Lockheed Martin Investment Management’s Lloyds Banking Group LYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38M	Hold	408,270	–	–	0.09%	101
2026 Q1	$2.05M	Buy	408,270 +20,100	+5%	+$110K	0.08%	100
2025 Q4	$2.06M	Hold	388,170	–	–	0.07%	91
2025 Q3	$1.76M	Sell	388,170 -31,890	-8%	-$139K	0.06%	103
2025 Q2	$1.79M	Hold	420,060	–	–	0.07%	101
2025 Q1	$1.6M	Buy	420,060 +156,060	+59%	+$516K	0.07%	104
2024 Q4	$718K	Sell	264,000 -50,680	-16%	-$145K	0.03%	102
2024 Q3	$982K	Sell	314,680 -240,320	-43%	-$721K	0.05%	99
2024 Q2	$1.52M	Buy	+555,000	New	+$1.49M	0.09%	89

Other funds holding LYG

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Lockheed Martin Investment Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 408,270 shares worth $2.38M. The position accounts for 0.09% of the portfolio, ranked #101.

Lockheed Martin Investment Management first reported a position in LYG in Q2 2024 and has held it in 9 quarters since. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Lockheed Martin Investment Management held 408,270 shares of Lloyds Banking Group worth $2.38M as of Q2 2026.
Lockheed Martin Investment Management left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up 0.09% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #101 holding.
Lockheed Martin Investment Management first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 9 quarters since.
610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

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