Lockheed Martin Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Hold	84,570	–	–	0.07%	114
2026 Q1	$1.44M	Buy	84,570 +4,170	+5%	+$74.2K	0.05%	105
2025 Q4	$1.28M	Hold	80,400	–	–	0.04%	100
2025 Q3	$1.28M	Sell	80,400 -6,600	-8%	-$97.7K	0.05%	109
2025 Q2	$1.19M	Sell	87,000 -56,880	-40%	-$735K	0.04%	105
2025 Q1	$1.96M	Sell	143,880 -6,490	-4%	-$83.6K	0.08%	98
2024 Q4	$1.76M	Hold	150,370	–	–	0.07%	94
2024 Q3	$1.53M	Sell	150,370 -10,670	-7%	-$113K	0.07%	94
2024 Q2	$1.74M	Sell	161,040 -10,890	-6%	-$110K	0.1%	88
2024 Q1	$1.76M	Sell	171,930 -22,230	-11%	-$215K	0.13%	90
2023 Q4	$1.67M	Buy	+194,160	New	+$1.64M	0.12%	90

Other funds holding MUFG

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

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

Lockheed Martin Investment Management held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 84,570 shares worth $1.68M. The position accounts for 0.07% of the portfolio, ranked #114.

Lockheed Martin Investment Management first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q1 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Lockheed Martin Investment Management held 84,570 shares of Mitsubishi UFJ Financial worth $1.68M as of Q2 2026.
Lockheed Martin Investment Management left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up 0.07% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #114 holding.
Lockheed Martin Investment Management first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
Lockheed Martin Investment Management's Mitsubishi UFJ Financial position peaked at $1.96M in Q1 2025.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

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