Arkolith/Funds/Lockheed Martin Investment Management Co

Lockheed Martin Investment Management Co

CIK 897599
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Lockheed Martin Investment Management Co holds a diversified book of 117 reported positions worth $2.5B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the reported non-option book.

Added to
15
already held, bought more
+12 more · largest first
Trimmed
67
sold some, still holds it
+64 more · largest first
Sold out
5
exited the position entirely
+2 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
43%
Top 20 holdings
63%

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

Where the money is, by sector

71% mapped to company sectors

Information Technology
38%
ETFs / funds
29%
Consumer Discretionary
8%
Financials
5%
Health Care
5%
Consumer Staples
4%
Energy
3%
Industrials
3%

+4 sectors below the cut, 7% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Lockheed Martin Investment Management Co

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
BlueSpruce Investments, LP10 / 80$641.6M
Prospect Hill Management, LLC11 / 80$251.3M
Ketron Financial21 / 80$288.7M
Draper Asset Management, LLC9 / 80$174.6M
Oriental Harbor Investment Master Fund10 / 80$1.4B
Howard Hughes Medical Institute16 / 80$388.8M
Capital & Planning, LLC26 / 80$161.4M

Ranked by the share of each fund's own book sitting in the names it shares with Lockheed Martin Investment Management Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

117 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$164.3M821.2K
6.5%
−32%
Reduced · −395K sh
2Apple Inc
COM
$153.4M530.1K
6.1%
−26%
Reduced · −186K sh
3Vanguard Index FDS
S&P 500 ETF SHS
$153.2M223.0K
6.1%
Held
4Alphabet Inc
CAP STK CL A
$116.7M326.5K
4.6%
−20%
Reduced · −84K sh
5Amazon Com Inc
COM
$102.4M429.8K
4.1%
+8.0%
Added · +32K sh
6Microsoft Corp
COM
$92.8M248.7K
3.7%
−25%
Reduced · −83K sh
7Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$89.1M1.25M
3.5%
Held
8Ishares Inc
CORE MSCI EMKT
$84.5M1.02M
3.3%
Held
9Vanguard Admiral FDS Inc
MIDCP 400 IDX
$70.4M540.0K
2.8%
Held
10Alphabet Inc
CAP STK CL C
$67.1M189.8K
2.7%
−20%
Reduced · −47K sh
11Sandisk Corp
COM
$60.5M26.6K
2.4%
−31%
Reduced · −12K sh
12Taiwan Semiconductor Manufac
SPONSORED ADS
$55.5M116.2K
2.2%
−50%
Reduced · −118K sh
13Vanguard BD Index FDS
TOTAL BND MRKT
$54.8M747.0K
2.2%
−4.5%
Reduced · −35K sh
14Ishares TR
CORE MSCI EAFE
$54.1M560.0K
2.1%
Held
15Ishares TR
CORE US AGGBD ET
$51.8M523.0K
2.0%
−60%
Reduced · −799K sh
16Meta Platforms Inc
CL A
$51.6M91.7K
2.0%
−13%
Reduced · −13K sh
17Broadcom Inc
COM
$49.1M130.1K
1.9%
−8.6%
Reduced · −12K sh
18Johnson & Johnson
COM
$43.5M171.2K
1.7%
−29%
Reduced · −69K sh
19Tesla Inc
COM
$36.1M85.8K
1.4%
−30%
Reduced · −37K sh
20Vanguard Scottsdale FDS
LONG TERM TREAS
$35.3M640.0K
1.4%
Held
21Exxon Mobil Corp
COM
$34.6M252.8K
1.4%
−18%
Reduced · −55K sh
22Vanguard Intl Equity Index F
TT WRLD ST ETF
$34.1M217.5K
1.4%
−80%
Reduced · −883K sh
23JPMorgan Chase & Co
COM
$30.8M94.1K
1.2%
−7.9%
Reduced · −8K sh
24Ishares TR
US TREAS BD ETF
$28.5M1.25M
1.1%
Held
25Micron Technology Inc
COM
$27.4M23.7K
1.1%
New
New position
26Coca Cola Co
COM
$25.5M313.5K
1.0%
−7.3%
Reduced · −25K sh
27Duke Energy Corp New
COM NEW
$23.7M187.2K
0.9%
−20%
Reduced · −45K sh
28Pepsico Inc
COM
$21.2M156.9K
0.8%
+14%
Added · +20K sh
29Corning Inc
COM
$21.2M82.9K
0.8%
New
New position
30Altria Group Inc
COM
$21.1M292.8K
0.8%
−3.4%
Reduced · −10K sh
31Ge Vernova Inc
COM
$21.0M17.9K
0.8%
+145%
Added · +11K sh
32Texas Instrs Inc
COM
$21.0M70.5K
0.8%
−11%
Reduced · −8K sh
33Abrdn Etfs
BBRG ALL COMD K1
$21.0M938.1K
0.8%
Held
34British Amern Tob PLC
SPONSORED ADR
$20.7M335.3K
0.8%
−19%
Reduced · −78K sh
35Intel Corp
COM
$20.0M143.4K
0.8%
New
New position
36National Grid PLC
SPONSORED ADR NE
$17.8M214.3K
0.7%
−0.2%
Reduced · −400 sh
37Philip Morris Intl Inc
COM
$17.6M97.4K
0.7%
−9.4%
Reduced · −10K sh
38Walmart Inc
COM
$15.8M139.1K
0.6%
+104%
Added · +71K sh
39Newmont Corp
COM
$15.7M168.1K
0.6%
+20%
Added · +28K sh
40Eli Lilly & Co
COM
$15.7M13.1K
0.6%
−10%
Reduced · −2K sh
41RTX Corporation
COM
$15.3M80.8K
0.6%
−9.8%
Reduced · −9K sh
42Bank Of Amer Corp
COM
$15.2M267.0K
0.6%
−9.9%
Reduced · −29K sh
43Union Pac Corp
COM
$15.0M55.0K
0.6%
−10%
Reduced · −6K sh
44Home Depot Inc
COM
$14.8M42.1K
0.6%
−9.3%
Reduced · −4K sh
45Cisco Sys Inc
COM
$14.7M125.2K
0.6%
−13%
Reduced · −18K sh
46Verizon Communications Inc
COM
$14.1M332.6K
0.6%
−43%
Reduced · −249K sh
47Procter & Gamble Co
COM
$13.9M94.8K
0.5%
+10.0%
Added · +9K sh
48Southern Co
COM
$13.3M138.6K
0.5%
−1.1%
Reduced · −1K sh
49Cme Group Inc
COM
$13.0M58.7K
0.5%
−2.2%
Reduced · −1K sh
50International Business Machs
COM
$12.3M43.7K
0.5%
−9.1%
Reduced · −4K sh
Showing 50 of 117 positions
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Filing history

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

$3.0B · Q4 2025Q4 2020 · $1.9BQ2 2026 · $2.5B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202643d117$2.5B13F-HR
Q1 2026Mar 31, 2026May 7, 202637d111$2.7B13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d105$3.0B13F-HR
Q3 2025Sep 30, 2025Oct 30, 202530d115$2.7B13F-HR
Q2 2025Jun 30, 2025Aug 4, 202535d113$2.7B13F-HR
Q1 2025Mar 31, 2025May 12, 202542d114$2.5B13F-HR
Q4 2024Dec 31, 2024Jan 27, 202527d102$2.5B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202445d104$2.2B13F-HR
Q2 2024Jun 30, 2024Aug 7, 202438d147$1.7B13F-HR
Q1 2024Mar 31, 2024May 13, 202443d152$1.4B13F-HR
Q4 2023Dec 31, 2023Feb 12, 202443d148$1.4B13F-HR
Q3 2023Sep 30, 2023Nov 13, 202344d139$1.3B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202345d141$1.7B13F-HR
Q1 2023Mar 31, 2023May 11, 202341d147$1.8B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202345d146$1.5B13F-HR/A
Q3 2022Sep 30, 2022Nov 3, 202234d144$1.2B13F-HR
Q2 2022Jun 30, 2022Aug 12, 202243d149$1.5B13F-HR
Q1 2022Mar 31, 2022May 12, 202242d151$1.8B13F-HR
Q4 2021Dec 31, 2021Feb 10, 202241d173$1.9B13F-HR
Q3 2021Sep 30, 2021Nov 12, 202143d82$1.8B13F-HR
Q2 2021Jun 30, 2021Aug 6, 202137d86$1.9B13F-HR
Q1 2021Mar 31, 2021May 12, 202142d82$2.0B13F-HR
Q4 2020Dec 31, 2020Feb 12, 202143d74$1.9B13F-HR/A
Amended / restated
  • Q4 2022 · filed Feb 8, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.