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Lockheed Martin Investment Management’s Philip Morris PM Stock Holding History

Lockheed Martin Investment Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.6M Sell
97,400
-10,100
-9% -$1.75M 0.7% 37
2026
Q1 		$17.8M Buy
107,500
+42,500
+65% +$7.39M 0.65% 33
2025
Q4 		$10.4M Sell
65,000
-10,400
-14% -$1.61M 0.35% 48
2025
Q3 		$12.2M Sell
75,400
-39,800
-35% -$6.7M 0.45% 44
2025
Q2 		$21M Buy
+115,200
New +$19.8M 0.77% 32

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lockheed Martin Investment Management reduced its Philip Morris (PM) stake by 9.4% in Q2 2026, selling an estimated $1.75M and leaving 97,400 shares worth $17.6M. The position accounts for 0.7% of the portfolio, ranked #37.

Lockheed Martin Investment Management first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $21M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Lockheed Martin Investment Management held 97,400 shares of Philip Morris worth $17.6M as of Q2 2026.
  • Lockheed Martin Investment Management sold 10,100 Philip Morris shares in Q2 2026, an estimated $1.75M.
  • Philip Morris made up 0.7% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #37 holding.
  • Lockheed Martin Investment Management first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • Lockheed Martin Investment Management's Philip Morris position peaked at $21M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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