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Lockheed Martin Investment Management’s Southern Company SO Stock Holding History

Lockheed Martin Investment Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3M Sell
138,590
-1,490
-1% -$140K 0.52% 48
2026
Q1 		$13.5M Sell
140,080
-114,460
-45% -$10.6M 0.49% 42
2025
Q4 		$22.2M Buy
254,540
+104,570
+70% +$9.55M 0.74% 27
2025
Q3 		$14.2M Sell
149,970
-65,880
-31% -$6.15M 0.52% 37
2025
Q2 		$19.8M Buy
215,850
+63,930
+42% +$5.74M 0.72% 33
2025
Q1 		$14M Buy
151,920
+51,870
+52% +$4.49M 0.57% 44
2024
Q4 		$8.24M Sell
100,050
-19,060
-16% -$1.67M 0.33% 59
2024
Q3 		$10.7M Sell
119,110
-36,210
-23% -$3.09M 0.5% 46
2024
Q2 		$12M Sell
155,320
-27,120
-15% -$2.06M 0.7% 33
2024
Q1 		$12.9M Sell
182,440
-17,060
-9% -$1.18M 0.94% 25
2023
Q4 		$14M Buy
199,500
+129,000
+183% +$8.86M 1% 25
2023
Q3 		$4.63M Hold
70,500
– – 0.36% 54
2023
Q2 		$4.95M Buy
70,500
+7,300
+12% +$524K 0.28% 59
2023
Q1 		$4.4M Hold
63,200
– – 0.25% 63
2022
Q4 		$4.51M Buy
63,200
+2,800
+5% +$187K 0.3% 65
2022
Q3 		$4.11M Sell
60,400
-11,800
-16% -$894K 0.33% 58
2022
Q2 		$5.15M Sell
72,200
-27,600
-28% -$2.03M 0.35% 62
2022
Q1 		$7.24M Sell
99,800
-18,000
-15% -$1.22M 0.4% 60
2021
Q4 		$8.08M Buy
+117,800
New +$7.51M 0.43% 55

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Lockheed Martin Investment Management reduced its Southern Company (SO) stake by 1.1% in Q2 2026, selling an estimated $140K and leaving 138,590 shares worth $13.3M. The position accounts for 0.52% of the portfolio, ranked #48.

Lockheed Martin Investment Management first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.2M in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Lockheed Martin Investment Management held 138,590 shares of Southern Company worth $13.3M as of Q2 2026.
  • Lockheed Martin Investment Management sold 1,490 Southern Company shares in Q2 2026, an estimated $140K.
  • Southern Company made up 0.52% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #48 holding.
  • Lockheed Martin Investment Management first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Lockheed Martin Investment Management's Southern Company position peaked at $22.2M in Q4 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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