Lockheed Martin Investment Management Co.
Lockheed Martin Investment Management Company (LMIMCo) is an institutional investment manager based in Bethesda, Maryland, serving as the dedicated asset manager for Lockheed Martin Corporation's employee benefit trust plans. The firm, a wholly-owned subsidiary of Lockheed Martin Corporation, specializes in managing pension and other retirement assets. With a focused team, LMIMCo oversees diversified investments and risk management strategies on behalf of plan participants and beneficiaries.
Investment Strategy
Lockheed Martin Investment Management Co. manages a diversified portfolio for its clients, primarily pension and profit-sharing plans, utilizing a multi-asset approach balanced across equities, fixed income, and alternative investments. The firm’s strategy emphasizes long-term growth, risk-adjusted returns, and prudent asset allocation, aiming to fulfill plan obligations for Lockheed Martin’s employees and retirees while managing risk through careful selection and monitoring of investment managers and strategies.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VT | VANGUARD INTL EQUITY INDEX F | 7.49% | $205.0M | 1,595,000 | $124.93 | $128.52 | +$145.7M |
A AGG | ISHARES TR | 7.49% | $204.8M | 2,065,000 | $98.93 | $99.20 | +$168.3M |
N NVDA | NVIDIA CORPORATION | 6.87% | $187.8M | 1,188,980 | $100.86 | $157.99 | +$32.4M |
V VOO | VANGUARD INDEX FDS | 6.52% | $178.4M | 314,000 | $460.22 | $568.03 | +$15.0M |
M MSFT | MICROSOFT CORP | 6.08% | $166.3M | 334,260 | $364.60 | $497.41 | +$33.9M |