You're signed outSign in or to get full access.
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.
Latest 13F Filing Activity
Lockheed Martin Investment Management Co. filed their most recent 13F report on Jun 30, 2025 disclosing 113 equity positions with a total 13F market value of $3B. The fund increased holdings in Ishares TR, Vanguard Intl Equity Index F, Ge Vernova Inc. among other positions. Lockheed Martin Investment Management Co. reduced exposure to Invesco Exch Traded FD TR II, Apple Inc., Ishares TR among others.
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 |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more