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 Q2	$1.74M	Hold	73,870	–	–	0.07%	112
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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Lockheed Martin Investment Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 73,870 shares worth $1.74M. The position accounts for 0.07% of the portfolio, ranked #112.

Lockheed Martin Investment Management first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q1 2025. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Lockheed Martin Investment Management held 73,870 shares of Sumitomo Mitsui Financial worth $1.74M as of Q2 2026.
Lockheed Martin Investment Management left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up 0.07% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #112 holding.
Lockheed Martin Investment Management first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
Lockheed Martin Investment Management's Sumitomo Mitsui Financial position peaked at $1.88M in Q1 2025.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

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