Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
Holdings Activity Buys Sells    History
Holding/activity history for  Lockheed Martin Corp. (LMT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.47 SEC
2025   Q2 6,996 0.47 Reduce 24.77% 0.15 $463.14 $3,240,127 SEC
2025   Q1 9,299 0.62 Add 15.83% 0.08 $446.71 $4,153,956 SEC
2024   Q4 8,028 0.56 Add 30.16% 0.13 $485.94 $3,901,126 SEC
2024   Q3 6,168 0.50 Reduce 7.29% 0.03 $584.56 $3,605,596 SEC
2024   Q2 6,653 0.46 Add 1.26% <0.01 $467.10 $3,107,641 SEC
2024   Q1 6,570 0.45 Add 12.93% 0.05 $454.87 $2,988,520 SEC
2023   Q4 5,818 0.43 Reduce 0.51% <0.01 $453.24 $2,636,974 SEC
2023   Q3 5,848 0.42 Add 4.95% 0.02 $408.96 $2,391,619 SEC
2023   Q2 5,572 0.44 Add 0.11% <0.01 $460.38 $2,565,261 SEC
2023   Q1 5,566 0.47 Reduce 3.47% 0.02 $472.73 $2,631,215 SEC
2022   Q4 5,766 0.51 Reduce 1.03% <0.01 $486.49 $2,805,101 SEC
2022   Q3 5,826 0.45 Add 1.20% <0.01 $386.37 $2,251,000 SEC
2022   Q2 5,757 0.47 Add 0.58% <0.01 $429.91 $2,475,000 SEC
2022   Q1 5,724 0.41 Reduce 29.45% 0.13 $441.47 $2,527,000 SEC
2021   Q4 8,113 0.43 Add 40.66% 0.12 $355.36 $2,883,000 SEC
2021   Q3 5,768 0.30 Add 0.95% <0.01 $345.18 $1,991,000 SEC
2021   Q2 5,714 0.32 Reduce 2.14% <0.01 $378.37 $2,162,000 SEC
2021   Q1 5,839 0.34 Add 53.94% 0.12 $369.58 $2,158,000 SEC
2020   Q4 3,793 0.22 Reduce 5.10% 0.01 $354.86 $1,346,000 SEC
2020   Q3 3,997 0.28 Add 3.66% <0.01 $383.29 $1,532,000 SEC
2020   Q2 3,856 0.26 Reduce 5.79% 0.02 $364.89 $1,407,000 SEC
2020   Q1 4,093 0.31 Reduce 27.90% 0.11 $338.87 $1,387,000 SEC
2019   Q4 5,677 0.38 Reduce 2.42% <0.01 $389.47 $2,211,000 SEC
2019   Q3 5,818 0.25 Add 0.45% <0.01 $390.00 $2,269,000 SEC
2019   Q2 5,792 0.22 Add 1.35% <0.01 $363.60 $2,106,000 SEC
2019   Q1 5,715 0.18 Reduce 8.10% 0.02 $300.09 $1,715,000 SEC
2018   Q4 6,219 0.20 Reduce 3.10% <0.01 $261.78 $1,628,000 SEC
2018   Q3 6,418 0.22 Add 12.91% 0.03 $345.90 $2,220,000 SEC
2018   Q2 5,684 0.18 Add 6.36% 0.01 $295.39 $1,679,000 SEC
2018   Q1 5,344 0.19 Reduce 9.41% 0.02 $337.95 $1,806,000 SEC
2017   Q4 5,899 0.19 Add 10.47% 0.02 $321.07 $1,894,000 SEC
2017   Q3 5,340 0.17 Reduce 11.88% 0.02 $310.30 $1,657,000 SEC
2017   Q2 6,060 0.18 $277.56 $1,682,000 SEC
2017   Q1 6,060 0.17 Add 1.25% <0.01 $267.66 $1,622,000 SEC
2016   Q4 5,985 0.16 Add 2.92% <0.01 $249.96 $1,496,000 SEC
2016   Q3 5,815 0.15 $239.72 $1,394,000 SEC
2016   Q2 5,815 0.11 Buy 0.11 $248.15 $1,443,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.10 SEC
2014   Q3 5,875 0.10 $182.81 $1,074,000 SEC
2014   Q2 5,875 0.10 $160.68 $944,000 SEC
2014   Q1 5,875 0.17 Reduce 8.91% 0.02 $163.23 $959,000 SEC
2013   Q4 6,450 0.21 Reduce 10.42% 0.02 $148.68 $959,000 SEC
2013   Q3 7,200 0.21 $127.50 $918,000 SEC
2013   Q2 7,200 0.18 Add 38.46% 0.05 $108.47 $781,000 SEC
2013   Q1 5,200 0.12 Add 8.33% <0.01 $96.54 $502,000 SEC
2012   Q4 4,800 0.11 $92.29 $443,000 SEC
2012   Q3 4,800 0.10 Add 11.63% 0.01 $93.33 $448,000 SEC
2012   Q2 4,300 0.09 Add 8.86% <0.01 $86.98 $374,000 SEC
2012   Q1 3,950 0.08 Buy 0.08 $89.87 $355,000 SEC