LMIM
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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
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

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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return