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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
Q2 		$6.13M Sell
15,410
-1,770
-10% -$773K 0.24% 77
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lockheed Martin Investment Management's ISRG Position: Q2 2026 in Review

Lockheed Martin Investment Management reduced its Intuitive Surgical (ISRG) stake by 10% in Q2 2026, selling an estimated $773K and leaving 15,410 shares worth $6.13M. The position accounts for 0.24% of the portfolio, ranked #77.

Lockheed Martin Investment Management first reported a position in ISRG in Q1 2014 and has held it in 19 quarters since. The position peaked at $15M in Q2 2019. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Lockheed Martin Investment Management held 15,410 shares of Intuitive Surgical worth $6.13M as of Q2 2026.
  • Lockheed Martin Investment Management sold 1,770 Intuitive Surgical shares in Q2 2026, an estimated $773K.
  • Intuitive Surgical made up 0.24% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #77 holding.
  • Lockheed Martin Investment Management first reported a position in Intuitive Surgical in Q1 2014 and has held it in 19 quarters since.
  • Lockheed Martin Investment Management's Intuitive Surgical position peaked at $15M in Q2 2019.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.