LMIM
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Lockheed Martin Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Lockheed Martin Investment Management’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.46M Buy
73,870
+3,640
+5% +$76.5K 0.05% 104
2025
Q4 		$1.36M Hold
70,230
– – 0.05% 98
2025
Q3 		$1.18M Sell
70,230
-5,770
-8% -$92.4K 0.04% 111
2025
Q2 		$1.15M Sell
76,000
-45,560
-37% -$655K 0.04% 106
2025
Q1 		$1.88M Sell
121,560
-5,480
-4% -$83.4K 0.08% 100
2024
Q4 		$1.84M Hold
127,040
– – 0.07% 92
2024
Q3 		$1.6M Sell
127,040
-9,010
-7% -$119K 0.07% 92
2024
Q2 		$1.82M Sell
136,050
-9,210
-6% -$112K 0.11% 85
2024
Q1 		$1.71M Sell
145,260
-18,790
-11% -$202K 0.12% 91
2023
Q4 		$1.59M Buy
+164,050
New +$1.59M 0.11% 95

Other funds holding SMFG

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return