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Lockheed Martin Investment Management’s Intuitive Surgical ISRG Stock Holding History

Lockheed Martin Investment Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.92M Buy
17,180
+8,190
+91% +$4.14M 0.29% 63
2025
Q4 		$5.09M Buy
8,990
+950
+12% +$506K 0.17% 75
2025
Q3 		$3.6M Sell
8,040
-8,790
-52% -$4.22M 0.13% 87
2025
Q2 		$9.15M Buy
16,830
+7,000
+71% +$3.66M 0.33% 55
2025
Q1 		$4.87M Sell
9,830
-240
-2% -$133K 0.2% 76
2024
Q4 		$5.26M Buy
10,070
+1,600
+19% +$833K 0.21% 69
2024
Q3 		$4.16M Sell
8,470
-5,060
-37% -$2.36M 0.19% 75
2024
Q2 		$6.02M Sell
13,530
-490
-3% -$195K 0.35% 58
2024
Q1 		$4.9M Sell
14,020
-33,530
-71% -$12.7M 0.36% 56
2023
Q4 		$14.9M Buy
+47,550
New +$14.2M 1.07% 23
2022
Q2 		– Sell
-25,370
Closed -$7.65M – 151
2022
Q1 		$7.65M Buy
+25,370
New +$7.41M 0.42% 58
2020
Q2 		– Sell
-67,590
Closed -$11.2M – 69
2020
Q1 		$11.2M Buy
67,590
+15,300
+29% +$2.8M 0.76% 28
2019
Q4 		$10.3M Buy
52,290
+39,300
+303% +$7.36M 0.54% 42
2019
Q3 		$2.34M Sell
12,990
-72,540
-85% -$12.5M 0.15% 72
2019
Q2 		$15M Buy
85,530
+46,920
+122% +$8.04M 0.68% 36
2019
Q1 		$7.34M Buy
+38,610
New +$6.86M 0.34% 44
2014
Q3 		– Sell
-10,080
Closed -$461K – 125
2014
Q2 		$461K Sell
10,080
-117,900
-92% -$5.2M 0.02% 118
2014
Q1 		$6.23M Buy
+127,980
New +$6.03M 0.32% 50

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lockheed Martin Investment Management's ISRG Position: Q1 2026 in Review

Lockheed Martin Investment Management increased its Intuitive Surgical (ISRG) stake by 91% in Q1 2026, buying an estimated $4.14M and bringing the position to 17,180 shares worth $7.92M. The position accounts for 0.29% of the portfolio, ranked #63.

Lockheed Martin Investment Management first reported a position in ISRG in Q1 2014 and has held it in 18 quarters since. The position peaked at $15M in Q2 2019. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Lockheed Martin Investment Management held 17,180 shares of Intuitive Surgical worth $7.92M as of Q1 2026.
  • Lockheed Martin Investment Management bought 8,190 Intuitive Surgical shares in Q1 2026, an estimated $4.14M.
  • Intuitive Surgical made up 0.29% of Lockheed Martin Investment Management's portfolio in Q1 2026, its #63 holding.
  • Lockheed Martin Investment Management first reported a position in Intuitive Surgical in Q1 2014 and has held it in 18 quarters since.
  • Lockheed Martin Investment Management's Intuitive Surgical position peaked at $15M in Q2 2019.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2026, filed 7 May 2026.