§ 13F · FUND PROFILE
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.7B (13F)Positions · 115Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$67M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.22M | $212M | 7.8% | +10% |
| 2 | AAPL | APPLE INC | 716K | $182M | 6.7% | −3% |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | 1.10M | $152M | 5.6% | −31% |
| 4 | VOO | VANGUARD INDEX FDS | 223K | $133M | 4.9% | −26% |
| 5 | AGG | ISHARES TR | 1.32M | $131M | 4.8% | −39% |
| 6 | MSFT | MICROSOFT CORP | 332K | $123M | 4.5% | −4% |
| 7 | GOOGL | ALPHABET INC | 410K | $118M | 4.3% | +4% |
| 8 | AMZN | AMAZON COM INC | 398K | $83M | 3.0% | −3% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 1.25M | $80M | 2.9% | ±0% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 235K | $79M | 2.9% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOCKHEED SIGNAL
AC read
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO is a Other fund managing $2.7 billion in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed