SEC 13F Intelligence

Grassi Investment Management / LMT

Grassi Investment Management’s Lockheed Martin Corp Position

Does Grassi Investment Management own Lockheed Martin Corp (LMT)? Yes — 25.7K shares worth $12M (+0.95% of its 13F portfolio) as of Q2 2025, down from 25.8K shares the prior filed quarter.

Position Value
$12M
Q2 2025
Shares
25.7K
% of Portfolio
+0.95%
Quarters Held
26
currently held

Position History LMT

Reported value by quarter
Q1 ’19: $9MQ1 ’19Q2 ’19: $11MQ3 ’19: $12MQ4 ’19: $12MQ1 ’20: $10MQ1 ’20Q2 ’20: $11MQ3 ’20: $11MQ4 ’20: $9MQ1 ’21: $10MQ1 ’21Q2 ’21: $10MQ3 ’21: $9MQ4 ’21: $9MQ1 ’22: $12MQ1 ’22Q2 ’22: $11MQ3 ’22: $10MQ4 ’22: $13MQ1 ’23: $12MQ1 ’23Q2 ’23: $12MQ3 ’23: $11MQ4 ’23: $12MQ1 ’24: $12MQ1 ’24Q2 ’24: $12MQ3 ’24: $15MQ4 ’24: $13MQ1 ’25: $12MQ1 ’25Q2 ’25: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202525.7K$12M+0.95%
Q1 202525.8K$12M+1.07%
Q4 202425.8K$13M+1.07%
Q3 202425.8K$15M+1.31%
Q2 202425.9K$12M+1.07%
Q1 202425.9K$12M+1.06%
Q4 202325.9K$12M+1.23%
Q3 202325.9K$11M+1.22%
Q2 202326.0K$12M+1.32%
Q1 202326.0K$12M+1.52%
Q4 202226.0K$13M+1.70%
Q3 202226.0K$10M+1.46%
Q2 202226.1K$11M+1.48%
Q1 202226.1K$12M+1.20%
Q4 202126.2K$9M+0.93%
Q3 202126.2K$9M+1.02%
Q2 202126.2K$10M+1.08%
Q1 202126.2K$10M+1.10%
Q4 202026.1K$9M+1.18%
Q3 202029.9K$11M+1.63%
Q2 202029.9K$11M+1.57%
Q1 202029.9K$10M+1.77%
Q4 201930.5K$12M+1.61%
Q3 201931.0K$12M+1.81%
Q2 201930.9K$11M+1.66%
Q1 201930.9K$9M+1.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grassi Investment Management’s full portfolio or all institutional holders of LMT.