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The Analysis of LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's Holdings & P&L

Currently, LOCKHEED MARTIN INVESTMENT MANAGEMENT CO holds 111 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in XOM (+170.2K shares, valued at $28.9M), SNDK (+38.4K shares, valued at $24.4M), NVDA (+115.2K shares, valued at $20.1M); decreased their positions in AGG (-843.0K shares, valued at $83.7M), VT (-495.0K shares, valued at $68.5M), N/A (-77.7K shares, valued at $46.4M); initiated new positions in SNDK (+38.4K shares, valued at $24.4M), USMV (+104.2K shares, valued at $9.7M), VCLT (+120.0K shares, valued at $9.0M).

1M P&L

+111.5M+4.58%

3M P&L

+143.2M+5.96%

HY P&L

+273.0M+12.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A759.1M

33.1%

2Semiconductors310.6M

13.5%

3Consumer Electronics181.8M

7.9%

Top Industries by Stock Count

1N/A18 stocks

18.2%

2Banks - Diversified7 stocks

7.1%

3Drug Manufacturers - General5 stocks

5.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.2M shares10.46%2026-03-312026-05-07

AAPL APPLE INC716.2K shares-3.07%2026-03-312026-05-07

VT VANGUARD INTL EQUITY INDEX F1.1M shares-31.03%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS223.0K shares-25.84%2026-03-312026-05-07

AGG ISHARES TR1.3M shares-38.94%2026-03-312026-05-07

MSFT MICROSOFT CORP331.7K shares-3.68%2026-03-312026-05-07

ALPHABET INC ALPHABET INC410.2K shares4.29%2026-03-312026-05-07

AMZN AMAZON COM INC397.8K shares-3.14%2026-03-312026-05-07

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VEA VANGUARD TAX-MANAGED FDS1.3M shares0.00%2026-03-312026-05-07

TSM TAIWAN SEMICONDUCTOR MANUFAC234.6K shares16.77%2026-03-312026-05-07

IEMG ISHARES INC1.0M shares2.72%2026-03-312026-05-07

ALPHABET INC ALPHABET INC236.8K shares2.38%2026-03-312026-05-07

IVOO VANGUARD ADMIRAL FDS INC540.0K shares-14.29%2026-03-312026-05-07

META META PLATFORMS INC105.1K shares4.64%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON240.7K shares-5.28%2026-03-312026-05-07

BND VANGUARD BD INDEX FDS782.0K shares8.61%2026-03-312026-05-07

Sponsored

XOM EXXON MOBIL CORP308.1K shares123.45%2026-03-312026-05-07

IEFA ISHARES TR560.0K shares-21.68%2026-03-312026-05-07

TSLA TESLA INC122.3K shares-12.58%2026-03-312026-05-07

BROADCOM INC BROADCOM INC142.3K shares-10.43%2026-03-312026-05-07

VGLT VANGUARD SCOTTSDALE FDS640.0K shares12.28%2026-03-312026-05-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW232.7K shares-39.26%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO102.2K shares-56.76%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC581.8K shares55.98%2026-03-312026-05-07

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GOVT ISHARES TR1.3M shares0.00%2026-03-312026-05-07

KO COCA COLA CO338.0K shares-6.18%2026-03-312026-05-07

SNDK SANDISK CORP38.4K sharesnew addition2026-03-312026-05-07

BTI BRITISH AMERN TOB PLC413.2K shares-6.18%2026-03-312026-05-07

BCI ABRDN ETFS938.1K shares0.00%2026-03-312026-05-07

PEP PEPSICO INC137.4K shares72.27%2026-03-312026-05-07

MO ALTRIA GROUP INC303.0K shares-13.87%2026-03-312026-05-07

NATIONAL GRID PLC NATIONAL GRID PLC214.7K shares-12.33%2026-03-312026-05-07

Sponsored

PM PHILIP MORRIS INTL INC107.5K shares65.38%2026-03-312026-05-07

CME CME GROUP INC60.0K shares1.08%2026-03-312026-05-07

RTX RTX CORPORATION89.6K shares1.05%2026-03-312026-05-07

TXN TEXAS INSTRS INC78.8K shares1.03%2026-03-312026-05-07

HD HOME DEPOT INC46.4K shares1.02%2026-03-312026-05-07

NEM NEWMONT CORP140.2K shares5.10%2026-03-312026-05-07

NOC NORTHROP GRUMMAN CORP22.2K shares35.99%2026-03-312026-05-07

UNP UNION PAC CORP61.3K shares1.00%2026-03-312026-05-07

Sponsored

BAC BANK AMERICA CORP296.3K shares1.06%2026-03-312026-05-07

SO SOUTHERN CO140.1K shares-44.97%2026-03-312026-05-07

LLY ELI LILLY & CO14.6K shares20.78%2026-03-312026-05-07

AEP AMERICAN ELEC PWR CO INC101.0K shares-60.03%2026-03-312026-05-07

PG PROCTER & GAMBLE CO86.2K shares1.04%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS48.1K shares1.05%2026-03-312026-05-07

HIG HARTFORD INSURANCE GROUP INC84.4K shares1.02%2026-03-312026-05-07

CSCO CISCO SYS INC143.4K shares0.99%2026-03-312026-05-07

Sponsored

CRM SALESFORCE INC59.2K shares22.57%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC89.3K shares-4.80%2026-03-312026-05-07

CVX CHEVRON CORPORATION51.5K shares1.00%2026-03-312026-05-07

VTWO VANGUARD SCOTTSDALE FDS100.0K shares0.00%2026-03-312026-05-07

ABBV ABBVIE INC45.6K shares1.04%2026-03-312026-05-07

USMV ISHARES TR104.2K sharesnew addition2026-03-312026-05-07

ITW ILLINOIS TOOL WKS INC36.9K shares1.09%2026-03-312026-05-07

DBC INVESCO DB COMMDY INDX TRCK330.0K shares-23.26%2026-03-312026-05-07

Sponsored

OEF ISHARES TR30.0K shares0.00%2026-03-312026-05-07

PDBC INVESCO ACTVELY MNGD ETC FD550.0K shares0.00%2026-03-312026-05-07

VCLT VANGUARD SCOTTSDALE FDS120.0K sharesnew addition2026-03-312026-05-07

WMT WALMART INC68.1K shares1.52%2026-03-312026-05-07

MAR MARRIOTT INTL INC NEW25.9K shares1.05%2026-03-312026-05-07

TMO THERMO FISHER SCIENTIFIC INC16.1K shares1.06%2026-03-312026-05-07

ISRG INTUITIVE SURGICAL INC17.2K shares91.10%2026-03-312026-05-07

TOTALENERGIES SE TOTALENERGIES SE85.8K sharesnew addition2026-03-312026-05-07

Sponsored

DHR DANAHER CORP DEL40.3K shares1.05%2026-03-312026-05-07

CMG CHIPOTLE MEXICAN GRILL INC237.6K shares1.07%2026-03-312026-05-07

CB CHUBB LTD SWITZ23.2K shares1.67%2026-03-312026-05-07

NVS NOVARTIS AG49.0K shares-14.49%2026-03-312026-05-07

EWC ISHARES INC134.8K shares0.00%2026-03-312026-05-07

EW EDWARDS LIFESCIENCES CORP91.8K shares52.81%2026-03-312026-05-07

V VISA INC24.0K shares1.05%2026-03-312026-05-07

MA MASTERCARD INCORPORATED13.4K shares1.06%2026-03-312026-05-07

Sponsored

GEV GE VERNOVA INC7.3K sharesnew addition2026-03-312026-05-07

NFLX NETFLIX INC.63.4K shares1.04%2026-03-312026-05-07

ADBE ADOBE INC23.4K shares-23.65%2026-03-312026-05-07

BSX BOSTON SCIENTIFIC CORP85.9K shares57.51%2026-03-312026-05-07

USB US BANCORP101.0K shares1.04%2026-03-312026-05-07

SHEL SHELL PLC54.0K shares-46.38%2026-03-312026-05-07

T AT&T INC171.9K sharesnew addition2026-03-312026-05-07

PLD PROLOGIS INC.32.6K shares1.05%2026-03-312026-05-07

Sponsored

AMT AMERICAN TOWER CORP24.6K shares1.03%2026-03-312026-05-07

DIS DISNEY WALT CO42.2K shares1.05%2026-03-312026-05-07

UNH UNITEDHEALTH GROUP INC14.8K shares-50.25%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC19.0K shares1.06%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T20.0K shares0.00%2026-03-312026-05-07

MCK MCKESSON CORP4.4K shares-37.14%2026-03-312026-05-07

DLR DIGITAL RLTY TR INC19.5K shares1.04%2026-03-312026-05-07

BCS BARCLAYS PLC158.4K shares3.26%2026-03-312026-05-07

Sponsored

CROWN CASTLE INC CROWN CASTLE INC40.9K shares1.04%2026-03-312026-05-07

NEE NEXTERA ENERGY INC33.3K shares0.88%2026-03-312026-05-07

USHY ISHARES TR81.0K sharesnew addition2026-03-312026-05-07

CMCSA COMCAST CORP NEW103.2K shares1.15%2026-03-312026-05-07

ORCL ORACLE CORP19.4K shares1.04%2026-03-312026-05-07

REGN REGENERON PHARMACEUTICALS3.5K shares1.14%2026-03-312026-05-07

BHP BHP BILLITON LIMITED37.2K shares-0.69%2026-03-312026-05-07

RIO RIO TINTO PLC28.3K shares-10.62%2026-03-312026-05-07

Sponsored

TM TOYOTA MOTOR CORP12.5K shares49.46%2026-03-312026-05-07

SLB SLB LIMITED45.4K shares1.68%2026-03-312026-05-07

HAL HALLIBURTON CO58.8K shares1.10%2026-03-312026-05-07

LYG LLOYDS BANKING GROUP PLC408.3K shares5.18%2026-03-312026-05-07

LINDE PLC LINDE PLC3.6K shares1.67%2026-03-312026-05-07

BP BP PLC33.5K shares-6.69%2026-03-312026-05-07

SAN BANCO SANTANDER SA131.8K shares5.18%2026-03-312026-05-07

SMFG SUMITOMO MITSUI FIN GRP INC73.9K shares5.18%2026-03-312026-05-07

Sponsored

MUFG MITSUBISHI UFJ FINANCIAL GRO84.6K shares5.19%2026-03-312026-05-07

ASML ASML HLDG NV1.0K shares5.26%2026-03-312026-05-07

NOW SERVICENOW INC12.3K shares45.00%2026-03-312026-05-07

NVO NOVO-NORDISK A S30.9K shares10.55%2026-03-312026-05-07

ING ING GROEP N.V.43.5K sharesnew addition2026-03-312026-05-07

SAP SAP SE3.6K shares5.26%2026-03-312026-05-07

UNILEVER PLC UNILEVER PLC3.7K sharesnew addition2026-03-312026-05-07

NVDA

NVIDIA CORPORATION

10.46%

Shares1.2M

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-3.07%

Shares716.2K

Event2026-03-31

Filed2026-05-07

VANGUARD INTL EQUITY INDEX F

-31.03%

Shares1.1M

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-25.84%

Shares223.0K

Event2026-03-31

Filed2026-05-07

AGG

ISHARES TR

-38.94%

Shares1.3M

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

-3.68%

Shares331.7K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

4.29%

Shares410.2K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-3.14%

Shares397.8K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares1.3M

Event2026-03-31

Filed2026-05-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

16.77%

Shares234.6K

Event2026-03-31

Filed2026-05-07

IEMG

ISHARES INC

2.72%

Shares1.0M

Event2026-03-31

Filed2026-05-07

ALPHABET INC

2.38%

Shares236.8K

Event2026-03-31

Filed2026-05-07

IVOO

VANGUARD ADMIRAL FDS INC

-14.29%

Shares540.0K

Event2026-03-31

Filed2026-05-07