Lockheed Martin Investment Management’s National Grid NGG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.8M	Sell	214,300 -400	-0.2%	-$34K	0.7%	36
2026 Q1	$18.2M	Sell	214,700 -30,200	-12%	-$2.6M	0.66%	32
2025 Q4	$18.9M	Sell	244,900 -41,250	-14%	-$3.1M	0.63%	29
2025 Q3	$20.5M	Buy	286,150 +188,062	+192%	+$13.2M	0.76%	31
2025 Q2	$7.2M	Buy	+98,088	New	+$6.74M	0.26%	70
2025 Q1	–	Sell	-42,491	Closed	-$2.42M	–	116
2024 Q4	$2.42M	Buy	+42,491	New	+$2.56M	0.1%	89

Other funds holding NGG

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

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

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

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

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

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

Lockheed Martin Investment Management reduced its National Grid (NGG) stake by 0.19% in Q2 2026, selling an estimated $34K and leaving 214,300 shares worth $17.8M. The position accounts for 0.7% of the portfolio, ranked #36.

Lockheed Martin Investment Management first reported a position in NGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.5M in Q3 2025. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Lockheed Martin Investment Management held 214,300 shares of National Grid worth $17.8M as of Q2 2026.
Lockheed Martin Investment Management sold 400 National Grid shares in Q2 2026, an estimated $34K.
National Grid made up 0.7% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #36 holding.
Lockheed Martin Investment Management first reported a position in National Grid in Q4 2024 and has held it in 6 quarters since.
Lockheed Martin Investment Management's National Grid position peaked at $20.5M in Q3 2025.
615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

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