Lockheed Martin Investment Management’s Barclays BCS Stock Holding History

Lockheed Martin Investment Management’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.82M	Sell	142,400 -16,000	-10%	-$386K	0.15%	87
2026 Q1	$3.35M	Buy	158,400 +5,000	+3%	+$122K	0.12%	88
2025 Q4	$3.9M	Sell	153,400 -43,300	-22%	-$959K	0.13%	81
2025 Q3	$4.07M	Sell	196,700 -217,800	-53%	-$4.31M	0.15%	83
2025 Q2	$7.71M	Buy	+414,500	New	+$6.86M	0.28%	68

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lockheed Martin Investment Management's BCS Position: Q2 2026 in Review

Lockheed Martin Investment Management reduced its Barclays (BCS) stake by 10% in Q2 2026, selling an estimated $386K and leaving 142,400 shares worth $3.82M. The position accounts for 0.15% of the portfolio, ranked #87.

Lockheed Martin Investment Management first reported a position in BCS in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.71M in Q2 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Lockheed Martin Investment Management held 142,400 shares of Barclays worth $3.82M as of Q2 2026.
Lockheed Martin Investment Management sold 16,000 Barclays shares in Q2 2026, an estimated $386K.
Barclays made up 0.15% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #87 holding.
Lockheed Martin Investment Management first reported a position in Barclays in Q2 2025 and has held it in 5 quarters since.
Lockheed Martin Investment Management's Barclays position peaked at $7.71M in Q2 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.