LOCKHEED MARTIN INVESTMENT MANAGEMENT CO DBC — Invesco DB Commodity Index

Ownership history in LOCKHEED MARTIN INVESTMENT MANAGEMENT CO  ·  28 quarters on record

AI Ownership Summary

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported Invesco DB Commodity Index (DBC) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.98% in 2024 Q1. The latest visible filing shows DBC at 0.32% 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 DBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's position in Invesco DB Commodity Index, 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

DBC was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.98% in 2024 Q1

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.

DBC stock page LOCKHEED MARTIN INVESTMENT MANAGEMENT CO fund profile LOCKHEED MARTIN INVESTMENT MANAGEMENT CO full holdings
How LOCKHEED MARTIN INVESTMENT MANAGEMENT CO held DBC — position size vs. price
% of Fund (quarterly)    DBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25.9% +29.5% ❌ 430,000 -150,000 -25.9% 0.32% $9.6M 2026-02-14 (Est.) $23.88
2025 Q3 REDUCED 12.6% +3.2% ❌ 580,000 -83,300 -12.6% 0.48% $13.1M 2025-10-30 $21.98
2025 Q2 REDUCED 20.4% +3.7% ❌ 663,300 -170,000 -20.4% 0.53% $14.5M 2025-08-04 $21.29
2025 Q1 UNCHANGED — — — 833,300 — 0% 0.76% $18.7M 2025-05-12 $20.57
2024 Q4 REDUCED 49.9% +5.3% ❌ 833,300 -831,300 -49.9% 0.71% $17.8M 2025-01-27 $21.22
2024 Q3 REDUCED 11.3% +0.6% ❌ 1,664,600 -212,500 -11.3% 1.72% $37.1M 2024-11-14 $20.14
2024 Q2 ADDED — — — 1,877,100 +90,100 +5.0% 2.52% $43.6M 2024-08-07 $20.09
2024 Q1 UNCHANGED — — — 1,787,000 — 0% 2.98% $41.0M 2024-05-13 $21.52
2023 Q4 UNCHANGED — — — 1,787,000 — 0% 2.82% $39.4M 2024-02-12 $20.45
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DBC

As of 2026 Q1 — sorted by position size

Cordant, Inc. 3Y 5.2% Gladwyn Financial Advisors, Inc. 3.34% BKM Wealth Management, LLC 0.74% Index Technologies Group LLC 0.39% NORTHBRIDGE FINANCIAL GROUP, LLC 0.31% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.27% Quantum Portfolio Management LLC 0.19% Innova Wealth Partners 3Y 0.17% FIDUCIARY FINANCIAL GROUP, LLC 0.16% AUA CAPITAL MANAGEMENT, LLC 3Y 7Y 0.16%

FAQ About LOCKHEED MARTIN INVESTMENT MANAGEMENT CO and DBC

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

How long has LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported owning DBC?

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported DBC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DBC position in LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's portfolio?

The largest reported portfolio weight for DBC was 2.98% in 2024 Q1.

What is the latest reported DBC position on this page?

The most recent filing on this page is 2025 Q4, when LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported 430,000 shares, equal to 0.32% of portfolio, with an estimated market value of $9.6M.

What does the chart on this DBC ownership page compare?

The chart compares LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's quarterly DBC 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 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO time their DBC position?

Based on 13F filing dates vs. subsequent DBC price moves, LOCKHEED MARTIN INVESTMENT MANAGEMENT CO correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on DBC relative to SPY over the holding period was -6.3%.

← Back to LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Holdings