Joel Greenblatt's LMT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 18,162 shares of Lockheed Martin Corporation (LMT) worth $9.07 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in LMT, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 196,718 shares. Largest reduction occurred in Q3 2014, reducing 222,690 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Lockheed Martin Corporation (LMT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lockheed Martin Corporation (LMT) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +66,501 | Add 0.00% | 66,500 | $108.47 |
| Q3 2013 | -11,843 | Reduce 17.81% | 54,657 | $127.56 |
| Q4 2013 | -2,079 | Reduce 3.80% | 52,578 | $148.66 |
| Q1 2014 | +21,162 | Add 40.25% | 73,740 | $163.24 |
| Q2 2014 | +196,718 | Add 266.77% | 270,458 | $160.73 |
| Q3 2014 | -222,690 | Reduce 82.34% | 47,768 | $182.78 |
| Q4 2014 | -720 | Reduce 1.51% | 47,048 | $192.57 |
| Q1 2015 | -624 | Reduce 1.33% | 46,424 | $202.96 |
| Q2 2015 | +15,926 | Add 34.31% | 62,350 | $185.90 |
| Q3 2015 | -58,970 | Reduce 94.58% | 3,380 | $207.40 |
| Q4 2015 | -2,259 | Reduce 66.83% | 1,121 | $216.77 |
| Q1 2016 | -1,121 | Sold Out | 1,121 | $0.00 |
| Q3 2016 | +57,733 | New Buy | 57,733 | $239.72 |
| Q4 2016 | +48,776 | Add 84.49% | 106,509 | $249.94 |
| Q1 2017 | -106,509 | Sold Out | 106,509 | $0.00 |
| Q3 2017 | +119,471 | New Buy | 119,471 | $310.29 |
| Q4 2017 | -113,427 | Reduce 94.94% | 6,044 | $320.98 |
| Q1 2018 | -307 | Reduce 5.08% | 5,737 | $337.98 |
| Q2 2018 | +19,496 | Add 339.83% | 25,233 | $295.45 |
| Q3 2018 | +5,743 | Add 22.76% | 30,976 | $345.95 |
| Q4 2018 | +158,606 | Add 512.03% | 189,582 | $261.84 |
| Q1 2019 | -63,790 | Reduce 33.65% | 125,792 | $300.16 |
| Q2 2019 | -16,424 | Reduce 13.06% | 109,368 | $363.54 |
| Q3 2019 | +21,809 | Add 19.94% | 131,177 | $390.06 |
| Q4 2019 | -9,299 | Reduce 7.09% | 121,878 | $389.38 |
| Q1 2020 | -72,129 | Reduce 59.18% | 49,749 | $338.94 |
| Q2 2020 | -1,994 | Reduce 4.01% | 47,755 | $364.93 |
| Q3 2020 | -521 | Reduce 1.09% | 47,234 | $383.28 |
| Q4 2020 | +19 | Add 0.04% | 47,253 | $354.98 |
| Q1 2021 | -23,091 | Reduce 48.87% | 24,162 | $369.51 |
| Q2 2021 | -1,678 | Reduce 6.94% | 22,484 | $378.36 |
| Q3 2021 | +8,262 | Add 36.75% | 30,746 | $345.09 |
| Q4 2021 | -1,762 | Reduce 5.73% | 28,984 | $355.40 |
| Q1 2022 | +5,190 | Add 17.91% | 34,174 | $441.39 |
| Q2 2022 | -6,724 | Reduce 19.68% | 27,450 | $429.95 |
| Q3 2022 | -1,333 | Reduce 4.86% | 26,117 | $386.30 |
| Q4 2022 | +5,680 | Add 21.75% | 31,797 | $486.49 |
| Q1 2023 | -10,212 | Reduce 32.12% | 21,585 | $472.73 |
| Q2 2023 | +6,003 | Add 27.81% | 27,588 | $460.38 |
| Q3 2023 | +3,970 | Add 14.39% | 31,558 | $408.96 |
| Q4 2023 | -851 | Reduce 2.70% | 30,707 | $453.24 |
| Q1 2024 | +2,764 | Add 9.00% | 33,471 | $454.87 |
| Q2 2024 | +5,484 | Add 16.38% | 38,955 | $467.10 |
| Q3 2024 | -6,675 | Reduce 17.14% | 32,280 | $584.56 |
| Q4 2024 | +3,604 | Add 11.16% | 35,884 | $485.94 |
| Q1 2025 | -10,543 | Reduce 29.38% | 25,341 | $446.71 |
| Q2 2025 | +31,418 | Add 123.98% | 56,759 | $463.14 |
| Q3 2025 | -38,597 | Reduce 68.00% | 18,162 | $499.21 |
Joel Greenblatt's Lockheed Martin Corporation Investment FAQs
Joel Greenblatt first purchased Lockheed Martin Corporation (LMT) in Q2 2013, acquiring 66,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Lockheed Martin Corporation (LMT) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Lockheed Martin Corporation (LMT) was in Q2 2014, adding 270,458 shares worth $43.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 18,162 shares of Lockheed Martin Corporation (LMT), valued at approximately $9.07 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lockheed Martin Corporation (LMT) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Lockheed Martin Corporation (LMT) was 270,458 shares, as reported at the end of Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.