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CIK: 0000897599
Total reported value
$2.5B
$2.5B
113 檔
37.3%
As reported in its official Q2 2025 Form 13F filing, Lockheed Martin Investment Management Co's tracked investment portfolio stood at $2.5B with 113 total positions.
During Q2 2025, Lockheed Martin Investment Management Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 7.49% | -4.22% | +211.95% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.49% | -2.75% | +458.22% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.87% | -1.26% | -17.09% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.52% | +1.18% | -1.20% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.08% | -0.82% | -5.22% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.09% | -0.58% | -26.91% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.44% | +0.33% | +1.83% | |
| 8 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 2.88% | +0.53% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.82% | +0.12% | -19.63% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.60% | +0.59% | — | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.29% | +0.28% | -44.47% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.23% | +0.74% | -5.36% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 2.03% | +0.60% | +6886.67% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.94% | +0.06% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | -0.16% | +44.18% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.45% | +0.09% | +113.71% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.30% | +0.07% | +134.87% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.21% | +0.31% | +136.98% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.43% | +247.32% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | — | +34.28% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.30% | -21.47% | |
| 22 | T | At&t Inc | Stock-Comm Services | 1.13% | -0.18% | EXIT | |
| 23 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.13% | +0.10% | — | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.13% | +102.22% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +1.02% | -24.20% | |
| 26 | DUK | Duke Energy CORP | Stock-Utilities | 1.06% | -0.18% | +51.78% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.94% | +0.07% | -41.13% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | -0.23% | +3.09% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.92% | -0.51% | +70.40% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.80% | +0.08% | — | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.54% | -40.40% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.77% | +0.05% | — | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.72% | +0.03% | +42.08% | |
| 34 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.71% | — | -5.06% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.65% | — | -54.98% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | +0.03% | -6.48% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.56% | +0.10% | +164.32% | |
| 38 | CME | Cme Group Inc | Stock-Financials | 0.55% | -0.14% | -6.36% | |
| 39 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 0.53% | -0.05% | -20.40% | |
| 40 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.51% | -0.06% | +107.31% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.05% | +58.27% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.47% | +0.27% | -4.13% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | +0.05% | +10.86% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | — | — | |
| 45 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.45% | +0.01% | -6.33% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.02% | -6.39% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.41% | -0.70% | -63.76% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.22% | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.37% | — | -9.81% | |
| 50 | CEG | Constellation Energy | Stock-Utilities | 0.36% | — | -60.23% |
According to official SEC Form 13F filings, Lockheed Martin Investment Management Co reported a total U.S. public equity portfolio value of $2.5B across 113 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VT, AGG, NVDA) accounted for 37.3% of total reported equity market value during Q2 2025.
During Q2 2025, Lockheed Martin Investment Management Co's top holdings by market value included VT (7.5%)、AGG (7.5%)、NVDA (6.9%). The largest single position, VT, represented 7.5% of total portfolio value.
In Q2 2025, Lockheed Martin Investment Management Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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