Joel Greenblatt's LMT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 12,369 shares of Lockheed Martin Corporation (LMT) worth $5.98 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 49 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -5,793 | Reduce 31.90% | 12,369 | $483.67 |
| Q3 2025 | -38,597 | Reduce 68.00% | 18,162 | $499.21 |
| Q2 2025 | +31,418 | Add 123.98% | 56,759 | $463.14 |
| Q1 2025 | -10,543 | Reduce 29.38% | 25,341 | $446.71 |
| Q4 2024 | +3,604 | Add 11.16% | 35,884 | $485.94 |
| Q3 2024 | -6,675 | Reduce 17.14% | 32,280 | $584.56 |
| Q2 2024 | +5,484 | Add 16.38% | 38,955 | $467.10 |
| Q1 2024 | +2,764 | Add 9.00% | 33,471 | $454.87 |
| Q4 2023 | -851 | Reduce 2.70% | 30,707 | $453.24 |
| Q3 2023 | +3,970 | Add 14.39% | 31,558 | $408.96 |
| Q2 2023 | +6,003 | Add 27.81% | 27,588 | $460.38 |
| Q1 2023 | -10,212 | Reduce 32.12% | 21,585 | $472.73 |
| Q4 2022 | +5,680 | Add 21.75% | 31,797 | $486.49 |
| Q3 2022 | -1,333 | Reduce 4.86% | 26,117 | $386.30 |
| Q2 2022 | -6,724 | Reduce 19.68% | 27,450 | $429.95 |
| Q1 2022 | +5,190 | Add 17.91% | 34,174 | $441.39 |
| Q4 2021 | -1,762 | Reduce 5.73% | 28,984 | $355.40 |
| Q3 2021 | +8,262 | Add 36.75% | 30,746 | $345.09 |
| Q2 2021 | -1,678 | Reduce 6.94% | 22,484 | $378.36 |
| Q1 2021 | -23,091 | Reduce 48.87% | 24,162 | $369.51 |
| Q4 2020 | +19 | Add 0.04% | 47,253 | $354.98 |
| Q3 2020 | -521 | Reduce 1.09% | 47,234 | $383.28 |
| Q2 2020 | -1,994 | Reduce 4.01% | 47,755 | $364.93 |
| Q1 2020 | -72,129 | Reduce 59.18% | 49,749 | $338.94 |
| Q4 2019 | -9,299 | Reduce 7.09% | 121,878 | $389.38 |
| Q3 2019 | +21,809 | Add 19.94% | 131,177 | $390.06 |
| Q2 2019 | -16,424 | Reduce 13.06% | 109,368 | $363.54 |
| Q1 2019 | -63,790 | Reduce 33.65% | 125,792 | $300.16 |
| Q4 2018 | +158,606 | Add 512.03% | 189,582 | $261.84 |
| Q3 2018 | +5,743 | Add 22.76% | 30,976 | $345.95 |
| Q2 2018 | +19,496 | Add 339.83% | 25,233 | $295.45 |
| Q1 2018 | -307 | Reduce 5.08% | 5,737 | $337.98 |
| Q4 2017 | -113,427 | Reduce 94.94% | 6,044 | $320.98 |
| Q3 2017 | +119,471 | New Buy | 119,471 | $310.29 |
| Q1 2017 | -106,509 | Sold Out | 0 | $0.00 |
| Q4 2016 | +48,776 | Add 84.49% | 106,509 | $249.94 |
| Q3 2016 | +57,733 | New Buy | 57,733 | $239.72 |
| Q1 2016 | -1,121 | Sold Out | 0 | $0.00 |
| Q4 2015 | -2,259 | Reduce 66.83% | 1,121 | $216.77 |
| Q3 2015 | -58,970 | Reduce 94.58% | 3,380 | $207.40 |
| Q2 2015 | +15,926 | Add 34.31% | 62,350 | $185.90 |
| Q1 2015 | -624 | Reduce 1.33% | 46,424 | $202.96 |
| Q4 2014 | -720 | Reduce 1.51% | 47,048 | $192.57 |
| Q3 2014 | -222,690 | Reduce 82.34% | 47,768 | $182.78 |
| Q2 2014 | +196,718 | Add 266.77% | 270,458 | $160.73 |
| Q1 2014 | +21,162 | Add 40.25% | 73,740 | $163.24 |
| Q4 2013 | -2,079 | Reduce 3.80% | 52,578 | $148.66 |
| Q3 2013 | -11,843 | Reduce 17.81% | 54,657 | $127.56 |
| Q2 2013 | +66,501 | Add 0.00% | 66,500 | $108.47 |
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 49 quarters since Q2 2013.
Joel Greenblatt's largest addition to Lockheed Martin Corporation (LMT) was in Q2 2014, adding 270,458 shares worth $43.47 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 12,369 shares of Lockheed Martin Corporation (LMT), valued at approximately $5.98 M.
As of the Q4 2025 filing, Lockheed Martin Corporation (LMT) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Lockheed Martin Corporation (LMT) was 270,458 shares, as reported at the end of Q2 2014.