Lockheed Martin Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$133M	Sell	223,000 -77,700	-26%	-$48.6M	4.88%	4
2025 Q4	$189M	Sell	300,700 -9,300	-3%	-$5.78M	6.3%	5
2025 Q3	$190M	Sell	310,000 -4,000	-1%	-$2.36M	6.99%	3
2025 Q2	$178M	Sell	314,000 -3,800	-1%	-$2M	6.52%	4
2025 Q1	$163M	Buy	317,800 +23,000	+8%	+$12.4M	6.65%	2
2024 Q4	$159M	Buy	294,800 +117,500	+66%	+$63.6M	6.33%	4
2024 Q3	$93.6M	Buy	177,300 +5,000	+3%	+$2.54M	4.33%	6
2024 Q2	$86.2M	Sell	172,300 -21,000	-11%	-$10.1M	4.99%	5
2024 Q1	$92.9M	Hold	193,300	–	–	6.74%	2
2023 Q4	$84.4M	Sell	193,300 -216	-0.1%	-$88.4K	6.05%	3
2023 Q3	$76M	Buy	193,516 +216	+0.1%	+$88.3K	5.83%	3
2023 Q2	$78.7M	Buy	193,300 +136,300	+239%	+$52.6M	4.52%	6
2023 Q1	$21.4M	Sell	57,000 -12,000	-17%	-$4.4M	1.21%	17
2022 Q4	$24.2M	Hold	69,000	–	–	1.61%	16
2022 Q3	$22.7M	Buy	69,000 +12,000	+21%	+$4.38M	1.82%	15
2022 Q2	$19.8M	Hold	57,000	–	–	1.34%	17
2022 Q1	$23.7M	Sell	57,000 -174,900	-75%	-$71.6M	1.3%	16
2021 Q4	$101M	Hold	231,900	–	–	5.42%	4
2021 Q3	$91.5M	Buy	231,900 +168,900	+268%	+$68.5M	4.96%	7
2021 Q2	$24.8M	Buy	63,000 +45,000	+250%	+$17.3M	1.3%	15
2021 Q1	$6.56M	Sell	18,000 -98,000	-84%	-$34.8M	0.34%	61
2020 Q4	$39.9M	Sell	116,000 -286,000	-71%	-$93.2M	2.06%	13
2020 Q3	$124M	Buy	402,000 +35,000	+10%	+$10.7M	7.66%	3
2020 Q2	$104M	Sell	367,000 -317,000	-46%	-$85.3M	6.87%	4
2020 Q1	$162M	Sell	684,000 -50,000	-7%	-$14M	11.05%	1
2019 Q4	$217M	Buy	734,000 +155,000	+27%	+$43.8M	11.47%	1
2019 Q3	$158M	Sell	579,000 -2,000	-0.3%	-$543K	10.02%	1
2019 Q2	$156M	Buy	581,000 +8,000	+1%	+$2.12M	7.09%	2
2019 Q1	$149M	Sell	573,000 -87,500	-13%	-$21.9M	6.8%	4
2018 Q4	$152M	Buy	660,500 +7,500	+1%	+$1.86M	7.17%	3
2018 Q3	$174M	Buy	653,000 +53,400	+9%	+$14M	7.5%	2
2018 Q2	$150M	Buy	599,600 +2,000	+0.3%	+$496K	7.04%	3
2018 Q1	$145M	Buy	+597,600	New	+$150M	5.99%	4

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Lockheed Martin Investment Management reduced its Vanguard S&P 500 ETF (VOO) stake by 26% in Q1 2026, selling an estimated $48.6M and leaving 223,000 shares worth $133M. The position accounts for 4.88% of the portfolio, ranked #4.

Lockheed Martin Investment Management first reported a position in VOO in Q1 2018 and has held it in 33 quarters since. The position peaked at $217M in Q4 2019. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Lockheed Martin Investment Management held 223,000 shares of Vanguard S&P 500 ETF worth $133M as of Q1 2026.
Lockheed Martin Investment Management sold 77,700 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $48.6M.
Vanguard S&P 500 ETF made up 4.88% of Lockheed Martin Investment Management's portfolio in Q1 2026, its #4 holding.
Lockheed Martin Investment Management first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 33 quarters since.
Lockheed Martin Investment Management's Vanguard S&P 500 ETF position peaked at $217M in Q4 2019.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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