y 7Y 12.12% Werlinich Asset Management, LLC 4.47% Founders Capital Management 3Y 7Y 4.42% ASSET PLANNING SERVICES INC /LA/ /ADV 3Y 7Y 3.95% Corundum Group, Inc. 3Y 7Y 3.85% JEPPSON WEALTH MANAGEMENT, LLC 3Y 3.72% VILLERE ST DENIS J & CO LLC 3Y 7Y 3.62% Horrell Capital Management, Inc. 3Y 7Y 3.44% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 3.34% Chronos Wealth Management, LLC 3Y 3.33%

FAQ About D. E. Shaw & Co., Inc. and LMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has D. E. Shaw & Co., Inc. reported owning LMT?

D. E. Shaw & Co., Inc. reported LMT across 27 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LMT position in D. E. Shaw & Co., Inc.'s portfolio?

The largest reported portfolio weight for LMT was 0.36% in 2025 Q4.

What is the latest reported LMT position on this page?

The most recent filing on this page is 2025 Q4, when D. E. Shaw & Co., Inc. reported 97,200 shares, equal to 0.03% of portfolio, with an estimated market value of $47.0M.

What does the chart on this LMT ownership page compare?

The chart compares D. E. Shaw & Co., Inc.'s quarterly LMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did D. E. Shaw & Co., Inc. time their LMT position?

Based on 13F filing dates vs. subsequent LMT price moves, D. E. Shaw & Co., Inc. correctly timed 88 out of 192 reported position changes (46%). The annualised alpha on LMT relative to SPY over the holding period was +1.4%.

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