Lockheed Martin Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.66M	Buy	+104,200	New	+$9.9M	0.35%	54
2025 Q2	–	Sell	-707,300	Closed	-$66.2M	–	123
2025 Q1	$66.2M	Hold	707,300	–	–	2.7%	10
2024 Q4	$62.8M	Buy	+707,300	New	+$64.9M	2.5%	8
2023 Q2	–	Sell	-171,600	Closed	-$12.5M	–	148
2023 Q1	$12.5M	Sell	171,600 -800	-0.5%	-$57.5K	0.71%	29
2022 Q4	$13.3M	Hold	172,400	–	–	0.88%	29
2022 Q3	$11.4M	Buy	172,400 +67,400	+64%	+$4.86M	0.92%	33
2022 Q2	$7.37M	Hold	105,000	–	–	0.5%	51
2022 Q1	$8.14M	Buy	+105,000	New	+$7.95M	0.45%	56

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lockheed Martin Investment Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026: 104,200 shares worth $9.66M. The stake represents 0.35% of the portfolio and ranks #54 among its holdings. This is a return to the name: Lockheed Martin Investment Management previously reported a position in USMV as recently as Q1 2025.

Lockheed Martin Investment Management first reported a position in USMV in Q1 2022 and has held it in 8 quarters since. The position peaked at $66.2M in Q1 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Lockheed Martin Investment Management held 104,200 shares of iShares MSCI USA Min Vol Factor ETF worth $9.66M as of Q1 2026.
iShares MSCI USA Min Vol Factor ETF was a new Lockheed Martin Investment Management position in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.35% of Lockheed Martin Investment Management's portfolio in Q1 2026, its #54 holding.
Lockheed Martin Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 8 quarters since.
Lockheed Martin Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $66.2M in Q1 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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