Lockheed Martin Investment Management’s UnitedHealth UNH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4M	Sell	14,800 -14,950	-50%	-$4.45M	0.15%	83
2025 Q4	$9.82M	Buy	29,750 +3,180	+12%	+$1.08M	0.33%	53
2025 Q3	$9.17M	Buy	26,570 +830	+3%	+$251K	0.34%	59
2025 Q2	$8.03M	Sell	25,740 -30,220	-54%	-$11.5M	0.29%	64
2025 Q1	$29.3M	Buy	55,960 +11,950	+27%	+$6.11M	1.19%	23
2024 Q4	$22.3M	Sell	44,010 -3,250	-7%	-$1.85M	0.89%	25
2024 Q3	$27.6M	Buy	47,260 +7,460	+19%	+$4.22M	1.28%	20
2024 Q2	$20.3M	Buy	39,800 +220	+0.6%	+$108K	1.17%	18
2024 Q1	$19.4M	Sell	39,580 -920	-2%	-$468K	1.41%	15
2023 Q4	$20.4M	Buy	40,500 +3,650	+10%	+$1.95M	1.46%	16
2023 Q3	$18.1M	Sell	36,850 -4,810	-12%	-$2.37M	1.39%	15
2023 Q2	$20M	Buy	41,660 +18,070	+77%	+$8.84M	1.15%	19
2023 Q1	$11.1M	Sell	23,590 -22,507	-49%	-$10.9M	0.63%	34
2022 Q4	$24.4M	Buy	46,097 +1,970	+4%	+$1.04M	1.62%	15
2022 Q3	$22.3M	Hold	44,127	–	–	1.79%	17
2022 Q2	$22.7M	Sell	44,127 -330	-0.7%	-$166K	1.54%	13
2022 Q1	$22.7M	Buy	44,457 +3,930	+10%	+$1.9M	1.25%	17
2021 Q4	$20.4M	Buy	40,527 +3,630	+10%	+$1.64M	1.09%	19
2021 Q3	$14.4M	Buy	36,897 +2,960	+9%	+$1.23M	0.78%	31
2021 Q2	$13.6M	Sell	33,937 -9,650	-22%	-$3.85M	0.71%	34
2021 Q1	$16.2M	Sell	43,587 -3,180	-7%	-$1.1M	0.83%	35
2020 Q4	$16.4M	Hold	46,767	–	–	0.85%	23
2020 Q3	$14.6M	Sell	46,767 -1,970	-4%	-$605K	0.9%	24
2020 Q2	$14.4M	Hold	48,737	–	–	0.95%	22
2020 Q1	$12.2M	Sell	48,737 -18,600	-28%	-$5.12M	0.83%	25
2019 Q4	$19.8M	Buy	67,337 +30,207	+81%	+$7.9M	1.05%	20
2019 Q3	$8.07M	Sell	37,130 -22,200	-37%	-$5.36M	0.51%	38
2019 Q2	$14.5M	Buy	59,330 +35,330	+147%	+$8.5M	0.66%	37
2019 Q1	$5.93M	Buy	24,000 +20,200	+532%	+$5.15M	0.27%	50
2018 Q4	$947K	Buy	+3,800	New	+$1M	0.04%	68
2018 Q2	–	Sell	-6,000	Closed	-$1.28M	–	130
2018 Q1	$1.28M	Hold	6,000	–	–	0.05%	84
2017 Q4	$1.32M	Sell	6,000 -13,750	-70%	-$2.91M	0.06%	84
2017 Q3	$3.87M	Sell	19,750 -14,100	-42%	-$2.72M	0.2%	49
2017 Q2	$6.28M	Buy	+33,850	New	+$5.94M	0.34%	47
2017 Q1	–	Sell	-10,000	Closed	-$1.6M	–	130
2016 Q4	$1.6M	Hold	10,000	–	–	0.13%	72
2016 Q3	$1.4M	Buy	+10,000	New	+$1.4M	0.12%	92
2015 Q4	–	Sell	-36,000	Closed	-$4.18M	–	103
2015 Q3	$4.18M	Hold	36,000	–	–	0.47%	34
2015 Q2	$4.39M	Sell	36,000 -26,600	-42%	-$3.15M	0.22%	50
2015 Q1	$7.41M	Buy	62,600 +37,100	+145%	+$4.12M	0.36%	36
2014 Q4	$2.58M	Sell	25,500 -14,500	-36%	-$1.37M	0.11%	57
2014 Q3	$3.45M	Sell	40,000 -36,000	-47%	-$3.04M	0.16%	53
2014 Q2	$6.21M	Sell	76,000 -57,000	-43%	-$4.48M	0.28%	39
2014 Q1	$10.9M	Buy	+133,000	New	+$10M	0.56%	35

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lockheed Martin Investment Management's UNH Position: Q1 2026 in Review

Lockheed Martin Investment Management reduced its UnitedHealth (UNH) stake by 50% in Q1 2026, selling an estimated $4.45M and leaving 14,800 shares worth $4M. The position accounts for 0.15% of the portfolio, ranked #83.

Lockheed Martin Investment Management first reported a position in UNH in Q1 2014 and has held it in 43 quarters since. The position peaked at $29.3M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Lockheed Martin Investment Management held 14,800 shares of UnitedHealth worth $4M as of Q1 2026.
Lockheed Martin Investment Management sold 14,950 UnitedHealth shares in Q1 2026, an estimated $4.45M.
UnitedHealth made up 0.15% of Lockheed Martin Investment Management's portfolio in Q1 2026, its #83 holding.
Lockheed Martin Investment Management first reported a position in UnitedHealth in Q1 2014 and has held it in 43 quarters since.
Lockheed Martin Investment Management's UnitedHealth position peaked at $29.3M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2026, filed 7 May 2026.