Arkolith/Funds/Lockheed Martin Investment Management Co

Lockheed Martin Investment Management Co

CIK 897599
Holdings as of Mar 31, 2026·disclosed May 7, 2026·~37-day 13F lag·13F-HR
Active Filer

Lockheed Martin Investment Management Co holds a diversified book of 111 stocks worth $2.7B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened Sandisk Corp and trimmed Apple Inc. Their largest long position is Nvidia Corp at 8% of the equity book.

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Use Arkolith to show LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's latest
holdings, largest changes, and filing provenance.
Opened
9
new positions
Added to
65
existing
Trimmed
29
reduced
Sold out
3
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
47%
Top 20 holdings
68%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

68% mapped to company sectors

Information Technology
37%
ETF / fund or unclassified
32%
Consumer Discretionary
6%
Health Care
5%
Financials
4%
Consumer Staples
4%
Energy
3%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

111 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$212.1M1.22M
7.8%
+10%
Added · +115K sh
2Apple Inc
COM
$181.8M716.2K
6.7%
−3.1%
Reduced · −23K sh
3Vanguard Intl Equity Index F
TT WRLD ST ETF
$152.2M1.10M
5.6%
−31%
Reduced · −495K sh
4Vanguard Index FDS
S&P 500 ETF SHS
$133.3M223.0K
4.9%
−26%
Reduced · −78K sh
5Ishares TR
CORE US AGGBD ET
$131.2M1.32M
4.8%
−39%
Reduced · −843K sh
6Microsoft Corp
COM
$122.8M331.7K
4.5%
−3.7%
Reduced · −13K sh
7Alphabet Inc
CAP STK CL A
$117.9M410.2K
4.3%
+4.3%
Added · +17K sh
8Amazon Com Inc
COM
$82.8M397.8K
3.0%
−3.1%
Reduced · −13K sh
9Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$80.1M1.25M
2.9%
Held
10Taiwan Semiconductor Manufac
SPONSORED ADS
$79.3M234.6K
2.9%
+17%
Added · +34K sh
11Ishares Inc
CORE MSCI EMKT
$71.1M1.02M
2.6%
+2.7%
Added · +27K sh
12Alphabet Inc
CAP STK CL C
$67.9M236.8K
2.5%
+2.4%
Added · +6K sh
13Vanguard Admiral FDS Inc
MIDCP 400 IDX
$61.7M540.0K
2.3%
−14%
Reduced · −90K sh
14Meta Platforms Inc
CL A
$60.1M105.1K
2.2%
+4.6%
Added · +5K sh
15Johnson & Johnson
COM
$58.8M240.7K
2.2%
−5.3%
Reduced · −13K sh
16Vanguard BD Index FDS
TOTAL BND MRKT
$57.6M782.0K
2.1%
+8.6%
Added · +62K sh
17Exxon Mobil Corp
COM
$52.3M308.1K
1.9%
+123%
Added · +170K sh
18Ishares TR
CORE MSCI EAFE
$50.7M560.0K
1.9%
−22%
Reduced · −155K sh
19Tesla Inc
COM
$45.5M122.3K
1.7%
−13%
Reduced · −18K sh
20Broadcom Inc
COM
$44.0M142.3K
1.6%
−10%
Reduced · −17K sh
21Vanguard Scottsdale FDS
LONG TERM TREAS
$35.4M640.0K
1.3%
+12%
Added · +70K sh
22Duke Energy Corp New
COM NEW
$30.5M232.7K
1.1%
−39%
Reduced · −150K sh
23JPMorgan Chase & Co
COM
$30.1M102.2K
1.1%
−57%
Reduced · −134K sh
24Verizon Communications Inc
COM
$29.2M581.8K
1.1%
+56%
Added · +209K sh
25Ishares TR
US TREAS BD ETF
$28.6M1.25M
1.0%
Held
26Coca Cola Co
COM
$25.7M338.0K
0.9%
−6.2%
Reduced · −22K sh
27Sandisk Corp
COM
$24.4M38.4K
0.9%
New
New position
28British Amern Tob PLC
SPONSORED ADR
$24.2M413.2K
0.9%
−6.2%
Reduced · −27K sh
29Abrdn Etfs
BBRG ALL COMD K1
$22.8M938.1K
0.8%
Held
30Pepsico Inc
COM
$21.3M137.4K
0.8%
+72%
Added · +58K sh
31Altria Group Inc
COM
$20.0M303.0K
0.7%
−14%
Reduced · −49K sh
32National Grid PLC
SPONSORED ADR NE
$18.2M214.7K
0.7%
−12%
Reduced · −30K sh
33Philip Morris Intl Inc
COM
$17.8M107.5K
0.7%
+65%
Added · +43K sh
34Cme Group Inc
COM
$17.7M60.0K
0.6%
+1.1%
Added · +640 sh
35RTX Corporation
COM
$17.3M89.6K
0.6%
+1.0%
Added · +930 sh
36Texas Instrs Inc
COM
$15.3M78.8K
0.6%
+1.0%
Added · +800 sh
37Home Depot Inc
COM
$15.3M46.4K
0.6%
+1.0%
Added · +470 sh
38Newmont Corp
COM
$15.2M140.2K
0.6%
+5.1%
Added · +7K sh
39Northrop Grumman Corp
COM
$15.1M22.2K
0.6%
+36%
Added · +6K sh
40Union Pac Corp
COM
$14.9M61.3K
0.5%
+1.0%
Added · +610 sh
41Bank America Corp
COM
$14.4M296.3K
0.5%
+1.1%
Added · +3K sh
42Southern Co
COM
$13.5M140.1K
0.5%
−45%
Reduced · −114K sh
43Eli Lilly & Co
COM
$13.4M14.6K
0.5%
+21%
Added · +3K sh
44American Elec PWR Co Inc
COM
$13.2M101.0K
0.5%
−60%
Reduced · −152K sh
45Procter & Gamble Co
COM
$12.4M86.2K
0.5%
+1.0%
Added · +890 sh
46International Business Machs
COM
$11.7M48.1K
0.4%
+1.1%
Added · +500 sh
47Hartford Insurance Group Inc
COM
$11.4M84.4K
0.4%
+1.0%
Added · +850 sh
48Cisco Sys Inc
COM
$11.1M143.4K
0.4%
+1.0%
Added · +1K sh
49Salesforce Inc
COM
$11.1M59.2K
0.4%
+23%
Added · +11K sh
50Merck & Co Inc
COM
$10.7M89.3K
0.4%
−4.8%
Reduced · −5K sh
Showing 50 of 111 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 7, 2026111$2.7B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026105$3.0B13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025115$2.7B13F-HR
Q2 2025Jun 30, 2025Aug 4, 2025113$2.7B13F-HR
Q1 2025Mar 31, 2025May 12, 2025114$2.5B13F-HR
Q4 2024Dec 31, 2024Jan 27, 2025102$2.5B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024104$2.2B13F-HR
Q2 2024Jun 30, 2024Aug 7, 2024147$1.7B13F-HR
Q1 2024Mar 31, 2024May 13, 2024152$1.4B13F-HR
Q4 2023Dec 31, 2023Feb 12, 2024148$1.4B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023139$1.3B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023141$1.7B13F-HR
Q1 2023Mar 31, 2023May 11, 2023147$1.8B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023146$1.5B13F-HR/A
Q3 2022Sep 30, 2022Nov 3, 2022144$1.2B13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022149$1.5B13F-HR
Q1 2022Mar 31, 2022May 12, 2022151$1.8B13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022173$1.9B13F-HR
Q3 2021Sep 30, 2021Nov 12, 202182$1.8B13F-HR
Q2 2021Jun 30, 2021Aug 6, 202186$1.9B13F-HR
Q1 2021Mar 31, 2021May 12, 202182$2.0B13F-HR
Q4 2020Dec 31, 2020Feb 12, 202174$1.9B13F-HR/A
Amended / restated
  • Q4 2022 · filed Feb 8, 202313F-HR · superseded
  • Q4 2020 · filed Feb 12, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.