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Lockheed Martin Investment Management’s American Electric Power AEP Stock Holding History

Lockheed Martin Investment Management’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.2M Sell
101,000
-151,700
-60% -$19M 0.48% 44
2025
Q4 		$29.1M Buy
252,700
+153,100
+154% +$18.1M 0.97% 23
2025
Q3 		$11.2M Buy
99,600
+6,900
+7% +$755K 0.41% 47
2025
Q2 		$9.62M Buy
+92,700
New +$9.64M 0.35% 53
2024
Q3 		– Sell
-15,700
Closed -$1.38M – 106
2024
Q2 		$1.38M Sell
15,700
-10,900
-41% -$954K 0.08% 92
2024
Q1 		$2.34M Sell
26,600
-4,000
-13% -$325K 0.17% 78
2023
Q4 		$2.6M Sell
30,600
-3,400
-10% -$264K 0.19% 70
2023
Q3 		$2.8M Hold
34,000
– – 0.21% 70
2023
Q2 		$2.86M Buy
34,000
+3,500
+11% +$309K 0.16% 70
2023
Q1 		$2.78M Hold
30,500
– – 0.16% 76
2022
Q4 		$2.9M Buy
30,500
+1,400
+5% +$127K 0.19% 76
2022
Q3 		$2.52M Sell
29,100
-5,700
-16% -$564K 0.2% 71
2022
Q2 		$3.34M Sell
34,800
-13,300
-28% -$1.32M 0.23% 69
2022
Q1 		$4.8M Sell
48,100
-8,700
-15% -$795K 0.26% 77
2021
Q4 		$5.05M Buy
+56,800
New +$4.79M 0.27% 69

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lockheed Martin Investment Management's AEP Position: Q1 2026 in Review

Lockheed Martin Investment Management reduced its American Electric Power (AEP) stake by 60% in Q1 2026, selling an estimated $19M and leaving 101,000 shares worth $13.2M. The position accounts for 0.48% of the portfolio, ranked #44.

Lockheed Martin Investment Management first reported a position in AEP in Q4 2021 and has held it in 15 quarters since. The position peaked at $29.1M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Lockheed Martin Investment Management held 101,000 shares of American Electric Power worth $13.2M as of Q1 2026.
  • Lockheed Martin Investment Management sold 151,700 American Electric Power shares in Q1 2026, an estimated $19M.
  • American Electric Power made up 0.48% of Lockheed Martin Investment Management's portfolio in Q1 2026, its #44 holding.
  • Lockheed Martin Investment Management first reported a position in American Electric Power in Q4 2021 and has held it in 15 quarters since.
  • Lockheed Martin Investment Management's American Electric Power position peaked at $29.1M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2026, filed 7 May 2026.